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New Baby! Social Security ‘Do Over’? Negative interest from the banks? Finding a Trusted Tax Preparer? Tons of Listener Questions, Lots More!

In this More than Money show:

Gene answers audience questions:

  • With a new baby due in June how does a couple plan their life insurance?
  • Is there a social security ‘do over’?
  • Will U.S. banks start paying ‘negative interest’?
  • Company provided health care vs. Medicare?
  • Where can he find a new professional income tax preparer?
  • Can she send her RMD directly to a charity?
  • Why do financial advisors have minimum accounts?

Gene talks about:

  • ‘Competitor’ advisor listens every week and has a question
  • Listener’s sister is challenged by cancer and needs prayers
  • Valentine’s Day (Sunday) has Gene with ten (10) Valentines coming to dinner

 

Do you have a non-profit who would benefit from participating in a Live More than Money Radio Special?

Contact our More than Money World Headquarters (610-746-7007) or email Jo (JoAnne@AskMtM.com


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