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Archive

• 12.8.18
  December 8, 2018 - Medicare Questions with Mark Bacak! Tons of Great Listener Questions!

• 12.1.18
  December 1, 2018 - Holiday Open House! God Bless Us – Everyone! Thank You for Joining Us! Tons of Great Listener Questions!

• 11.24.18
  November 24, 2018 - December 1st – Holiday Open House – Please Join Us! Estate Taxes? Filial Support Law? What will Stock Market Do in 2019? Tons of Great Listener Questions!

• 11.17.18
  November 17, 2018 - Converting 401(k) to Roth IRA? 50% of 401(k) in Company Stock? Places to ‘Park’ Money that are Safe and Liquid Tons of Great Listener Questions!

• 11.10.18
  November 10, 2018 - 401(k)s!? ‘IRAs and RMDs ‘Slashing Income Taxes? Tons of Great Listener Questions!

• 11.3.18
  November 3, 2018 - Gene Interviews Pathstones by Phoebe’s Cindy Moser and answers tons of listener questions

• 10.27.18
  October 27, 2018 - Gene Shares the More than Money Broadcast With Mark Belcak and Greg Grillo – More than Money Advisors!

• 10.20.18
  October 20, 2018 - Do You Even Need Life Insurance? ‘Best Way to Invest in Gold? ‘Should You Buy PPL Stock in Your IRA? Tons of Great Listener Questions!

• 10.13.18
  October 13, 2018 - Pay Early Withdrawal Penalties on an Annuity? ‘Tax-Free Municipal Bonds? ‘Wife is Retiring in One Year at Age 62 - Questions? Tons of Great Listener Questions!

• 10.6.18
  October 6, 2018 - Keep Line of Credit or Pay it Off? ‘Is it Better to have an Advisor or Do It Yourself? ‘Pros and Cons of Continuing Care Retirement Communities? Tons of Great Listener Questions!

• 9.29.18
  September 29, 2018 - What to do with those Darn Timeshares!?! ‘What to do with those Darn RMDs!?!’ ‘And how about the new rules for 529 Plans!?! Tons of Great Listener Questions!

• 9.22.18
  September 22, 2018 - What to do if you get ‘The Letter’ from your LTC company? ‘Diane and Gene Celebrate Their Wedding Anniversary!’ ‘Should Listener Cash In His 401(K) to Pay Off His Mortgage? Tons of Great Listener Questions!

• 9.15.18
  September 15, 2018 - $31,700 Raised on 9/11 for Keystone Warriors! ‘Bank on Yourself.com’ Really Better than Everything Else in the World? Bucket Theory of Retirement Investment? Tons of Great Listener Questions!

• 9.8.18
  September 8, 2018 - Social Security Questions Galore! ‘Crash Proof’ Your Retirement? Keystone Warriors? Irrevocable Trusts? Joint Accounts and Divorce? Age 24 and wants to be Financial Independent? Tons of Great Listener Questions!