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Radio Show In Category ""

“Christians Murdered in Charleston, South Carolina.Protecting Investments Against a Big Down Turn?Annuities and IRAs.IRAs and RMDs.Maximizing Social Security Benefits.Estate Planning for a Blended Family.Silver Coins.An 80 Year Old and Savings Bonds”

In this More than Money show:

Gene answers audience questions:

  • How can investor protect his balanced portfolio in next big downturn?
  • Is it legal to hold an annuity inside an IRA?  Is it wise to do so?
  • What should a college entrepreneur student read to learn about the ‘real world’?
  • What should an IRA holder do with the RMDs they don’t want?
  • What is the best way to add gold to an investment portfolio?
  • How do we decide on our estate documents for our blended family?
  • Is there a best way to help our daughter who is repeatedly deep in credit card debt?
  • How do we bridge the gap from our retirement at age 62 and maximum social security benefits at age 70?
  • What are the current rates on reverse mortgages?
  • What should 80 year old listener do with savings bonds?
  • What options does an IRA contingent beneficiary have and what are the tax impacts?
  • Investing in silver coins ‘just in case’?
  • Are you a fiduciary advisor?

Gene talks about:

  • The murder of Christians in a church in Charleston, SC
  • Father’s Day

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Contact our More than Money World Headquarters (610-746-7007) or email Jo (

And much, much more!





Ask Gene
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