In this More than Money show Gene:
Gene answers audience questions:
- Listener asks our opinion of an ‘investment’ promotion offering 10-20% ‘safe’ returns?
- Listener questions her Vanguard bond portfolio funds and options?
- Listener wants to know how difficult it will be to move his accounts from a large brokerage company to a smaller financial advisory company?
- Listener wants to understand pros and cons of adding three children and a friend to the deed on her home?
Gene talks about:
- Inherited and IRA – be very, very careful – many specific rules!
- June 29th – Guaranteed Retirement Income
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Contact our More than Money World Headquarters (610-746-7007) or email Jo (JoAnne@AskMtM.com)