Phone: 610-746-7007  Address: 4505 Hanoverville Road, Bethlehem, PA 18020

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Can ‘Safe’ Investments Offer 10-20% Returns? Is it hard to move investment accounts from a large broker? Bond Investments Come in Many Different Flavors! Lots More!

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 (

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Ask Gene
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