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Radio Show

Fed Raises Interest Rates! 10 Year Old Annuity Under Water! 2nd Opinion Advisor Deserves Thanks! Lots More!

In this More than Money show Gene:

Gene answers audience questions:

  • Ten year old annuity is worth way less than listener’s investment?
  • At age 70 listener is working and contributing to 401(k) – how about RMDs?
  • Should 529 plan investments change as kids get closer to college age?
  • Is 60% in the stock market riskier than 50% in the stock market?
  • 2nd opinion advisor was very nice – should we move our accounts to thank him?

Gene talks about:

  • Federal Reserve raises interest rates
  • Thanks to everyone for helping to celebrate Gene’s birthday!
  • Tax deadline just weeks away – some tax tips!


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Ask Gene
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