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Radio Show

Circle 9/12 on Your Calendar! ‘IRS’ Phone Scam? Pension Buy-Out – Good Deal? 529 Plans for College? When Should You Own an Annuity?

In this More than Money show Gene:

Gene answers audience questions:

  • Listener warns audience about receiving scam phone calls from the ‘IRS’!
  • Listener discusses pros and cons of renting vs. buying a home for the short term?
  • Listener asks ‘when is the right time to have an annuity’?
  • Listener asks about his American Funds 529 plan?
  • Listener wants to understand his pension ‘buy-out’ offer
  • Listener asks how to add real estate to her investments without becoming a landlord?

Gene talks about:

  • September 12th Radio Show – Remembers 9/11 and raises money for Keystone Warriors
  • Clinton income tax return released - $1,000,000 to their own foundation
  • Workshop topics – if you have requests – let us know

 

Do you have a non-profit who would benefit from participating in a Live More than Money Radio Special?

Contact our More than Money World Headquarters (610-746-7007) or email Jo (JoAnne@AskMtM.com)


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