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

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Husband passed three weeks ago – Now What? When should listener use Fixed Index Annuities? Ways Young People can Catch Employer’s Attention! Lots More!

In this More than Money show Gene:

Gene answers audience questions:

  • When should the listener consider Fixed Index Annuities?
  • Are there ways to ‘shelter’ assets from the Pennsylvania Inheritance Tax?
  • Listener lost her husband three weeks ago and has questions?
  • Listener wants to understand investment ‘leverage’ pros and cons?

Gene talks about:

  • Anthony Diaz barred from financial industry, but now a real estate salesman – huh?
  • June 29th – Guaranteed Retirement Income – Circle the Date!  Details to Follow!
  • Young people can do some pretty simple things to show their quality to prospective employers


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




Ask Gene
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