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Gene and Alyssa answer a few listener questions, but mostly say thank you over and over:
- Suze is wrong. Suze says you should never lease a car. She is wrong.
- Should she use part of her retirement funds to pay off debt for her kids?
- She is on her way to happy, healthy, hundred, but is her advisor not up to the task?
- He knows his daughter will blow through the money when he’s gone. What should he do?
- Lots more . . .
Free Second Opinion Meetings
- Do you have questions about your financial situation?
- Are you on track to reach your financial goals – particularly your retirement goals?
- What should you be doing right now?
- Are you taking too much risk with your investments?
- Is your 401(k) or 403(b) being actively managed for you?
Schedule a free second opinion meeting with a More than Money advisor?
Call today (610-746-7007) or email ([email protected]) to schedule your time with us.