August 28, 2021 – Alyssa Young solo-hosts “More than Money”! – Special Guest Frank Renaldi – Folds of Honor details – “The Boy From Baby House 10” – Bucket O’ Listener Questions

Update: 2021-08-28

Description

Alyssa answers listener questions:

I’m still working and like the company medical plan; can I opt out of Medicare?
I inherited $5,000 from my father’s estate. Can I avoid paying tax on it?
Can I retire and live off of my nest egg while delaying Social Security until age 70?
How can I retire from the family business without leaving my kids in the lurch?
I was laid off and have a 401k with my former employer. Can you help me figure out whether I can retire and what I need to do with the 401k?
Is a three-year annuity that would pay 1.7% the best conservative option for me?
How do we streamline the process for our children to inherit a house we own in Florida?
Can my widowed sister switch between her Social Security benefit and her deceased husband’s larger benefit?
What’s the correct way for my daughter to move her old 401k into her new employer’s Roth 403b?

Also learn about:

Income-related Medicare premium adjustments—and how to get a refund if you had a “life-changing event”
Types of long-term care insurance

Other show highlights:

Hear an insightful interview with Century 21 Pinnacle real estate agent Frank Renaldi, who talks about what’s happening in the housing market and gives tips about investing in real estate.
Get details about the Folds of Honor radio-thon Sept. 7-11.
Alyssa talks about “The Boy From Baby House 10,” a book about her client who grew up in a Russian orphanage before his mother adopted him and brought him to Bethlehem Township.
Guess what music John chooses for Alyssa’s theme song—they switch up the Natalie Merchant tune!

Schedule a free second opinion meeting with a More than Money advisor?

Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.

Comments

In Channel

November 6, 2021 – This Week’s Elections – Are They a Predictor of Things to Come? – October Markets Show Strong Rebound from September Dip – Bucket O’ Listener Questions

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October 30, 2021 – Prices Are Going Up A lot! How Do We Invest Now? – Why Does the IRS Make Us Take RMDs? – Bucket O’ Listener Questions

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October 23, 2021 – Inflation – Meme Stocks – Financial Gift-Giving – 401Ks & Inherited IRAs

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October 16, 2021 – Social Security Expert Mark Bacak Answers Your Questions – Bucket O’ Listener Questions

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October 9, 2021 – Could a Reverse Mortgage Solve His Cash Flow Problem? – He Wants a Roth IRA for his Children – Ages 1 and 3. Doable? – Bucket O’ Listener Questions

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October 2, 2021 – Snippets From ‘The Psychology of Money’ – Paying for College – Paying Off Debt vs. Investing – Answers to a Bucket o’ Listener Questions

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September 25, 2021 – Gifting Rules Are More Generous Than You Think! – Inherited IRA Rules Are More Complicated Than You Think! – Bucket O’ Listener Questions

2021-09-25--:--

September 18, 2021 – Folds of Honor Radiothon Raises $107,330! – Thank You – Thank You – Thank You! – Bucket O’ Listener Questions

2021-09-18--:--

September 11, 2021 – More than Money Remembers 9/11 on the 20th Anniversary – Broadcasting Live from Relic Hunter with Ashlyn McCain and Ginger Ravella – Raising Funds for Folds of Honor

2021-09-11--:--

September 4, 2021 – Folds of Honor Radiothon – Starts 9/7 and Ends 9/11! – For Details go to www.MoreThanMoneyOnline.com – Bucket O’ Listener Questions

2021-09-04--:--

August 28, 2021 – Alyssa Young solo-hosts “More than Money”! – Special Guest Frank Renaldi – Folds of Honor details – “The Boy From Baby House 10” – Bucket O’ Listener Questions

2021-08-28--:--

August 21, 2021 – Folds of Honor Radiothon – Less than 3 Weeks Away! – How Can You Find an Advisor Who Puts You First? – Bucket O’ Listener Questions

2021-08-21--:--

August 14, 2021 – Smart Women, Making Solid Decisions, Asking Smart Questions! – How Can You Find an Advisor Who Puts You First? – Bucket O’ Listener Questions

2021-08-14--:--

August 7, 2021 – She’s 91, super sharp, and has questions about her trust for her great-grandkids!? – Can he set up Roth IRAs for his kids (ages 12, 10, and 2) who work in his business? – Bucket O’ Listener Questions

2021-08-07--:--

July 31, 2021 – Should You Avoid a Revocable Living Trust for Your Estate Planning? – What will rising inflation and interest rates do to your investments? – Bucket O’ Listener Questions

2021-07-31--:--

July 24, 2021 – What will rising inflation and interest rates do to your investments? – Bucket O’ Listener Questions

2021-07-2401:43:36

July 17, 2021 – Nazareth Days with Alyssa, Megan, and Chad raising funds for Animals in Distress! – Bucket O’ Listener Questions

2021-07-1701:49:06

July 10, 2021 – Run, Walk, or Roll with MtM Tuesday July 13th for LAMN! – Visit Your More than Money Friends Saturday July 17th at Nazareth Days! – Bucket O’ Listener Questions

2021-07-1001:43:57

July 3, 2021 – Celebrate July 4th and American Independence! – Bucket O’ Listener Questions

2021-07-0301:44:20

June 26, 2021 – How Should You Invest with Rising Inflation and Interest Rates? – Bucket O’ Listener Questions

2021-06-2601:43:55

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August 28, 2021 – Alyssa Young solo-hosts “More than Money”! – Special Guest Frank Renaldi – Folds of Honor details – “The Boy From Baby House 10” – Bucket O’ Listener Questions

#box-pro-ellipsis-17614523808566{-webkit-line-clamp:2;}August 28, 2021 – Alyssa Young solo-hosts “More than Money”! – Special Guest Frank Renaldi – Folds of Honor details – “The Boy From Baby House 10” – Bucket O’ Listener Questions

August 28, 2021 – Alyssa Young solo-hosts “More than Money”! – Special Guest Frank Renaldi – Folds of Honor details – “The Boy From Baby House 10” – Bucket O’ Listener Questions

Gene Dickison

August 28, 2021 – Alyssa Young solo-hosts “More than Money”! – Special Guest Frank Renaldi – Folds of Honor details – “The Boy From Baby House 10” – Bucket O’ Listener Questions