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

Update: 2021-08-07

Description

Gene and Alyssa Young answer tons of listener questions:

He’s 41, made a ton of bad financial choices – is he about to make another bad one?
How easy is it to move accounts from one advisor to another?
They’re planning their family. How do they transition from two incomes to one?
She is on disability and just inherited a fair sum of money. Will she lose her benefits?
Lots more listener questions

Two New Free Services

Have your current life insurance policies analyzed to see if they fit you or could you do better
Have your current annuities analyzed to see if they fit you or could you do better

Added to These Free Services

Social Security and Medicare Review with our SS/Med expert Mr. Mark Bacak
Long Term Care Review with our partner Mr. Mike Pompei
Reverse Mortgage Review with our partner Tiffany Shutta
Estate Planning Document Review with an attorney in our office

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?

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

2021-11-06--:--

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

2021-10-30--:--

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

2021-10-23--:--

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

2021-10-16--:--

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

2021-10-09--:--

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

2021-10-02--:--

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

00:00

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

#box-pro-ellipsis-176145846530961{-webkit-line-clamp:2;}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

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

Gene Dickison

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