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

Update: 2021-07-31

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Gene and Alyssa Young answer tons of listener questions:

Should listener pay off a mortgage or invest him money?
Is she able to more an investment account that’s being held in a trust?
How should she handle her Dad’s RMD? He passed in April.
He and his brother are partners in an investment in a house. How should they split the profits?
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.

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In Channel

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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

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

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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

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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

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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

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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

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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

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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

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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

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

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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

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

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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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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

#box-pro-ellipsis-176158971136664{-webkit-line-clamp:2;}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

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

Gene Dickison

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