))
January 27, 2024 – Hear Gene’s Advice to Fathers Wanting to Help Their Daughters – Grant Cardone says real estate is safer than a savings account. What?!?! – Lots of questions around the topic of Special Needs Trusts
Manage episode 398258287 series 1094528
Gene Dickison에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Gene Dickison 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Gene and Alyssa answer lots of listener questions:
- Is it possible for grandmother to help her grandchildren become millionaires?
- She has done amazingly well, but at age 71 she now wants a financial advisor. How does she find one?
- Is it a good idea to move an IRA into a credit union CD?
- Does Point Phillip Hotel really have the best brisket around?
- Lots more . . .
Free Second Opinion Meetings
- Meet with a More than Money advisor to review your entire financial picture or simply project your retirement
- Meet with our Social Security partner to plan the best S/S strategy for you
- Meet with our estate planning attorney partner to review your estate plans – if you have any
- Meet with our insurance partner to review your life or long term care coverages
- Discover how to have your 401(k) professionally managed without leaving your company plan
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.
93 에피소드
공유
