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  • September 19, 2020 – Radio Show

    September 19, 2020 – Radio Show
    2020/09/19
    1分未満
  • Interview : Sarah White Duncan, Lost Her USAF Pilot Father At Age Six

    Interview : Sarah White Duncan, Lost Her USAF Pilot Father At Age Six
    2020/09/12
    1分未満
  • September 12, 2020 – Thanks to You – More than Money Raises $70,800 for Folds of Honor! – Gene Interviews Sarah Duncan Who Lost Her USAF Pilot Father ...

    September 12, 2020 – Thanks to You – More than Money Raises $70,800 for Folds of Honor! – Gene Interviews Sarah Duncan Who Lost Her USAF Pilot Father ...
    2020/09/12

    Gene answers tons of listener questions and thanks everyone for their help with Folds of Honor.

    Thank you.

    We’ve had the most amazing result – over $70,000 (14 scholarships) raised for Folds of Honor – and the thanks goes to all of you who supported us on our 9/11 event and throughout the week. Bobby Gunther Walsh traveled the Valley with his WAEB AM790 radio show to take our cause to everyone. Beth Simmons, President of the Eastern Pa and New Jersey Folds of Honor chapter, spend weeks preparing and executing our effort to share the Folds of Honor story. But it was all of you that put us over the top!

    Thank you on behalf of our More than Money team and on behalf of the families of our military veterans who will receive the support and guidance they need and deserve.

    Thank you.

    For our More than Money Audience

    Free Second Opinion Meeting

    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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    1分未満
  • Interview : Kelli Campbell, Widow of USMC Major Shawn Campbell

    Interview : Kelli Campbell, Widow of USMC Major Shawn Campbell
    2020/09/05
    1分未満
  • September 5, 2020 – Gene Interviews Kelli Campbell Widow of USMC Major Shawn Campbell – More than Money Underwrites 9/11 Fund Raiser with WAEB – AM790...

    September 5, 2020 – Gene Interviews Kelli Campbell Widow of USMC Major Shawn Campbell – More than Money Underwrites 9/11 Fund Raiser with WAEB – AM790...
    2020/09/05

    Gene answers tons of listener questions:

    • Listener asks how an annuity can pay his brother 7%?
    • His financial advisor died and his ‘new advisor’ is missing in action. What gives?
    • Is it true that her annuity’s guaranteed income has doubled in nine years?
    • Can an ETF really guarantee 7% yields?
    • Many excellent listener questions

    For our More than Money Audience

    Free Second Opinion Meeting

    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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    1分未満
  • Interview : U.S. Army Major Ed Pulido for Folds of Honor

    Interview : U.S. Army Major Ed Pulido for Folds of Honor
    2020/08/29
    1分未満
  • August 29, 2020 – Gene Interviews U.S. Army Major Ed Pulido for Folds of Honor – More than Money Underwrites 9/11 Fund Raiser with WAEB AM790 – Bucket...

    August 29, 2020 – Gene Interviews U.S. Army Major Ed Pulido for Folds of Honor – More than Money Underwrites 9/11 Fund Raiser with WAEB AM790 – Bucket...
    2020/08/29

    Gene answers tons of listener questions:

    • Listener asks about the differences between ‘good’ annuity companies and ‘bad’ annuity companies?
    • Listener not happy with Fisher Investments?
    • Can listener name her ‘significant other’ as the beneficiary of her 401(k)?
    • Should young listener’s first car be a new car, a used car, a CPO, or a lease?
    • Many excellent listener questions

    For our More than Money Audience

    Free Second Opinion Meeting

    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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    1分未満
  • August 22, 2020 – Join Us on 9/11 as We Raise Funds for Folds of Honor – Home Sales Rise 24.7% in July – New Record – Bucket O’ Listener Questions

    August 22, 2020 – Join Us on 9/11 as We Raise Funds for Folds of Honor – Home Sales Rise 24.7% in July – New Record – Bucket O’ Listener Questions
    2020/08/22

    Gene answers tons of listener questions:

    • How does self-employed listener put more money away for retirement than he can in his IRA?
    • Is it possible to spend your retirement savings and still give $500,000 each to two kids?
    • Can a retiree ‘put’ money into a Roth IRA with having earned income?
    • What options does listener have when her LTC company raises her premiums 150%!?
    • Many excellent listener questions

    For our More than Money Audience

    Free Second Opinion Meeting

    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.
    続きを読む 一部表示
    1分未満