About this episode

Gene and Alyssa discuss various financial planning topics including retirement home funding, tax treatment for property, and college loan management.

Gene and Alyssa answered questions and explored important topics: He asks how best to fund the transition from his current home to his retirement home? He asks about the tax treatment for a property he is buying and leasing back to the owners? He asks what is the best pay to handle his daughter's two (2) college loans? She asks how we (MtM Advisors) know what to invest in, when to buy, and when to sell? 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.

People in this episode

Host: Gene Dickison

Guest: Alyssa

Topics covered

• financial planning
• retirement transition
• tax treatment
• college loans
• investment strategies
• estate planning
• insurance review

Keywords

• financial opportunity
• retirement home
• tax treatment
• college loans
• investment
• financial advisor
• 401(k) management

Mentioned in this episode

Organizations: MtM Advisors, More than Money, Social Security, insurance partner, estate planning attorney partner

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