About this episode

Gene and Alyssa discuss various financial planning topics including scholarships, annuities, retirement confidence, and more.

Gene and Alyssa answered questions and explored important topics: He asks how best to set up a scholarship honoring his late son? She asks if the large investment in an annuity her advisor is recommending is right for her? He asks how to be confident he can stay retired? She asks how to get all the good stuff MtM has to offer without traveling? 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

• scholarship setup
• annuity investment
• retirement confidence
• financial planning
• estate planning
• insurance review

Keywords

• financial advice
• scholarship
• annuity
• retirement
• estate planning
• insurance
• 401(k) management

Mentioned in this episode

Places: United States of America

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