About this episode

Gene and Alyssa discuss financial strategies including charitable donations, private mortgages, and estate planning.

Gene and Alyssa answered questions and explored important topics: He asks how he and his wife can use QCDs to donate to their favorite charities? She asks how to loan money to her daughter using a private mortgage? He asks how to he leave $2.5 million to his son without his son’s wife getting her hands on it? She asks if she can still become a client after a long wait since her first meeting? 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

• charitable donations
• private mortgages
• estate planning
• financial advice
• retirement planning
• Social Security strategies

Keywords

• QCDs
• charity
• private mortgage
• estate planning
• financial advice
• retirement
• Social Security

Mentioned in this episode

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

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