About this episode

Gene and Alyssa discuss financial strategies and current events impacting markets and investments.

Gene and Alyssa answered questions and explored important topics: He asks should they convert a $1 million IRA in one block? She asks if she can contribute to an IRA if she has also contributed to a 401(k)? He asks how to avoid probate when leaving his home to his son? She asks if she can invest in the stock market without taking so much risk? 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

• Iran conflict
• peace
• markets
• gas prices
• IRA contributions
• probate avoidance
• investment strategies

Keywords

• IRA
• 401(k)
• probate
• investment risk
• financial planning
• Social Security
• estate planning

Mentioned in this episode

Places: Iran, Lehigh County

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