))
February 24, 2024 – Save the Date! March 9th Live Radio Show from the More than Money World Headquarters! – Gene’s daughter is expecting a daughter of her own – very shortly! – We are planning a More than Money Blood Drive – Maybe you’ll join us?
Manage episode 407848033 series 1094528
Content provided by Gene Dickison. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gene Dickison or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
- Gene and Alyssa answer lots of listener questions:
- She is looking for ways to supplement their social security income. Why won’t he help?
- He thinks he will save a ton of money if he fires his financial advisor. Is he right?
- Their son is serving in the Marines and may have messed up his PA tax return. Can we help?
- Medicaid might take the family homestead. What can be done?
- Lots more . . .
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.
99 episoade
Distribuie
