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May 11, 2024 – MtM Team Returns from a National Conference of Financial Advisors – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banner on our More than Money web site home page!

 
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Manage episode 419256326 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 buckets o’ questions:

  • Her Long Term Care Insurance premiums are through the roof! What should she do?
  • He wants a meeting to see if we are a good fit? Is that the right attitude to start? You bethcha!
  • He likes our shows even though we don’t always agree. Is that ok? You bethcha!
  • She wants to know the best strategies for buying a home near their kids and grandkids.
  • 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.

  continue reading

99 episoade

Artwork
iconDistribuie
 
Manage episode 419256326 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 buckets o’ questions:

  • Her Long Term Care Insurance premiums are through the roof! What should she do?
  • He wants a meeting to see if we are a good fit? Is that the right attitude to start? You bethcha!
  • He likes our shows even though we don’t always agree. Is that ok? You bethcha!
  • She wants to know the best strategies for buying a home near their kids and grandkids.
  • 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.

  continue reading

99 episoade

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