February 17, 2024 – Callers with Questions from Colorado and Arkansas! – What should you expect from your financial advisor? – Who should correct an employee’s wrong W-4?

More Than Money with Gene Dickison

February 17, 2024 - Callers with Questions from Colorado and Arkansas! - What should you expect from your financial advisor? - Who should correct an employee’s wrong W-4?

Play Episode Pause Episode

Mute/Unmute Episode Rewind 10 Seconds 1x Fast Forward 30 seconds

00:00 /

RSS Feed

Share

Link

Embed

Gene and Alyssa answer lots of listener questions:

• They have two grown children they want to help.  IRAs?
• He shifted from employee to self-employed.  How does he save for retirement?
• She wants to move $25,000 each into 529 plans for her 4 grandchildren.  What’s the best strategy?
• What records should you keep when you make improvements to your home?
• 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 ([email protected]) to schedule your time with us.