January 14, 2023 – Stock Markets Up Sharply in the New Year (ok – for 11 days – keep calm)! – Jonathan Weimer Joins MtM as Our Newest Financial Advisor! – MtM Tax Clients Be Sure to Review Super Important Email!

More Than Money with Gene Dickison

January 14, 2023 - Stock Markets Up Sharply in the New Year (ok – for 11 days – keep calm)! - Jonathan Weimer Joins MtM as Our Newest Financial Advisor! - MtM Tax Clients Be Sure to Review Super Important Email!

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 answered tons of listener questions:

• What are the pros and cons of buying CDs vs. I Bonds?
• Caller wanted to thank Alyssa for her help and her kindness – nice.
• They are 80 and investing in short term bonds – should they make a change to intermediate?
• If he wants to add gold to his investment portfolio will an ETF do as well as physical gold?
• Lots more . . .

Free Second Opinion Meetings

• Do you have questions about your financial situation?
• Are you on track to reach your financial goals – particularly your retirement goals?
• What should you be doing right now?

Two New Free Services

• Have your current life insurance policies analyzed to see if they fit you or could you do better
• Have your current annuities analyzed to see if they fit you or could you do better

Added to These Free Services

• Social Security and Medicare Review with our SS/Med expert Mr. Mark Bacak
• Long Term Care Review with our partner Mr. Mike Pompei
• Reverse Mortgage Review with our partner Tiffany Shutta
• Estate Planning Document Review with an attorney in our office

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.