July 20, 2024 – President Trump Survives Assassination Attempt.  Keep him in your prayers! – Is the Protection Cost of a Buffered ETF worth the money? – Our MtM Babies – Annabelle, Nico, Blake, and Ainsley continue to grow and thrive!

More Than Money with Gene Dickison

July 20, 2024 - President Trump Survives Assassination Attempt.  Keep him in your prayers! - Is the Protection Cost of a Buffered ETF worth the money? - Our MtM Babies – Annabelle, Nico, Blake, and Ainsley continue to grow and thrive!

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 buckets o’ questions:

• He found out his partner has been lying to him about her finances for years.  Should he stay?
• He retired and started consulting.  Can he set up a retirement plan?
• He doesn’t want a 529 plan for either of his young children.  Is he right?
• She made a gift to son and daughter-in-law.  Did she do it right? 
• 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.