March 15, 2025 – Stock Market Volatility Continues – Tariffs Seem to be the Challenge – Center for Animal Health and Welfare – Gunther’s Raising $100,000+ – Who knew that ‘Gronk’ and ‘Grok’ are not the same thing?

More Than Money with Gene Dickison

March 15, 2025 - Stock Market Volatility Continues – Tariffs Seem to be the Challenge - Center for Animal Health and Welfare – Gunther’s Raising $100,000+ - Who knew that ‘Gronk’ and ‘Grok’ are not the same thing?

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Gene and Alyssa answer questions:

• He is recently retired and (understandably) concerned about the stock market?
• His daughter battles addition.  How can his estate plan protect her from herself?
• She asked how an MtM ‘second opinion meeting’ works?
• She asks if she should combine her other investments with her 401(k)? 
• And we are still feeling very, very blessed

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• 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
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