August 1, 2026

August 1, 2026 – More than Money Newsletter available now for the asking – email [email protected] – 25 year old hedge fund manager loses $35 billion the week before his marriage! – Will it help if you know which direction the stock market is going?  (Spoiler alert – No!)

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2022 Gene Radio pic (1400 x 1400)
More Than Money with Gene Dickison
August 1, 2026 - More than Money Newsletter available now for the asking – email [email protected] - 25 year old hedge fund manager loses $35 billion the week before his marriage! - Will it help if you know which direction the stock market is going?  (Spoiler alert – No!)
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Gene and Alyssa answered questions and explored important topics:

  • He asks what happens to the assets in a revocable trust when he passes?
  • She asks if the new RMD age is 75?  (Spoiler – the answer is ‘it depends’)
  • He asks if he can use a reverse mortgage to fund the purchase of a new home?
  • She asks how to handle RMDs from (3) 401(k)s?

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  • 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? 

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