August 2, 2025

August 2, 2025 – Alyssa and her family return safely from their voyage across the world – Stock markets show volatility in face of jobs report and Federal Reserve actions – Scammers are out to take your life savings!

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2022 Gene Radio pic (1400 x 1400)
More Than Money with Gene Dickison
August 2, 2025 - Alyssa and her family return safely from their voyage across the world - Stock markets show volatility in face of jobs report and Federal Reserve actions - Scammers are out to take your life savings!
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Gene and Alyssa answer questions including:

  • He asks for us to explain the basics of a reverse mortgage?
  • He is a retiring school teacher and wants to know how to accept his pension?
  • She wants to know if a specific annuity would be a good investment for her?
  • He shares that State Farm is not accepting Umbrella liability policies at this time.  Why?
  • And we are still feeling very, very blessed

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.