December 13, 2025

December 13, 2025 – More than Money Christmas Open House – New Record for Funds Raised for the Children! – We remember John Elliott and how much he meant to our show and to us – Invest in You team wrap and fill 100 shoeboxes for Cay Galgon’s mothers and babies

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2022 Gene Radio pic (1400 x 1400)
More Than Money with Gene Dickison
December 13, 2025 - More than Money Christmas Open House – New Record for Funds Raised for the Children! - We remember John Elliott and how much he meant to our show and to us - Invest in You team wrap and fill 100 shoeboxes for Cay Galgon’s mothers and babies
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Gene and Alyssa answered questions and explored important topics:

  • He is 80 and wants to know how to use buffered ETFs in his investment portfolio?
  • She asks if her friend is being misled by her annuity salesman?
  • She asks if there is a way to protect the retirement funds they currently have in the TSP?
  • He asks if his partner will need to take an RMD from her 401(k) next year when she retires?
  • She wants to know how to stop her father from changing his will?

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.