Gene answered listener questions, but mostly he shared Christmas music (thank you John Elliott), spent time with Gunther (he helps so many great organizations all year long), spoke with Alyssa (the ‘real’ host of More than Money) as she prepped for hosting her family on Christmas Eve, shared texts from Diane (if that is her real name), and invited everyone to Christmas Eve church service at Holy Cross in Moorestown.
Merry Christmas and Happy New Year
Free Second Opinion Meetings
- Do you have questions about your financial situation?
- Are you on track to reach your financial goals – particularly your retirement goals?
- What should you be doing right now?
Two New Free Services
- Have your current life insurance policies analyzed to see if they fit you or could you do better
- Have your current annuities analyzed to see if they fit you or could you do better
Added to These Free Services
- Social Security and Medicare Review with our SS/Med expert Mr. Mark Bacak
- Long Term Care Review with our partner Mr. Mike Pompei
- Reverse Mortgage Review with our partner Tiffany Shutta
- Estate Planning Document Review with an attorney in our office
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.