December 27, 2025

December 27, 2025 – Merry Christmas and Happy Birthday to Jesus – New Year’s Eve is right around the corner! – Take some time to plan your finances for 2026!

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2022 Gene Radio pic (1400 x 1400)
More Than Money with Gene Dickison
December 27, 2025 - Merry Christmas and Happy Birthday to Jesus - New Year's Eve is right around the corner! - Take some time to plan your finances for 2026!
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Gene and Alyssa answered questions and explored important topics:

  • He asks if he should use a 100% mortgage to finance his first home buy?
  • He is 58, divorced, and finding women to be gold diggers.  What should he do?
  • She asks how much she and her husband can contribute to a Roth IRA in 2025?
  • He asks if his 401(k) ‘catch-up’ contributions must go into the Roth side?
  • They want to use the new ‘senior’ deductions to cut their taxes.  Are they ready to go?

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.