February 24, 2024 – Save the Date!  March 9th Live Radio Show from the More than Money World Headquarters! – Gene’s daughter is expecting a daughter of her own – very shortly! – We are planning a More than Money Blood Drive – Maybe you’ll join us?

More Than Money with Gene Dickison

February 24, 2024 - Save the Date!  March 9th Live Radio Show from the More than Money World Headquarters! - Gene’s daughter is expecting a daughter of her own – very shortly! - We are planning a More than Money Blood Drive – Maybe you’ll join us?

Play Episode Pause Episode

Mute/Unmute Episode Rewind 10 Seconds 1x Fast Forward 30 seconds

00:00 /

RSS Feed

Share

Link

Embed

• Gene and Alyssa answer lots of listener questions:
• She is looking for ways to supplement their social security income.  Why won’t he help?
• He thinks he will save a ton of money if he fires his financial advisor.  Is he right?
• Their son is serving in the Marines and may have messed up his PA tax return.  Can we help?
• Medicaid might take the family homestead.  What can be done?
• Lots more . . .

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.