February 28, 2026

February 28, 2026 – Live TV Event on March 5th at PBS – Want to attend? – Annabelle celebrated her 2nd birthday with a lunch at the MtM World Headquarters – More than Money Newsletter available – free – just ask!

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2022 Gene Radio pic (1400 x 1400)
More Than Money with Gene Dickison
February 28, 2026 - Live TV Event on March 5th at PBS – Want to attend? - Annabelle celebrated her 2nd birthday with a lunch at the MtM World Headquarters - More than Money Newsletter available – free – just ask!
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Gene and Alyssa answered questions and explored important topics:

  • He asks if it is permitted to make gifts to a 3 year old child?  (spoiler alert – yes!)
  • She asks the safest way to share financial information with her advisor?
  • She asks us to outline the basics of Medicare coverage, choices, and requirements?
  • He is a ‘financial advisor/stock broker’ and says most people can’t save for retirement?
  • Gene’s solution to the first time home buyer challenge – skip paying for college!  (Hint – there’s more to it than that, but you’ll see)

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.