February 3, 2024 – Gene blurts out, ‘I love you!’.  And 20 life tips from the world’s happiest 100 year olds! – Some advisors seem to be copying More than Money – Not a surprise, really – Should investors be worried that the world will run out of gold?

More Than Money with Gene Dickison

February 3, 2024 - Gene blurts out, ‘I love you!’.  And 20 life tips from the world’s happiest 100 year olds! - Some advisors seem to be copying More than Money – Not a surprise, really - Should investors be worried that the world will run out of gold?

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:

• Their son (54) does not handle well.  Is putting his sister in charge the best idea?
• Is splitting a portfolio into stocks and index ETFs a sound diversification strategy?
• Will a revocable trust protect her when her significant other passes?
• The bank gave this elderly man bad IRA advice when his wife died.  What can he do now?
• 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.