January 10, 2026

January 10, 2026 – She is very upset with Gene’s views on tariffs and found him ‘offensive’ – She also doesn’t believe that farmer’s markets are open in the winter – She gave him serious marching orders – How in the world did Gene respond?


Share
2022 Gene Radio pic (1400 x 1400)
More Than Money with Gene Dickison
January 10, 2026 - She is very upset with Gene’s views on tariffs and found him ‘offensive’ - She also doesn’t believe that farmer’s markets are open in the winter - She gave him serious marching orders – How in the world did Gene respond?
Loading
/

Gene and Alyssa answered questions and explored important topics:

  • He asks how he can leave a legacy for his grandchildren when he has very little money?
  • She is reluctant to confront her current advisor with the news she is leaving.  What to do?
  • She asks how to go about Roth conversions from her (2) 402(b) plans?
  • They want to know if they can afford to construct an addition to their home?
  • He asks if he can deposit $20,000 of stock into his wife’s Roth IRA?

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.