July 15, 2023 – Gene and Diane’s daughter, Alyssa, earns her PhD! – Alyssa’s son, Andrew, celebrates his high school graduation and heads to West Chester University – Invite our MtM golfers to your fund raising golf tournament!

More Than Money with Gene Dickison

July 15, 2023 - Gene and Diane’s daughter, Alyssa, earns her PhD! - Alyssa’s son, Andrew, celebrates his high school graduation and heads to West Chester University - Invite our MtM golfers to your fund raising golf tournament!

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Gene and Alyssa answer tons of listener questions:

• He wants to transition to part-time at age 65, but his wife wants him to keep working full-time.  What to do?
• They want to know if charitable gift annuities are a good idea?
• A thief stole her checks from her mail box and drained her account.  And he didn’t need a computer to do it.
• First ‘advisor’ wanted to sell him an annuity (while making a $40,000 commission).  How about the second advisor?
• Lots more . . .

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• Are you on track to reach your financial goals – particularly your retirement goals?
• What should you be doing right now?
• Are you taking too much risk with your investments?
• Is your 401(k) or 403(b) being actively managed for you?

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