July 19, 2025

July 19, 2025 – Upon the passing of Diane’s father, Jim Hinton, we celebrate his life – Thank you to everyone for your prayers – We will miss him so until we are all together again

Share
2022 Gene Radio pic (1400 x 1400)
More Than Money with Gene Dickison
July 19, 2025 - Upon the passing of Diane’s father, Jim Hinton, we celebrate his life - Thank you to everyone for your prayers - We will miss him so until we are all together again
Loading
/

Gene flies solo and answers questions including:

  • He asks how the BBB will affect his social security since he is still working at age 70?
  • She asks when to sell poorly performing stock – before or after dividend payments?
  • She asks if her brother is doing the right thing by giving their mom stock to sell?
  • She wants to know if she should keep the IRA her dad left her or give it ‘back’ to her mother?
  • And we are still feeling very, very blessed

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.