July 22, 2023 – Animals in Distress Radiothon Raises $218,000! A New Record! – Stock markets continue upward trend – Alyssa circles back to last week’s Social Security and Medicare questions

More Than Money with Gene Dickison

July 22, 2023 - Animals in Distress Radiothon Raises $218,000! A New Record! - Stock markets continue upward trend - Alyssa circles back to last week’s Social Security and Medicare questions

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 tons of listener questions:

• His 401(k) has been ‘kicked around’ to 4 different investment groups.  He wants out!
• What RMD must they take from her inherited IRA this year?
• He wants to know why life insurance is being sold to people who don’t need it?
• She wants to know how to invest in the stock market without high anxiety?
• Lots more . . .

Free Second Opinion Meetings

• Do you have questions about your financial situation?
• 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?

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.