July 25, 2026

July 25, 2026 – More than Money Newsletter available now for the asking – email [email protected] – When is the absolutely the best time for you to start taking your Social Security? – How do you invest when the stock market is so volatile?

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2022 Gene Radio pic (1400 x 1400)
More Than Money with Gene Dickison
July 25, 2026 - More than Money Newsletter available now for the asking – email [email protected] - When is the absolutely the best time for you to start taking your Social Security? - How do you invest when the stock market is so volatile?
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Gene and Alyssa answered questions and explored important topics:

  • He insisted his advisor buy Space X.  Now he’s blaming the advisor?
  • She is selling a home they bought in 1970, her husband died in 1996.  What is her cost basis?
  • He asks how to best use $300,000 inherited very unexpectedly?
  • She asks how to handle a 401(k) with regular, Roth, and after-tax funds for her RMDs?

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.