June 17, 2023 – $1,000 Matched for LLS!  $3,500 So Far – Another $1,000 Match Challenge this Week! – Join Us June 29th at Blue Ridge Winery for a Very Special MtM Event and Wine for LLS! – Invite our MtM golfers to your fund raising golf tournament!

More Than Money with Gene Dickison

June 17, 2023 - $1,000 Matched for LLS!  $3,500 So Far – Another $1,000 Match Challenge this Week! - Join Us June 29th at Blue Ridge Winery for a Very Special MtM Event and Wine for LLS! - Invite our MtM golfers to your fund raising golf tournament!

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Gene and Jon Weimer answer tons of listener questions:

• At his age of 70 does it still make sense to convert his 401(k)s to a Roth IRA?
• How does he choose from a lump sum or monthly payments from his pension?
• What are the right steps to take when parents want to help their kids buy their first home?
• The markets are up significantly this year.  Is the talk of recession behind us?
• 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.