March 1, 2025

March 1, 2025 – Special Event – March 6th – Live Television Taping of More than Money at PBS39 – Want to be part of a live studio audience? – www.MoreThanMoneyOnline.com use the banner on our home page to register

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2022 Gene Radio pic (1400 x 1400)
More Than Money with Gene Dickison
March 1, 2025 - Special Event – March 6th – Live Television Taping of More than Money at PBS39 - Want to be part of a live studio audience? - www.MoreThanMoneyOnline.com use the banner on our home page to register
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Gene and Alyssa answer questions:

  • He asks if he can contribute stock into an IRA?
  • They gave a gift to their grandson.  Their son ended up paying the tax.  Is that right?
  • She wants to name friends as beneficiaries.  What information does she need?
  • Two partners have made excellent real estate profits.  How do they avoid the taxes? 
  • 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.