March 14, 2026

March 14, 2025 – Thank You to Everyone!  Gene received hundreds of Happy Birthday wishes! – Market volatility creates more interest in investment options with downside protection – More than Money Newsletter available – free – just ask!

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2022 Gene Radio pic (1400 x 1400)
More Than Money with Gene Dickison
March 14, 2025 - Thank You to Everyone!  Gene received hundreds of Happy Birthday wishes! - Market volatility creates more interest in investment options with downside protection - More than Money Newsletter available – free – just ask!
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Gene answered questions and explored important topics:

  • He is very concerned that his ‘wealth manager’ invested in over 100 stocks!?!
  • He wants to know if tax-free bonds are a ‘good’ investment?
  • He asks if MtM Financial Group is a better advisor than Thrivent?
  • She wants my opinion on a law Congress passed, but doesn’t say what the law is . . .
  • Suze Orman says ‘aging in place’ can cost you money (alert – she’s way off base here)

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.