September 13, 2025

September 13, 2025 – Folds of Honor Radiothon success on 9/11 at our MtM World Headquarters – Charlie Kirk young advocate for faith, family and country assassinated – Please continue to support Folds, Turning Point USA, and the United States of America

Share
2022 Gene Radio pic (1400 x 1400)
More Than Money with Gene Dickison
September 13, 2025 - Folds of Honor Radiothon success on 9/11 at our MtM World Headquarters - Charlie Kirk young advocate for faith, family and country assassinated - Please continue to support Folds, Turning Point USA, and the United States of America
Loading
/

Gene and Alyssa answered questions and explored important topics:

  • She wants to know how to value collectibles for IRS purposes?
  • He wants to know how to best use his IRA for long term care
  • We explore Qualified Charitable Distributions (QCDs)
  • We explore annuities as ‘Private Pensions’ pros and cons

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.