September 21, 2024

September 21, 2024 – Folds of Honor Radiothon Extended – $102,000 Raised!  Thank You! – Thank you so much to more than 400 of you who helped us raise funds for more than 20 scholarships! – Thank you for helping us help the families of our military vets and first responders

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2022 Gene Radio pic (1400 x 1400)
More Than Money with Gene Dickison
September 21, 2024 - Folds of Honor Radiothon Extended - $102,000 Raised!  Thank You! - Thank you so much to more than 400 of you who helped us raise funds for more than 20 scholarships! - Thank you for helping us help the families of our military vets and first responders
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Gene and Alyssa answer buckets o’ questions:

  • Their kids live less than an hour from the MtM World Headquarters.  Should they make the trip?
  • Did this financial advisor have $10 Billion of assets or $11.5 trillion?
  • If your advisor is only licensed to sell insurance and annuities is he/she really a financial advisor?
  • He is 70 and starting his social security.  She is 64.  How do they calculate her spousal benefits? 
  • Lots more . . .

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.