 |
More Than Money with Gene DickisonAuthor: Gene Dickison
Your financial well-being is what we focus on every minute of every business day. This is what you should expect from working with MtM Financial Group. Language: en-us Contact email: Get it Feed URL: Get it iTunes ID: Get it |
Listen Now...
November 1, 2025 – 40 million Americans need food stamps – can we teach them to fish? – Inflation cools – the Federal Reserve does cut rates – maybe not in December – Stock markets continue this year’s excellent performance. What about 2026?
Saturday, 1 November, 2025
Gene and Alyssa answered questions and explored important topics: His wife is 12 years older than him – will that affect his RMDs? She wants to know if she can fund a Roth IRA for her great grandson? She wants to put her financial future in jeopardy to help her two daughters . . . His dad is giving him good advice on his 401(k). Will she take it? 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 (Gene@AskMtM.com) to schedule your time with us.
