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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 |
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March 28, 2026 – Baseball season starts – Yankees and Phillies are a lock to meet in the World Series – Gold prices drop in face of Geo-Political fears – what gives? – Al Pacino says his accountant stole $50 million – oh, and he did have 23 cars!
Saturday, 28 March, 2026
Gene answered questions and explored important topics: She asks how to plan her estate without risking that the funeral home won’t be there? He asks how at age 73 he can invest $300,000 without serious risk? He asks how to deal with his son who wants to buy his business, but will run it into the ground? She asks about how she might be able to take advantage of this dip in the stock markets? 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.
