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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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July 4, 2026 – Happy 250th Birthday to the United States of America! – Our June More than Money Newsletter available now for the asking – Oil prices have dropped over 40% from their recent highs
Saturday, 4 July, 2026
Gene and Alyssa answered questions and explored important topics: He asks how best to set up a scholarship honoring his late son? She asks if the large investment in an annuity her advisor is recommending is right for her? He asks how to be confident he can stay retired? She asks how to get all the good stuff MtM has to offer without traveling? 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.
