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June 10, 2023 – $1,000 Matched for LLS! $2,000 So Far – Another $1,000 Match Challenge this Week! – Join Us June 29th at Blue Ridge Winery for a Very Special MtM Event and Wine for LLS! – Invite our MtM golfers to your fund raising golf tournament!
Manage episode 366294751 series 1094528
Innhold levert av Gene Dickison. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Gene Dickison eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Gene and Alyssa answer tons of listener questions:
- She asks how to move her RMD to her church without paying income taxes?
- Should he cash in his CD for higher interest rates?
- She has detailed ‘second opinion’ questions about her investments?
- Gene and Alyssa create a list of ‘red flags’ you should look for when dealing with a financial advisor?
- Lots more . . .
Free Second Opinion Meetings
- Do you have questions about your financial situation?
- Are you on track to reach your financial goals – particularly your retirement goals?
- What should you be doing right now?
- Are you taking too much risk with your investments?
- Is your 401(k) or 403(b) being actively managed for you?
Free Services
- Have your current life insurance policies analyzed to see if they fit you or could you do better
- Have your current annuities analyzed to see if they fit you or could you do better
- Social Security and Medicare Review with our SS/Med expert Mr. Mark Bacak
- Long Term Care Review with our partner Mr. Mike Pompei
- Reverse Mortgage Review with our partner Tiffany Shutta
- Estate Planning Document Review with an attorney in our office
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.
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