February 15, 2025

February 15, 2025 – Special Event – March 6th – Live Television Taping of More than Money at PBS39 – Only 21 seats left to be part of a live studio audience? – Email Gene@AskMtM.com to request your seats

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More Than Money with Gene Dickison
More Than Money with Gene Dickison
February 15, 2025 - Special Event – March 6th – Live Television Taping of More than Money at PBS39 - Only 21 seats left to be part of a live studio audience? - Email Gene@AskMtM.com to request your seats
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Gene and Alyssa answer questions:

  • She asks how to handle life insurance policies with grandkids as the beneficiaries?
  • She asks how to handle funds for her brother who is institutionalized?
  • Can she convert her inherited IRA RMDs into a Roth IRA?
  • She asks if there is an easy way to get out of her timeshare? 
  • And we are still feeling very, very blessed

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.