January 25, 2025

January 25, 2025 – Special Event – March 6th – Live Television Taping of More than Money at PBS39 – Would like to be part of our 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
January 25, 2025 - Special Event – March 6th – Live Television Taping of More than Money at PBS39 - Would like to be part of our live studio audience? - Email Gene@AskMtM.com to request your seats
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Gene and Alyssa answer questions:

  • He asks how to sell stock with large capital gains and not pay income tax?
  • He asks how much we know about unemployment compensation?  (Spoiler alert – not much!)
  • She is helping a neighbor who has not family to help her.  Does she need a power of attorney?
  • He has questions about MtM having a conference room named after President Trump? 
  • 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.