))
December 23, 2023 – Merry Christmas! – The gift of salvation is needed now more than ever! – Watch Gene’s favorite ‘A Christmas Carol’!
Manage episode 391754277 series 1094528
Content provided by Gene Dickison. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gene Dickison or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Gene and Alyssa answer a few listener questions, but mostly say thank you over and over:
- How does he find a quality advisor for a friend who lives out of state?
- Does she owe tax on a $150,000 inheritance she received from a friend?
- Should he pay off his mortgage or secure an annuity to do that over time?
- Her daughter is 27. Can she set up an appointment with an MtM 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?
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.
73 episodes
Share
