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December 9, 2023 – IIY Holiday Hope Chest – 115 Christmas Boxes Packed for the Kids Who Need Us! – Presidents of Penn, Harvard, and MIT demonstrate incredible academic arrogance! – More than Money Newsletters (Nov. and Dec.) in your mailboxes

 
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Manage episode 388870146 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:

  • Suze is wrong. Suze says you should never lease a car. She is wrong.
  • Should she use part of her retirement funds to pay off debt for her kids?
  • She is on her way to happy, healthy, hundred, but is her advisor not up to the task?
  • He knows his daughter will blow through the money when he’s gone. What should he do?
  • 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.

  continue reading

73 episodes

Artwork
iconShare
 
Manage episode 388870146 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:

  • Suze is wrong. Suze says you should never lease a car. She is wrong.
  • Should she use part of her retirement funds to pay off debt for her kids?
  • She is on her way to happy, healthy, hundred, but is her advisor not up to the task?
  • He knows his daughter will blow through the money when he’s gone. What should he do?
  • 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.

  continue reading

73 episodes

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