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December 30, 2023 – Happy New Year! Let’s Make 2024 a Great Year from Start to Finish! – What does ‘poo poo ka ka’ mean and is really translated from Yiddish? – What are the very best stock mutual funds for you in 2024 (trick question)?

 
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Manage episode 393116833 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:

  • Mom’s 7 year annuity matures in February. What should she do next?
  • He’s married, but only he is on the deed to their home. If they sell, what are the tax implications?
  • Has MtM handled any lottery winners? (spoiler alert – yes!)
  • Does the S&P 500 have enough ‘foreign’ exposure for most investors?
  • Lots more . . .

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.

  continue reading

86 episodes

Artwork
iconShare
 
Manage episode 393116833 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:

  • Mom’s 7 year annuity matures in February. What should she do next?
  • He’s married, but only he is on the deed to their home. If they sell, what are the tax implications?
  • Has MtM handled any lottery winners? (spoiler alert – yes!)
  • Does the S&P 500 have enough ‘foreign’ exposure for most investors?
  • Lots more . . .

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.

  continue reading

86 episodes

All episodes

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