))
August 26, 2023 – Remembering 9/11 with a pledge to Folds of Honor – www.MoreThanMoneyOnline.com – Not such great advice for picking a financial advisor – Sent us your charity golf tournament invites!
Manage episode 375497440 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 tons of listener questions:
- His wife signed up for Medicare and it messed up her HSA. Can that be fixed?
- Everyone tells her she should convert her IRA to a Roth. True or false? (Spoiler alert – for her, false!)
- Should the lawyer be responsible to penalties on the estate tax?
- Father-in-law has been living with them for two years. Should he be helping with the expenses?
- 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.
76 episodes
Share
