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September 23, 2023 – Our Total for 2023 Folds of Honor Radio-thon . . . $114,401!  A New Record – Thank you so much to our audience, our sponsors, and our MtM Team! – Megan figures it all out!!!

 
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Manage episode 378025093 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:

  • They responded to the IRS and they haven’t heard a word in weeks. Should they be worried?
  • What are the costs involved in adding gold to an investment account?
  • Are ESG investment managers giving up profits to support their ‘woke’ ideology?
  • They have $500,000 in many different places. Can they consolidate and get some help?
  • 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

76 episodes

Artwork
iconShare
 
Manage episode 378025093 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:

  • They responded to the IRS and they haven’t heard a word in weeks. Should they be worried?
  • What are the costs involved in adding gold to an investment account?
  • Are ESG investment managers giving up profits to support their ‘woke’ ideology?
  • They have $500,000 in many different places. Can they consolidate and get some help?
  • 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

76 episodes

All episodes

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