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September 9, 2023 – Remembering 9/11 with a pledge to Folds of Honor – www.MoreThanMoneyOnline.com – We interview two Folds of Honor recipient families – helped thanks to you – Jenn Stephens and Jacob Green

 
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Manage episode 376654659 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:

  • How best to donate using a Charitable Trust or Donor Advised Fund?
  • Can he move money from his IRA to his grandchildren’s 529 plans without paying taxes?
  • He’s 70 and thinking he would like to invest in stocks. Good idea?
  • He is using his home for an AirBnB and his mortgage company is unhappy. What can 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

81 episodes

Artwork
iconShare
 
Manage episode 376654659 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:

  • How best to donate using a Charitable Trust or Donor Advised Fund?
  • Can he move money from his IRA to his grandchildren’s 529 plans without paying taxes?
  • He’s 70 and thinking he would like to invest in stocks. Good idea?
  • He is using his home for an AirBnB and his mortgage company is unhappy. What can 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

81 episodes

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