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December 23, 2023 – Merry Christmas! – The gift of salvation is needed now more than ever! – Watch Gene’s favorite ‘A Christmas Carol’!
Manage episode 391754277 series 1094528
Το περιεχόμενο παρέχεται από το Gene Dickison. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Gene Dickison ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Gene and Alyssa answer a few listener questions, but mostly say thank you over and over:
- How does he find a quality advisor for a friend who lives out of state?
- Does she owe tax on a $150,000 inheritance she received from a friend?
- Should he pay off his mortgage or secure an annuity to do that over time?
- Her daughter is 27. Can she set up an appointment with an MtM advisor?
- 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.
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