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September 21, 2024 – Folds of Honor Radiothon Extended – $102,000 Raised! Thank You! – Thank you so much to more than 400 of you who helped us raise funds for more than 20 scholarships! – Thank you for helping us help the families of our military vets an
Manage episode 441523467 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 buckets o’ questions:
- Their kids live less than an hour from the MtM World Headquarters. Should they make the trip?
- Did this financial advisor have $10 Billion of assets or $11.5 trillion?
- If your advisor is only licensed to sell insurance and annuities is he/she really a financial advisor?
- He is 70 and starting his social security. She is 64. How do they calculate her spousal benefits?
- 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.
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