DiscoverMore Than Money with Gene DickisonJuly 11, 2020 – Happy Birthday to our daughter, Ali! — Can we disagree and still care for each other? — Bucket O’ Listener Questions
July 11, 2020 – Happy Birthday to our daughter, Ali! — Can we disagree and still care for each other? — Bucket O’ Listener Questions

July 11, 2020 – Happy Birthday to our daughter, Ali! — Can we disagree and still care for each other? — Bucket O’ Listener Questions

Update: 2020-07-11
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Gene answers tons of listener questions:



  • What should they do with the $62,000 left in their wonderful daughter’s 529 plan?
  • Annuity commissions vs. investment advisory fees – pros and cons?
  • Her 84 year old mom’s attorney is giving estate advice daughter disagrees with.  What gives?
  • Did the bank ‘screw up’ when they put her brother’s name on their mom’s account?
  • Many excellent listener questions


For our More than Money Audience



Free Second Opinion Meeting



          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?



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 free review.

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July 11, 2020 – Happy Birthday to our daughter, Ali! — Can we disagree and still care for each other? — Bucket O’ Listener Questions

July 11, 2020 – Happy Birthday to our daughter, Ali! — Can we disagree and still care for each other? — Bucket O’ Listener Questions

Gene Dickison