DiscoverMore Than Money with Gene DickisonJuly 17, 2021 – Nazareth Days with Alyssa, Megan, and Chad raising funds for Animals in Distress! – Bucket O’ Listener Questions
July 17, 2021 – Nazareth Days with Alyssa, Megan, and Chad raising funds for Animals in Distress! – Bucket O’ Listener Questions

July 17, 2021 – Nazareth Days with Alyssa, Megan, and Chad raising funds for Animals in Distress! – Bucket O’ Listener Questions

Update: 2021-07-17
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Gene and Alyssa Young answer tons of listener questions:



  • Is now a good time to invest in a Florida condo?
  • How does one go about ‘selling’ a life insurance policy?
  • What is the process for getting an IRA from one custodian to another?
  • He wants to know if he should invest in an annuity a salesman has offered him?
  • Lots more listener questions


Two New Free Services



  • Have your current life insurance policies analyzed to see if they fit you or could you do better
  • Have your current annuities analyzed to see if they fit you or could you do better


Added to These Free Services



  • Social Security and Medicare Review with our SS/Med expert Mr. Mark Bacak
  • Long Term Care Review with our partner Mr. Mike Pompei
  • Reverse Mortgage Review with our partner Tiffany Shutta
  • Estate Planning Document Review with an attorney in our office


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?


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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July 17, 2021 – Nazareth Days with Alyssa, Megan, and Chad raising funds for Animals in Distress! – Bucket O’ Listener Questions

July 17, 2021 – Nazareth Days with Alyssa, Megan, and Chad raising funds for Animals in Distress! – Bucket O’ Listener Questions

Gene Dickison