DiscoverMore Than Money with Gene DickisonJuly 3, 2021 – Celebrate July 4th and American Independence! – Bucket O’ Listener Questions
July 3, 2021 – Celebrate July 4th and American Independence! – Bucket O’ Listener Questions

July 3, 2021 – Celebrate July 4th and American Independence! – Bucket O’ Listener Questions

Update: 2021-07-03
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Gene and Alyssa Young answer tons of listener questions:



  • How can he make gifts to his daughters in the best way?
  • He is just getting started on investing – what should his allocation be?
  • Her mother’s estate has not been finalized in 14 years!  What can she do?
  • Her term life policy is ending.  She doesn’t need the coverage.  Should you convert to whole life any way?
  • 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 3, 2021 – Celebrate July 4th and American Independence! – Bucket O’ Listener Questions

July 3, 2021 – Celebrate July 4th and American Independence! – Bucket O’ Listener Questions

Gene Dickison