DiscoverMore Than Money with Gene DickisonJune 26, 2021 – How Should You Invest with Rising Inflation and Interest Rates? – Bucket O’ Listener Questions
June 26, 2021 – How Should You Invest with Rising Inflation and Interest Rates? – Bucket O’ Listener Questions

June 26, 2021 – How Should You Invest with Rising Inflation and Interest Rates? – Bucket O’ Listener Questions

Update: 2021-06-26
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Gene answers tons of listener questions:



  • She received IRS Form 5498 – after she filed her income tax return – is she in trouble?
  • Her trust has $147,000 in taxable income in 2020 – is the rate really 37%?
  • What options does she have to help her support her 90 year old mom?
  • He has three retirement plans.  Should he combine all three?
  • 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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June 26, 2021 – How Should You Invest with Rising Inflation and Interest Rates? – Bucket O’ Listener Questions

June 26, 2021 – How Should You Invest with Rising Inflation and Interest Rates? – Bucket O’ Listener Questions

Gene Dickison