DiscoverMore Than Money with Gene DickisonOctober 9, 2021 – Could a Reverse Mortgage Solve His Cash Flow Problem? – He Wants a Roth IRA for his Children – Ages 1 and 3. Doable? – Bucket O’ Listener Questions
October 9, 2021 – Could a Reverse Mortgage Solve His Cash Flow Problem? – He Wants a Roth IRA for his Children – Ages 1 and 3. Doable? – Bucket O’ Listener Questions

October 9, 2021 – Could a Reverse Mortgage Solve His Cash Flow Problem? – He Wants a Roth IRA for his Children – Ages 1 and 3. Doable? – Bucket O’ Listener Questions

Update: 2021-10-09
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Gene and Alyssa answers tons of listener questions:





  • He wishes to get his 14 year old daughter on the right financial and investment tracks!
  • Is hyperinflation in our future?
  • Can she move shares of stock from her IRA to her Roth IRA?
  • She is 67.  Can she send funds directly from her IRA custodian to her church?
  • 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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October 9, 2021 – Could a Reverse Mortgage Solve His Cash Flow Problem? – He Wants a Roth IRA for his Children – Ages 1 and 3. Doable? – Bucket O’ Listener Questions

October 9, 2021 – Could a Reverse Mortgage Solve His Cash Flow Problem? – He Wants a Roth IRA for his Children – Ages 1 and 3. Doable? – Bucket O’ Listener Questions

Gene Dickison