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July 1, 2023 – More Than Money’s Event Raises over $15,000 for Leukemia Lymphoma Society! – Thank you all for your attendance, your support, and most of all your generosity! – Invite our MtM golfers to your fund raising golf tournament!
Manage episode 367948839 series 1094528
المحتوى المقدم من Gene Dickison. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Gene Dickison أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Gene and Alyssa answer tons of listener questions:
- Gene gets really snarky with people expecting taxpayers to pay off their student loans. He has a better idea!
- How does he determine if he should reduce or eliminate his life insurance coverage?
- What is the best way for her to help her children buy their first house?
- If he leaves his IRA and Roth IRAs to his wife are they treated as inherited IRAs?
- Lots more . . .
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?
- Are you taking too much risk with your investments?
- Is your 401(k) or 403(b) being actively managed for you?
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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