))
December 23, 2023 – Merry Christmas! – The gift of salvation is needed now more than ever! – Watch Gene’s favorite ‘A Christmas Carol’!
Manage episode 391754277 series 1094528
Nội dung được cung cấp bởi Gene Dickison. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Gene Dickison hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
Gene and Alyssa answer a few listener questions, but mostly say thank you over and over:
- How does he find a quality advisor for a friend who lives out of state?
- Does she owe tax on a $150,000 inheritance she received from a friend?
- Should he pay off his mortgage or secure an annuity to do that over time?
- Her daughter is 27. Can she set up an appointment with an MtM advisor?
- 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.
95 tập
Chia sẻ
