))
June 29, 2024 – Sarah and Jon Weimer welcome twin daughters, Blake and Ainsley! Mom and babies all doing well – LAMN Event July 11th 5K – Run, Walk, Roll or just come out for a great time and meet Annabelle! – Pennsylvania Independent newspaper is not ind
Manage episode 429273535 series 1094528
Contenido proporcionado por Gene Dickison. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Gene Dickison o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Gene and Alyssa answer buckets o’ questions:
- How secure is Social Security?
- He and his son are beneficiaries of a pension plan. What are their options?
- Should one of his children use MtM Financial as their financial advisor?
- Her top priority is getting her home and property to her son. What steps should she take?
- Lots more . . .
Free Second Opinion Meetings
- Meet with a More than Money advisor to review your entire financial picture or simply project your retirement
- Meet with our Social Security partner to plan the best S/S strategy for you
- Meet with our estate planning attorney partner to review your estate plans – if you have any
- Meet with our insurance partner to review your life or long term care coverages
- Discover how to have your 401(k) professionally managed without leaving your company plan
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.
93 episodios
Compartir
