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More Than Money with Gene DickisonEpisode from the podcastMore Than Money with Gene Dickison
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February 17, 2024 – Callers with Questions from Colorado and Arkansas! – What should you expect from your financial advisor? – Who should correct an employee’s wrong W-4?

February 17, 2024 – Callers with Questions from Colorado and Arkansas! – What should you expect from your financial advisor? – Who should correct an employee’s wrong W-4?

Released Saturday, 17th February 2024
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February 17, 2024 – Callers with Questions from Colorado and Arkansas! – What should you expect from your financial advisor? – Who should correct an employee’s wrong W-4?

February 17, 2024 – Callers with Questions from Colorado and Arkansas! – What should you expect from your financial advisor? – Who should correct an employee’s wrong W-4?

February 17, 2024 – Callers with Questions from Colorado and Arkansas! – What should you expect from your financial advisor? – Who should correct an employee’s wrong W-4?

February 17, 2024 – Callers with Questions from Colorado and Arkansas! – What should you expect from your financial advisor? – Who should correct an employee’s wrong W-4?

Saturday, 17th February 2024
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Gene and Alyssa answer lots of listener questions:

  • They have two grown children they want to help.  IRAs?
  • He shifted from employee to self-employed.  How does he save for retirement?
  • She wants to move $25,000 each into 529 plans for her 4 grandchildren.  What’s the best strategy?
  • What records should you keep when you make improvements to your home?
  • 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.

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More Than Money with Gene Dickison

Your financial well-being is what we focus on every minute of every business day. This is what you should expect from working with MtM Financial Group.

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