More Than Money with Gene Dickison
Business:Investing
Alyssa Young is your host today. She describes six strategies she’s helping clients develop for their unique circumstances. Alyssa also welcomes MtM senior financial advisor Mark Belcak at the top of the 9 o’clock hour to discuss a study that quantifies the value a financial advisor brings through four particular tactics:
Other topics covered during this show:
Alyssa also shares a funny scene from Marvelous Mrs. Maisel about how NOT to plan retirement income. Watch it here:
Take advantage of our free second opinion meeting service to review your retirement plan, annuity, life insurance, estate plan, tax situation or reverse mortgage eligibility. Call 610-746-7007 to make an appointment with one of our financial advisors.
April 15, 2023 – Tax Filing Deadline in Three Days! – We love to play in fund-raising golf tournaments – Let us know if you have an organization sponsoring a golf tournament
April 8, 2023 – Happy Easter! He is Risen! – Have You Shared All Your Passwords with Your Spouse or Executor? – Have You Kept All Your Beneficiary Designations Up to Date?
April 1, 2023 – Holy Week! March Madness! MLB Back! – Major Stock Market Indexes Up Three Weeks in a Row – Investing in the Stock Market While Limiting Risks?
March 25, 2023 – We Raised $103,000 for the Puppies and the Kittens! – Major Stock Market Indexes Up Two Weeks in a Row – Federal Reserve Ups Rates Again
March 18, 2023 – Center for Animal Health and Welfare Bowl-A-Thon! – SVB Bank Goes Under – Schwab Bank Gains $16.5 Billion in Assets – St. Patrick’s Day and March Madness!
March 11, 2023 – Gene Celebrates His Birthday with his Live Radio Audience – John Rich Concert at SteelStacks to Benefit Folds of Honor – Silicon Valley Bank Goes Under!
March 4, 2023 – MtM Tax Team At Capacity for 2023 – No Additional New Clients – John Rich Concert at SteelStacks to Benefit Folds of Honor – Andrew Young Celebrates His 18th Birthday Today!
February 25, 2023 – New Rules for Inherited IRAs? – Is More than Money Patriarchal or Matriarchal? – And . . . What pronouns are we supposed to use in the World Headquarters?
February 18, 2023 – In What Food Category is ‘ESG’ the Key Ingredient? – Schwab 1099s Available Online, Snail Mail on the Way – What the Heck Direction Are Interest Rates Going?
February 11, 2023 – Jon Weimer Makes His Radio Debut to Rave (Raving Mad?) Reviews – Super Bowl and Valentine’s Day! – What the Heck is ESG Investing Anyway?
February 4, 2023 – 500,000 Jobs Created in January – Fed Raises Key Rate 0.25% – Tax Season in Full Swing – Gather Your Docs and Drop Them Off! – Pensions – Monthly Payments or Lump Sums
January 28, 2023 – Philadelphia Eagles! – Stock Markets Have Excellent Week – Good Start to 2023 – Start Saving for Retirement at Age 50!
January 21, 2023 – 4.5% and 5.25% rates are available, but are they a good idea? – January Newsletter Hitting the Streets Next Week – Subscribe and Let Us Know What You Think! – New Rules for
January 14, 2023 – Stock Markets Up Sharply in the New Year (ok – for 11 days – keep calm)! – Jonathan Weimer Joins MtM as Our Newest Financial Advisor! – MtM Tax Clients Be Sure to Review S
January 7, 2023 – Stock Markets Up Sharply in the New Year (ok – for 4 days)! – Jonathan Weimer Joins MtM as Our Newest Financial Advisor! – MtM Tax Clients Be Sure to Review Super Important E
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