More Than Money with Gene Dickison
August 15, 2026 – Die with Zero book author, Bill Perkins, has some pretty controversial ideas . . . – Will you live longer if you get outside your comfort zone? – Investments that could give you profits in up markets and down. Are they for you?
Gene and Alyssa answered questions and explored important topics: Her 27 year old son moved back in but refuses to share the bills. Does he stay or go? They were told by their advisor to take social security at age 62. Is that the right advice? Her son wants to inherit her lakefront cottage, but the maintenance is very high. What to do? She asks how to set up her finances so she doesn’t run out of money? 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.
