More Than Money with Gene Dickison

September 20, 2025 – Gene and Diane celebrate their wedding anniversary – Thank you all for your love and prayers! – African Children’s Choir blow the roof off Holy Cross Church!! – Remember Charlie Kirk and support Turning Point USA, and the United State

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Gene and Alyssa answered questions and explored important topics:

  • He wants to know if he should combine his two retirement accounts into one?
  • He wants to learn the pros and cons of setting up a family charitable foundation?
  • He needed to understand the difference between a roth contribution and a roth conversion?
  • His HELOC statement makes no sense . . . and it made no sense to us either!

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    • 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 ([email protected]) to schedule your time with us.

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      More Than Money with Gene DickisonBy Gene Dickison
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