Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Most discussed topics
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Total monthly reach
Estimated from 1 chart position in 1 market.
By chart position
- 🇳🇬NG · Investing#175500 to 3K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
150 to 900🎙 Daily cadence·68 episodes·Last published 5d ago - Monthly Reach
Unique listeners across all episodes (30 days)
500 to 3K🇳🇬100% - Active Followers
Loyal subscribers who consistently listen
200 to 1.2K
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
—
Total Plays
—
Total Reviews
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
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From 1 epsHost
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June 20, 2026 – Iran conflict working toward peace – markets rise – gas prices drop – Trump Accounts go ‘live’ on July 4th – Lehigh County looks to tax all residents’ investments – terrible idea!
Jun 20, 2026
Unknown duration
June 13, 2026 – More than Money Supports Laughing at My Nightmare in a big way! – Trump Accounts go ‘live’ on July 4th – Suze Orman at it again with someone highly suspect advice
Jun 13, 2026
Unknown duration
June 6, 2026 – More than Money Round Table
Jun 6, 2026
Unknown duration
May 30, 2026 – Laughing at My Nightmare – June 6th – Come join Alyssa and friends – Gene and Diane enjoy a great meal and support a great cause – Is Up-sizing in retirement a crazy idea?
May 30, 2026
Unknown duration
May 23, 2026 – Memorial Day Weekend – Remembering those who gave their all for our freedoms – Gentleman politely points out that Gene got an answer wrong! – Parents gave their 3 kids $200,000 – now they want it back!?!?
May 23, 2026
Unknown duration
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/20/26 |  June 20, 2026 – Iran conflict working toward peace – markets rise – gas prices drop – Trump Accounts go ‘live’ on July 4th – Lehigh County looks to tax all residents’ investments – terrible idea! | Gene and Alyssa answered questions and explored important topics: He asks should they convert a $1 million IRA in one block? She asks if she can contribute to an IRA if she has also contributed to a 401(k)? He asks how to avoid probate when leaving his home to his son? She asks if she can invest in the stock market without taking so much risk? 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. | — | ||||||
| 6/13/26 | June 13, 2026 – More than Money Supports Laughing at My Nightmare in a big way! – Trump Accounts go ‘live’ on July 4th – Suze Orman at it again with someone highly suspect advice | Gene and Alyssa answered questions and explored important topics: He asks how he and his wife can use QCDs to donate to their favorite charities? She asks how to loan money to her daughter using a private mortgage? He asks how to he leave $2.5 million to his son without his son’s wife getting her hands on it? She asks if she can still become a client after a long wait since her first meeting? 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. | — | ||||||
| 6/6/26 | June 6, 2026 – More than Money Round Table | Hear from some of our MtM advisors in this special edition of 'More than Money"! | — | ||||||
| 5/30/26 | May 30, 2026 – Laughing at My Nightmare – June 6th – Come join Alyssa and friends – Gene and Diane enjoy a great meal and support a great cause – Is Up-sizing in retirement a crazy idea? | Gene and Alyssa answered questions and explored important topics: He asks how he should set up an investment account for his grandson age 12? She has two children. One good with money. The other really bad. Estate planning? He asks why he didn’t have to pay tax on the profit from his vacation house? She asks what is the best way to avoid paying tax on a $500,000 profit? 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. | — | ||||||
| 5/23/26 | May 23, 2026 – Memorial Day Weekend – Remembering those who gave their all for our freedoms – Gentleman politely points out that Gene got an answer wrong! – Parents gave their 3 kids $200,000 – now they want it back!?!? | Gene and Alyssa answered questions and explored important topics: He asks if MtM provides services on an hourly basis? She asks if her dad needs a 529 plan to help her with her student loans? He asks if he can ‘undo’ taking money out of his IRA? She asks what is the best strategy for taking RMDs out of her IRA? 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. | — | ||||||
| 5/16/26 | May 16, 2026 – Markets rise for 6th straight week – Oil prices stubbornly high – Gene and Alyssa share some of the books they’ve found valuable – Family won $80 million when she was 8 – she’s all grown up – and whining! | Gene and Alyssa answered questions and explored important topics: He wants to know if I-Bonds are good for him? She asks if she should cash in her investments and head to bank CDs? He asks why his 401(k) is ‘forcing’ him into Roth contributions? She asks how the Trump-China trip might impact America? 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. | — | ||||||
| 5/9/26 | May 9, 2026 – Markets rise for 5th straight week – Oil prices begin to drop – Gene shares the challenge facing advisors who have clients pass away – If you want to keep the family house in the family . . . | Gene and Alyssa answered questions and explored important topics: He wants to know the difference between Buffered ETFs and Structured Notes? She asks what are the differences between PoD and ToD with bank accounts? He asks how it is possible that MtM has clients in 30 states? She asks how the Trump Accounts work for babies? 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. | — | ||||||
| 5/2/26 | May 2, 2026 – Stock markets rebound above pre-Iran war levels – Gene sharing his views on ‘priming the pump’ with investments and in life – Continuing Care Retirement Communities vs. Ageing in Place✨ | stock market reboundinvesting strategies+5 | Alyssa | More than MoneySocial Security+2 | — | stock marketinvestments+5 | — | — | |
| 4/25/26 | April 25, 2026 – Gene, Alyssa, and the More than Money team back from a conference in Nashville – Major market indices gain for 4th consecutive week – A financial “pundit” takes shots at Dave Ramsey for all the wrong reasons | Gene and Alyssa answered questions and explored important topics: She asks if converting to a Roth IRA is a good idea for her? She asks if the new senior deduction can shelter the interest on I Bonds? She asks if hybrid Long Term Care Insurance policies are still available and a good idea? She discovered her IRA RMDs have not been done correctly. Now what? 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. | — | ||||||
| 4/19/26 | April 18, 2026 – Major stock market indices continue rebound – Income tax refunds up significantly this year – Would you prefer a small/no or large tax refund? | Gene and Alyssa answered questions and explored important topics: He asks how best to go about purchasing his mother’s home? He asks what to do with a trust that was established in 2007, but never funded? She asks how to best help her musician son who has no retirement plan? She asks how the IRS handles amended returns and how far back can she go? 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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| 4/11/26 | April 11, 2026 – Should you accept dinner invitations from ‘financial advisors’? – Major market indices gain for second consecutive week – Alyssa tells a lot of stories | Gene and Alyssa answered questions and explored important topics: He asks what’s the best approach to liquidating EE and I Bonds? He asks how to know when it makes sense to refinance a 6.75% mortgage? She asks how to handle cash gifts to her daughter so she doesn’t make big mistakes? She asks if her husband’s vacation pay can be invested in an IRA? 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. | — | ||||||
| 4/4/26 | April 4, 2026 – Happy Easter! Happy Easter! Happy Easter!! | Gene and Alyssa answered questions and explored important topics: He asks how to handle his mom’s estate when it’s only $10,000? He asks how to report to the IRS that he received an insurance reimbursement check? She asks how to handle a lump sum retirement? She asks how she can regain her ‘identity’ after retiring? 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. | — | ||||||
| 3/28/26 | March 28, 2026 – Baseball season starts – Yankees and Phillies are a lock to meet in the World Series – Gold prices drop in face of Geo-Political fears – what gives? – Al Pacino says his accountant stole $50 million – oh, and he did have 23 cars! | Gene answered questions and explored important topics: She asks how to plan her estate without risking that the funeral home won’t be there? He asks how at age 73 he can invest $300,000 without serious risk? He asks how to deal with his son who wants to buy his business, but will run it into the ground? She asks about how she might be able to take advantage of this dip in the stock markets? 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. | — | ||||||
| 3/21/26 | March 21, 2026 – Iranian Excursion fuels volatility in stock markets, oil prices, and interest rates – Gifting strategies dominate tax planning early in 2026 – More than Money Newsletter available – free – just ask! | Gene answered questions and explored important topics: He asks how taxes will be computed on the buy-out of his home in a divorce? He asks why his 1099-R from his IRA does not show his QCDs? He asks if he should invest his retirement savings into an annuity or mutual funds? She asks about the mechanics of using QCDs for gifts to her church? 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. | — | ||||||
| 3/14/26 | March 14, 2025 – Thank You to Everyone! Gene received hundreds of Happy Birthday wishes! – Market volatility creates more interest in investment options with downside protection – More than Money Newsletter available – free – just ask! | Gene answered questions and explored important topics: He is very concerned that his ‘wealth manager’ invested in over 100 stocks!?! He wants to know if tax-free bonds are a ‘good’ investment? He asks if MtM Financial Group is a better advisor than Thrivent? She wants my opinion on a law Congress passed, but doesn't say what the law is . . . Suze Orman says ‘aging in place’ can cost you money (alert – she’s way off base here) 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. | — | ||||||
| 3/7/26 | March 7, 2026 – Live TV Event on March 5th at PBS – Thank You to Everyone! – Financial markets unsettled as war on Iran unfolds – More than Money Newsletter available – free – just ask! | Gene and Alyssa answered questions and explored important topics: She asks how she might open a 529 plan for a grandson in California? She wants to understand how to gift $20,000 to her son without paying income taxes? He asks if car lease payments are tax deductible? She attended the PBS Live Event with her husband and had some pretty nice things to say . . . He asks if he should use the traditional 401(k) option while his wife using the roth option? 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. | — | ||||||
| 3/1/26 | February 28, 2026 – Live TV Event on March 5th at PBS – Want to attend? – Annabelle celebrated her 2nd birthday with a lunch at the MtM World Headquarters – More than Money Newsletter available – free – just ask! | Gene and Alyssa answered questions and explored important topics: He asks if it is permitted to make gifts to a 3 year old child? (spoiler alert – yes!) She asks the safest way to share financial information with her advisor? She asks us to outline the basics of Medicare coverage, choices, and requirements? He is a ‘financial advisor/stock broker’ and says most people can’t save for retirement? Gene’s solution to the first time home buyer challenge – skip paying for college! (Hint – there’s more to it than that, but you’ll see) 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. | — | ||||||
| 2/21/26 | February 21, 2026 – Tiny Homes for Grandparents is an interesting trend – Is it for you? – Major market indices show gains for the week – More than Money Newsletter available – free – just ask! | Gene and Alyssa answered questions and explored important topics: He offers his 47 years of experience to the car leasing discussion? She wants to explore if Roth IRAs would work for her at age 71? His employer plan is an annuity. Can he convert that to a Roth? He’s trying to figure out how his Social Security benefits will impact his taxes this year? She asks if leaving money in a 403(b) is better for his kids than a Roth IRA? 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. | — | ||||||
| 2/14/26 | February 14, 2026 – Inflation (2.4%) reports as better than expected. Jobs report (130,000+) better as well – Markets continue on a volatile pattern. Some federal government shutdown – ICE – More than Money Newsletter available – free – just ask! | Gene and Alyssa answered questions and explored important topics: He asks what options his wife has when inheriting his IRAs? He asks how to determine the payout from a trust intended for his grandchildren? She wants to give her grandson $25,000 for a house downpayment. Gift restrictions? He is 78 and retiring in March. Does he have to take RMDs this year? She asks if our More than Money advisors will sell some stock for her? 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. | — | ||||||
| 2/7/26 | February 7, 2026 – Dow Index Soars over 50,000 for the first time – Nasdaq and S&P 500 up sharply! – Bitcoin rallies significantly and still is down more than 50% from its recent peak – What do these results mean to you and your investment portfolio? | Gene and Alyssa answered questions and explored important topics: She asks if she needs an attorney to make changes to her will? He asks if a neighbor living at the poverty line could benefit from filing an income tax return? She inherited her grandmother’s estate and her brother’s ex wants some cash. Should she? He says his wife isn’t good with money. Should his life insurance go to his niece? She asks for clarification on the mechanics of a trust paying out portions at ages 25, 30, and 35? 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. | — | ||||||
| 1/31/26 | January 31, 2026 – Eli Lilly investing $3.5 billion in Lehigh Valley manufacturing plant to employ 800 – Bitcoin has dropped over 30% in only 6 months – Silver drops 25% in 2 days – What would you do if you wanted to invest in silver ‘just for fun’? | Gene and Alyssa answered questions and explored important topics: She is 28 and asks why the schools don’t teach financial fundamentals? (Excellent question!) He asks how to handle IRAs when the named beneficiary is the estate? She wants to understand how to take advantage of the Trump Accounts for children? He asks if gold and silver are dropping in price because of the individual investor? (No!) He asks if he can still take the $6,000 senior deduction if he itemizes his deductions? 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. | — | ||||||
| 1/24/26 | January 24, 2026 – Gene thinks the President has it wrong capping credit card interest at 10% – Gene thinks the Greenland deal offers great benefits to America and our allies – It seems Gene has a lot of thoughts . . . | Gene and Alyssa answered questions and explored important topics: He asks if using a HELOC to pay off high interest student loans is a good move? She asks what the mechanics are of setting up Qualified Charitable Distributions (QCDs)? She wants to help a young woman who lost her car and needs to get to work. Go Fund Me? She believes she needs to complete an extensive questionnaire to meet with an advisor. True? He is 73, still working, and getting advice on RMDs for his IRA and 401(k). But is it good advice? 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. | — | ||||||
| 1/17/26 | January 17, 2026 – Their mom is 88 and needs help – can they keep the family home in the family? – He wants to understand how to best use the new $6,000 senior deduction – He wants to make substantial gifts to his children without paying lots of taxes | Gene and Alyssa answered questions and explored important topics: She wants to know if her self-employment income qualifies for a Roth IRA? She asks how to figure the taxable gain on a property that is her home and business? He needs help calculating the tax on the sale of his home after his divorce? His CD rates are dropping from over 5% to under 4%. What alternatives does he have? He observes that Venezuelan oil could help cut inflation in America? 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. | — | ||||||
| 1/10/26 | January 10, 2026 – She is very upset with Gene’s views on tariffs and found him ‘offensive’ – She also doesn’t believe that farmer’s markets are open in the winter – She gave him serious marching orders – How in the world did Gene respond? | Gene and Alyssa answered questions and explored important topics: He asks how he can leave a legacy for his grandchildren when he has very little money? She is reluctant to confront her current advisor with the news she is leaving. What to do? She asks how to go about Roth conversions from her (2) 402(b) plans? They want to know if they can afford to construct an addition to their home? He asks if he can deposit $20,000 of stock into his wife’s Roth IRA? 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. | — | ||||||
| 1/3/26 | January 3, 2026 – Happy, Healthy, and Prosperous New Year! – Precise and Reliable Predictions for 2026 (spoiler alert – they don’t exist) – Other financial radio shows are quite different from More than Money . . . | Gene and Alyssa answered questions and explored important topics: He asks us to explain how his social security benefits will be taxed? She is 96 years old, sharp as a tack, and has questions about CDs? She asks how if it’s possible to negotiate a reduction in a student loan debt? She has been waiting for her tax refund for over a year. What can she do? He named his daughter beneficiary on all his accounts. Did he do this correctly? 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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