June 27, 2026 – Prices at the Gas Pumps continue to drop – down over $1.00 per gallon so far – Annabelle sees her first Iron Pigs game and loved it! – One week from ‘Happy 250th Birthday America’!

June 27, 2026 – Prices at the Gas Pumps continue to drop – down over $1.00 per gallon so far – Annabelle sees her first Iron Pigs game and loved it! – One week from ‘Happy 250th Birthday America’!

From More Than Money with Gene Dickison by Gene Dickison

June 29, 2026 · 1h 39m

About this episode

Gene and Alyssa discuss various financial questions and topics including gas prices, retirement planning, and estate management.

Gene and Alyssa answered questions and explored important topics: He asks if the bank holding his CD is serious with their 0.10% ‘penalty’? She asks if she can rollover a ‘frozen’ profit sharing plan into her IRA? He received a check made to the estate of his deceased wife. Must he open an estate account? She asks if there is a minimum time she must hold an inherited 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.

People in this episode

Host: Gene Dickison

Guest: Alyssa

Topics covered

Keywords

Mentioned in this episode

Places: America

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