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 discuss various financial topics and answer listener questions about investments and market trends.
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.
People in this episode
Host: Gene Dickison
Guest: Alyssa
Topics covered
financial advice
investments
retirement planning
market trends
personal finance
estate planning
Keywords
I-Bonds
401(k)
investments
retirement
financial planning
market trends
Social Security
estate planning
More episodes of More Than Money with Gene Dickison