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 – 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!?!?

From More Than Money with Gene Dickison by Gene Dickison

May 23, 2026 · 1h 41m

About this episode

Gene and Alyssa discuss various financial questions and strategies while remembering those who served.

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.

People in this episode

Host: Gene Dickison

Guest: Alyssa

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