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 – 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?

From More Than Money with Gene Dickison by Gene Dickison

May 30, 2026 · 1h 40m

About this episode

Gene and Alyssa discuss investment strategies, estate planning, and tax avoidance in retirement.

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.

People in this episode

Host: Gene Dickison

Guest: Alyssa

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Places: More than Money

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