September 23, 2023 – Our Total for 2023 Folds of Honor Radio-thon . . . $114,401! A New Record – Thank you so much to our audience, our sponsors, and our MtM Team! – Megan figures it all out!!!

Gene and Alyssa answer tons of listener questions:

• They responded to the IRS and they haven’t heard a word in weeks. Should they be worried?
• What are the costs involved in adding gold to an investment account?
• Are ESG investment managers giving up profits to support their ‘woke’ ideology?
• They have $500,000 in many different places. Can they consolidate and get some help?
• Lots more . . .

Free Second Opinion Meetings

• Do you have questions about your financial situation?
• Are you on track to reach your financial goals – particularly your retirement goals?
• What should you be doing right now?
• Are you taking too much risk with your investments?
• Is your 401(k) or 403(b) being actively managed for you?

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.