More Than Money with Gene Dickison

By Gene Dickison

Your financial well-being is what we focus on every minute of every business day. This is what you should expect from working with MtM Financial Group.... more

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FAQs about More Than Money with Gene Dickison:

How many episodes does More Than Money with Gene Dickison have?

The podcast currently has 536 episodes available.

More Than Money with Gene Dickison episodes:

April 19, 2026 April 18, 2026 – Radio Show
...more
1h 42min
April 11, 2026April 11, 2026 – Should you accept dinner invitations from ‘financial advisors’? – Major market indices gain for second consecutive week – Alyssa tells a lot of stories
Gene and Alyssa answered questions and explored important topics:
He asks what’s the best approach to liquidating EE and I Bonds?
He asks how to know when it makes sense to refinance a 6.75% mortgage?
She asks how to handle cash gifts to her daughter so she doesn’t make big mistakes?
She asks if her husband’s vacation pay can be invested in an 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 ([email protected]) to schedule your time with us.
...more
1h 40min
April 04, 2026April 4, 2026 – Happy Easter! Happy Easter! Happy Easter!!
Gene and Alyssa answered questions and explored important topics:
He asks how to handle his mom’s estate when it’s only $10,000?
He asks how to report to the IRS that he received an insurance reimbursement check?
She asks how to handle a lump sum retirement?
She asks how she can regain her ‘identity’ after retiring?
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 ([email protected]) to schedule your time with us.
...more
1h 41min
March 28, 2026March 28, 2026 – Baseball season starts – Yankees and Phillies are a lock to meet in the World Series – Gold prices drop in face of Geo-Political fears – what gives? – Al Pacino says his accountant stole $50 million – oh, and he did have 23 cars!
Gene answered questions and explored important topics:
She asks how to plan her estate without risking that the funeral home won’t be there?
He asks how at age 73 he can invest $300,000 without serious risk?
He asks how to deal with his son who wants to buy his business, but will run it into the ground?
She asks about how she might be able to take advantage of this dip in the stock markets?
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 ([email protected]) to schedule your time with us.
...more
1h 41min
March 21, 2026March 21, 2026 – Iranian Excursion fuels volatility in stock markets, oil prices, and interest rates – Gifting strategies dominate tax planning early in 2026 – More than Money Newsletter available – free – just ask!
Gene answered questions and explored important topics:
He asks how taxes will be computed on the buy-out of his home in a divorce?
He asks why his 1099-R from his IRA does not show his QCDs?
He asks if he should invest his retirement savings into an annuity or mutual funds?
She asks about the mechanics of using QCDs for gifts to her church?
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 ([email protected]) to schedule your time with us.
...more
1h 45min
March 14, 2026March 14, 2025 – Thank You to Everyone! Gene received hundreds of Happy Birthday wishes! – Market volatility creates more interest in investment options with downside protection – More than Money Newsletter available – free – just ask!
Gene answered questions and explored important topics:
He is very concerned that his ‘wealth manager’ invested in over 100 stocks!?!
He wants to know if tax-free bonds are a ‘good’ investment?
He asks if MtM Financial Group is a better advisor than Thrivent?
She wants my opinion on a law Congress passed, but doesn't say what the law is . . .
Suze Orman says ‘aging in place’ can cost you money (alert – she’s way off base here)
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 ([email protected]) to schedule your time with us.
...more
1h 41min
March 07, 2026March 7, 2026 – Live TV Event on March 5th at PBS – Thank You to Everyone! – Financial markets unsettled as war on Iran unfolds – More than Money Newsletter available – free – just ask!
Gene and Alyssa answered questions and explored important topics:
She asks how she might open a 529 plan for a grandson in California?
She wants to understand how to gift $20,000 to her son without paying income taxes?
He asks if car lease payments are tax deductible?
She attended the PBS Live Event with her husband and had some pretty nice things to say . . .
He asks if he should use the traditional 401(k) option while his wife using the roth option?
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 ([email protected]) to schedule your time with us.
...more
1h 41min
March 01, 2026February 28, 2026 – Live TV Event on March 5th at PBS – Want to attend? – Annabelle celebrated her 2nd birthday with a lunch at the MtM World Headquarters – More than Money Newsletter available – free – just ask!
Gene and Alyssa answered questions and explored important topics:
He asks if it is permitted to make gifts to a 3 year old child? (spoiler alert – yes!)
She asks the safest way to share financial information with her advisor?
She asks us to outline the basics of Medicare coverage, choices, and requirements?
He is a ‘financial advisor/stock broker’ and says most people can’t save for retirement?
Gene’s solution to the first time home buyer challenge – skip paying for college! (Hint – there’s more to it than that, but you’ll see)
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 ([email protected]) to schedule your time with us.
...more
1h 41min
February 21, 2026February 21, 2026 – Tiny Homes for Grandparents is an interesting trend – Is it for you? – Major market indices show gains for the week – More than Money Newsletter available – free – just ask!
Gene and Alyssa answered questions and explored important topics:
He offers his 47 years of experience to the car leasing discussion?
She wants to explore if Roth IRAs would work for her at age 71?
His employer plan is an annuity. Can he convert that to a Roth?
He’s trying to figure out how his Social Security benefits will impact his taxes this year?
She asks if leaving money in a 403(b) is better for his kids than a Roth 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 ([email protected]) to schedule your time with us.
...more
1h 40min
February 14, 2026February 14, 2026 – Inflation (2.4%) reports as better than expected. Jobs report (130,000+) better as well – Markets continue on a volatile pattern. Some federal government shutdown – ICE – More than Money Newsletter available – free – just ask!
Gene and Alyssa answered questions and explored important topics:
He asks what options his wife has when inheriting his IRAs?
He asks how to determine the payout from a trust intended for his grandchildren?
She wants to give her grandson $25,000 for a house downpayment. Gift restrictions?
He is 78 and retiring in March. Does he have to take RMDs this year?
She asks if our More than Money advisors will sell some stock for her?
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 ([email protected]) to schedule your time with us.
...more
1h 41min

FAQs about More Than Money with Gene Dickison:

How many episodes does More Than Money with Gene Dickison have?

The podcast currently has 536 episodes available.

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