More Than Money with Gene Dickison

By Gene DickisonBusiness Investing

More Than Money with Gene Dickison episodes

October 03October 3, 2026 – New MtM Tax Client? Cut off date for new clients is November 1st – Prior year tax client don’t have to worry – Expect ‘Super Important Tax Email’ to arrive in late December
Gene and Alyssa answered questions and explored important topics:
She asks how to determine their retirement budget?
Her mom wants all five (5) children to be co-executors. Is this a good idea?
His advisor only used mutual funds and won’t even consider ETFs. What should he do?
His wife wants half of the trust his daughter received from her grandmother. What to do?
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.
1 hr 49 min
September 26September 26, 2026 – Economist, Peter Schiff, says owning a home depletes your savings and is a ‘money pit’ – Stock markets going through a jittery period as interest rates are rising – When should you begin your Social Security benefits?
Gene and Alyssa answered questions and explored important topics:
She asks if ten year treasuries are a good investment right now?
She lost her husband recently and asks how to handle the IRA she inherited from him?
His wife has a frozen profit sharing plan. The advisor is giving her the run around. Now what?
She asks if a ‘family reverse mortgage’ is a good idea for her and her husband?
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.
1 hr 49 min
September 19September 19, 2026 – $111,000 raised! – Thank you for supporting our fund raising for Folds of Honor – Thank you to our entire More than Money team for their commitment and good work – Thank you to Folds of Honor for supporting the families of our militar
Gene and Alyssa answered questions and explored important topics:
He wanted to use a QCD to pledge to Folds of Honor. Why did they say no?
She lost her husband and returned to work. Now she has questions about her 401(k)?
He heard us talk about downside protected investments. Can we give more information?
She is retiring with a 401(k) with standard, Roth, and pre-tax funds. How does she keep this straight?
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.
1 hr 49 min
September 12September 12, 2026 – 25th Year Remembering 9/11! – Thank you for supporting our fund raising for Folds of Honor – Thank you to our entire More than Money team for their commitment and good work – Thank you to Folds of Honor for supporting the families of
Gene and Alyssa answered questions and explored important topics:
He asked when does someone need an umbrella insurance policy?
She asks if they can still use their $6,000 ‘Senior Deduction’ for a Roth conversion?
He asks about a plan to train his grandchildren in the world of personal finance?
She asks if having $84,000 in their checking account is ‘too much’?
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.
1 hr 49 min
September 05September 5, 2026 – 25th Year Remembering 9/11! On September 11th help us remember with a purpose – We’ll be raising funds for Folds of Honor to make something good come of this tragedy – Join us in our office on 9/11 or donate online at www.MoreThanMone
Gene and Alyssa answered questions and explored important topics:
He asked how to handle tax reporting on a sale/lease real estate transaction?
He asked how to handle a neighbor who encroached on his property?
He asks how to help his son without impact his son’s divorce?
Should you open invest in the stock market with no risk to your investment?
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.
1 hr 49 min
August 29August 29, 2026 – 25th Year Remembering 9/11! On September 11th help us remember with a purpose – We’ll be raising funds for Folds of Honor to make something good come of this tragedy – Join us in our office on 9/11 or donate online at www.MoreThanMoneyO
Gene and Alyssa answered questions and explored important topics:
He asked what type of trust could hold a home and not pay inheritance taxes?
They have a ‘virtual’ advisor. What are the benefits of a ‘local’ advisor?
He asks how soon to ‘dial back’ the investments in his 401(k)?
Should you open a Roth IRA with $50.00?
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.
1 hr 40 min
August 29August 29, 2026 – 25th Year Remembering 9/11! On September 11th help us remember with a purpose – We’ll be raising funds for Folds of Honor to make something good come of this tragedy – Join us in our office on 9/11 or donate online at www.MoreThanMoneyO
Gene and Alyssa answered questions and explored important topics:
He asked what type of trust could hold a home and not pay inheritance taxes?
They have a ‘virtual’ advisor. What are the benefits of a ‘local’ advisor?
He asks how soon to ‘dial back’ the investments in his 401(k)?
Should you open a Roth IRA with $50.00?
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.
1 hr 40 min
August 22August 22, 2026 – 25th Year Remembering 9/11! On September 11th help us remember with a purpose – We’ll be raising funds for Folds of Honor to make something good come of this tragedy – Join us in our office on 9/11 or donate online at www.MoreThanMoneyO
Gene and Alyssa answered questions and explored important topics:
Her husband’s pension still pays her $3,700 a month after his death. How can this be?
They were told by their advisor that ‘everything changes when you retire. Is that right?
He asks how to help his 39 year old daughter who is going through a rough patch?
He wants to know how to get great advice without paying for it (kind of)?
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.
1 hr 37 min
August 15August 15, 2026 – Die with Zero book author, Bill Perkins, has some pretty controversial ideas . . . – Will you live longer if you get outside your comfort zone? – Investments that could give you profits in up markets and down. Are they for you?
Gene and Alyssa answered questions and explored important topics:
Her 27 year old son moved back in but refuses to share the bills. Does he stay or go?
They were told by their advisor to take social security at age 62. Is that the right advice?
Her son wants to inherit her lakefront cottage, but the maintenance is very high. What to do?
She asks how to set up her finances so she doesn’t run out of money?
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.
1 hr 40 min
August 08August 8, 2026 – Jobs report – no great. Stock market likes it . . . – How do you know if an annuity is the right choice for you or not? – Investments that could give you profits in up markets and down. Are they for you?
Gene and Alyssa answered questions and explored important topics:
He asks if his wife should begin her social security benefits at age 68?
She asks if she has options since her LTC insurance premiums rose to $11,000 per year?
He asks if he should retirement with his wife or work two more years?
She asks how to set up a Roth IRA for her granddaughter?
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.
1 hr 39 min

About More Than Money with Gene Dickison

From the publisher's feed

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.