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 552 episodes available.

More Than Money with Gene Dickison episodes:

August 08, 2026August 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.
...more
1h 39min
August 01, 2026August 1, 2026 – More than Money Newsletter available now for the asking – email [email protected] – 25 year old hedge fund manager loses $35 billion the week before his marriage! – Will it help if you know which direction the stock market is going? (Spoil
Gene and Alyssa answered questions and explored important topics:
He asks what happens to the assets in a revocable trust when he passes?
She asks if the new RMD age is 75? (Spoiler – the answer is ‘it depends’)
He asks if he can use a reverse mortgage to fund the purchase of a new home?
She asks how to handle RMDs from (3) 401(k)s?
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
July 25, 2026July 25, 2026 – More than Money Newsletter available now for the asking – email [email protected] – When is the absolutely the best time for you to start taking your Social Security? – How do you invest when the stock market is so volatile?
Gene and Alyssa answered questions and explored important topics:
He insisted his advisor buy Space X. Now he’s blaming the advisor?
She is selling a home they bought in 1970, her husband died in 1996. What is her cost basis?
He asks how to best use $300,000 inherited very unexpectedly?
She asks how to handle a 401(k) with regular, Roth, and after-tax funds for her RMDs?
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 39min
July 18, 2026July 18, 2026 – When was the last time you updated you estate planning documents? – More than Money Newsletter available now for the asking – email [email protected] – When is the absolutely the best time for you to start taking your Social Security?
Gene and Alyssa answered questions and explored important topics:
He asks if he can take a tax deduction for the sales tax on his new car?
He asks about long term care insurance. Is it different now than years ago?
He asks what we see happening in the economy in the second half of the year?
She asks if she can live off her investments in retirement and still leave money to her children?
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 35min
July 11, 2026July 11, 2026 – ’Free’ Dinner ‘Seminars’ – Great financial opportunity?!?!? – More than Money Newsletter available now for the asking: email [email protected] – Stock markets continue solid rebound from 1st quarter
Gene and Alyssa answered questions and explored important topics:
He asks how best to fund the transition from his current home to his retirement home?
He asks about the tax treatment for a property he is buying and leasing back to the owners?
He asks what is the best pay to handle his daughter's two (2) college loans?
She asks how we (MtM Advisors) know what to invest in, when to buy, and when to sell?
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
July 04, 2026July 4, 2026 – Happy 250th Birthday to the United States of America! – Our June More than Money Newsletter available now for the asking – Oil prices have dropped over 40% from their recent highs
Gene and Alyssa answered questions and explored important topics:
He asks how best to set up a scholarship honoring his late son?
She asks if the large investment in an annuity her advisor is recommending is right for her?
He asks how to be confident he can stay retired?
She asks how to get all the good stuff MtM has to offer without traveling?
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
June 30, 2026June 27, 2026 – Prices at the Gas Pumps continue to drop – down over $1.00 per gallon so far – Annabelle sees her first Iron Pigs game and loved it! – One week from ‘Happy 250th Birthday America’!
Gene and Alyssa answered questions and explored important topics:
He asks if the bank holding his CD is serious with their 0.10% ‘penalty’?
She asks if she can rollover a ‘frozen’ profit sharing plan into her IRA?
He received a check made to the estate of his deceased wife. Must he open an estate account?
She asks if there is a minimum time she must hold an inherited 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
June 20, 2026June 20, 2026 – Iran conflict working toward peace – markets rise – gas prices drop – Trump Accounts go ‘live’ on July 4th – Lehigh County looks to tax all residents’ investments – terrible idea!
Gene and Alyssa answered questions and explored important topics:
He asks should they convert a $1 million IRA in one block?
She asks if she can contribute to an IRA if she has also contributed to a 401(k)?
He asks how to avoid probate when leaving his home to his son?
She asks if she can invest in the stock market without taking so much risk?
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
June 13, 2026June 13, 2026 – More than Money Supports Laughing at My Nightmare in a big way! – Trump Accounts go ‘live’ on July 4th – Suze Orman at it again with someone highly suspect advice
Gene and Alyssa answered questions and explored important topics:
He asks how he and his wife can use QCDs to donate to their favorite charities?
She asks how to loan money to her daughter using a private mortgage?
He asks how to he leave $2.5 million to his son without his son’s wife getting her hands on it?
She asks if she can still become a client after a long wait since her first meeting?
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
June 06, 2026 June 6, 2026 – More than Money Round Table
Hear from some of our MtM advisors in this special edition of 'More than Money"!
...more
1h 42min

FAQs about More Than Money with Gene Dickison:

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

The podcast currently has 552 episodes available.

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