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

4.1

99 ratings

FAQs about More Than Money with Gene Dickison:

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

The podcast currently has 453 episodes available.

More Than Money with Gene Dickison episodes:

September 28, 2024September 28, 2024 – Next Great Invest In You Event – October 29th! – Stock Markets Show Remarkable Resiliency in Face of Upcoming Election – Many bad advisors get an insurance license and sell annuities – badly!
Gene and Alyssa answer buckets o’ questions:
She wants to know why Fidelity is preventing her from getting good advice on her 401(k)?
He wants to know the income tax treatment on Roth IRA contributions and earnings?
They want to know if it is wise to finance the construction of their new home with an asset pledged line?
Her deceased father’s advisor told her a fib. What can she do with her inherited IRA?
Lots more . . .
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
0min
September 21, 2024September 21, 2024 – Folds of Honor Radiothon Extended – $102,000 Raised! Thank You! – Thank you so much to more than 400 of you who helped us raise funds for more than 20 scholarships! – Thank you for helping us help the families of our military vets an
Gene and Alyssa answer buckets o’ questions:
Their kids live less than an hour from the MtM World Headquarters. Should they make the trip?
Did this financial advisor have $10 Billion of assets or $11.5 trillion?
If your advisor is only licensed to sell insurance and annuities is he/she really a financial advisor?
He is 70 and starting his social security. She is 64. How do they calculate her spousal benefits?
Lots more . . .
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
0min
September 14, 2024September 14, 2024 – Folds of Honor Radiothon Extended! We are so close to $100,000! Please help! – To Pledge to Folds – Go to the Banner at www.MoreThanMoneyOnline.com – Thank you for helping us help the families of our military vets and first responde
Gene and Alyssa answer buckets o’ questions:
He is 75 and asks how to invest $500,000?
He will be turning 65 shortly and is confused about Medicare options. How does he know what to do?
Her friend is retiring in 8 months. What should she be doing now?
She asks about setting up the correct beneficiaries to protect her children and grandchildren?
Lots more . . .
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
0min
September 14, 2024September 14, 2024 – Folds of Honor Radiothon Extended! We are so close to $100,000! Please help! – To Pledge to Folds – Go to the Banner at www.MoreThanMoneyOnline.com – Thank you for helping us help the families of our military vets and first responde
Gene and Alyssa answer buckets o’ questions:
He is 75 and asks how to invest $500,000?
He will be turning 65 shortly and is confused about Medicare options. How does he know what to do?
Her friend is retiring in 8 months. What should she be doing now?
She asks about setting up the correct beneficiaries to protect her children and grandchildren?
Lots more . . .
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
0min
September 07, 2024September 7, 2024 – Remember 9/11 – Folds of Honor Radiothon! – Pledge to Folds – Go to the Banner at www.MoreThanMoneyOnline.com – Thank you for helping us help the families of our military vets and first responders
Gene and Alyssa answer buckets o’ questions, interview Folds of Honor scholarship recipient, Liz Brees, and enjoy the hospitality of Leader of the Pack Canine Institute.
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
0min
August 31, 2024August 31, 2024 – Remember 9/11 – Folds of Honor Radiothon Begins September 5th! – To Pledge to Folds – Go to the Banner at www.MoreThanMoneyOnline.com – Thank you for helping us help the families of our military vets and first responders
Gene and Alyssa answer buckets o’ questions:
She asks what happens if a child passes before a parent, but is still named in the will?
He is 81 and wonders how to invest $275,000?
He is 70 and asks if he should move his investments out of the stock market until things ‘settle down’?
He is asking where he can get information about retiring to a country outside of the United States?
Lots more . . .
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
0min
August 24, 2024August 24, 2024 – Remember 9/11 – Folds of Honor Radiothon Begins September 5th! – To Pledge to Folds – Go to the Banner at www.MoreThanMoneyOnline.com – Thank you for helping us help the families of our military vets and first responders
Gene and Alyssa answer buckets o’ questions:
He turns 70 on October 12th. What is his best way to apply for social security?
He is 81 and has always handled the family finances. Can we help give his wife peace of mind?
She has $100,000 in short term bonds for her three sons. Should they stay there or is there a better investment?
She is hoping someone can guide her 17 year old, hard-working son with his financial future.
Lots more . . .
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
0min
August 17, 2024August 17, 2024 – Veteran’s Benefits and Medicare – Lots to be learned – Lots of help available – Stock Market Volatility is Significant. How Should You React? – Our MtM Babies thank you all for your thoughts and prayers
Gene and Alyssa answer buckets o’ questions:
He asks if his mom should pay off the loan she has against her life insurance policy?
He asks if his investments should have out-performed the S&P 500?
He and other family members will be inheriting his mother’s home. How does he get to own it all?
She asks what to do about her son who will not repay a loan she gave him to buy his home?
Lots more . . .
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
August 10, 2024August 10, 2024 – TIAA-CREF Target of Class Action Law Suit – Long Term Fixed Annuities Still Have Rates Above 5% – But is that the right idea for you? – Our MtM Babies – Annabelle, Nico, Blake, and Ainsley continue to grow and thrive!
Gene and Alyssa answer buckets o’ questions:
She asks if her son should pay ahead on his mortgage. Spoiler alert – it’s not the answer you might expect!
She asks if a financial advisor and a tax advisor are the same? As you will expect – it depends!
She is retiring from PSERS. Should she take her contributions out or leave them in?
They have investments in several types of accounts. Where should they take their retirement income from first?
Lots more . . .
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
August 03, 2024August 3, 2024 – Nervous? 7 Tools and 7 Strategies To Invest Today and Sleep Well Tonight – Alyssa on the Hot Seat! – Super Hero Chad Rupprecht Recovering Beautifully from Knee Replacement Surgery! – Our MtM Babies – Annabelle, Nico, Blake, and Ainsley co
Gene and Alyssa answer buckets o’ questions:
She and her husband disagree on how to split their estates. How do they resolve this?
He asks about donating a life insurance policy to a charity?
She finds the Social Security web site frustrating for securing her spousal benefits. What should she do?
She is retiring and her pension is offering her a confusing array of options. Which one should she pick?
Lots more . . .
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 453 episodes available.

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