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 559 episodes available.

More Than Money with Gene Dickison episodes:

September 05, 2026September 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.
...more
1h 49min
August 29, 2026August 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.
...more
1h 40min
August 29, 2026August 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.
...more
1h 40min
August 22, 2026August 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.
...more
1h 37min
August 15, 2026August 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.
...more
1h 40min
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

FAQs about More Than Money with Gene Dickison:

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

The podcast currently has 559 episodes available.

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