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

Download on the App Store

Download on the App Store

Get it on Google Play

FAQs about More Than Money with Gene Dickison:

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

The podcast currently has 526 episodes available.

More Than Money with Gene Dickison episodes:

February 07, 2026February 7, 2026 – Dow Index Soars over 50,000 for the first time – Nasdaq and S&P 500 up sharply! – Bitcoin rallies significantly and still is down more than 50% from its recent peak – What do these results mean to you and your investment portfolio?
Gene and Alyssa answered questions and explored important topics:
She asks if she needs an attorney to make changes to her will?
He asks if a neighbor living at the poverty line could benefit from filing an income tax return?
She inherited her grandmother’s estate and her brother’s ex wants some cash. Should she?
He says his wife isn’t good with money. Should his life insurance go to his niece?
She asks for clarification on the mechanics of a trust paying out portions at ages 25, 30, and 35?
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
January 31, 2026January 31, 2026 – Eli Lilly investing $3.5 billion in Lehigh Valley manufacturing plant to employ 800 – Bitcoin has dropped over 30% in only 6 months – Silver drops 25% in 2 days – What would you do if you wanted to invest in silver ‘just for fun’?
Gene and Alyssa answered questions and explored important topics:
She is 28 and asks why the schools don’t teach financial fundamentals? (Excellent question!)
He asks how to handle IRAs when the named beneficiary is the estate?
She wants to understand how to take advantage of the Trump Accounts for children?
He asks if gold and silver are dropping in price because of the individual investor? (No!)
He asks if he can still take the $6,000 senior deduction if he itemizes his deductions?
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 48min
January 24, 2026January 24, 2026 – Gene thinks the President has it wrong capping credit card interest at 10% – Gene thinks the Greenland deal offers great benefits to America and our allies – It seems Gene has a lot of thoughts . . .
Gene and Alyssa answered questions and explored important topics:
He asks if using a HELOC to pay off high interest student loans is a good move?
She asks what the mechanics are of setting up Qualified Charitable Distributions (QCDs)?
She wants to help a young woman who lost her car and needs to get to work. Go Fund Me?
She believes she needs to complete an extensive questionnaire to meet with an advisor. True?
He is 73, still working, and getting advice on RMDs for his IRA and 401(k). But is it good advice?
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 51min
January 17, 2026January 17, 2026 – Their mom is 88 and needs help – can they keep the family home in the family? – He wants to understand how to best use the new $6,000 senior deduction – He wants to make substantial gifts to his children without paying lots of taxes
Gene and Alyssa answered questions and explored important topics:
She wants to know if her self-employment income qualifies for a Roth IRA?
She asks how to figure the taxable gain on a property that is her home and business?
He needs help calculating the tax on the sale of his home after his divorce?
His CD rates are dropping from over 5% to under 4%. What alternatives does he have?
He observes that Venezuelan oil could help cut inflation in America?
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 48min
January 10, 2026January 10, 2026 – She is very upset with Gene’s views on tariffs and found him ‘offensive’ – She also doesn’t believe that farmer’s markets are open in the winter – She gave him serious marching orders – How in the world did Gene respond?
Gene and Alyssa answered questions and explored important topics:
He asks how he can leave a legacy for his grandchildren when he has very little money?
She is reluctant to confront her current advisor with the news she is leaving. What to do?
She asks how to go about Roth conversions from her (2) 402(b) plans?
They want to know if they can afford to construct an addition to their home?
He asks if he can deposit $20,000 of stock into his wife’s 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 47min
January 03, 2026January 3, 2026 – Happy, Healthy, and Prosperous New Year! – Precise and Reliable Predictions for 2026 (spoiler alert – they don’t exist) – Other financial radio shows are quite different from More than Money . . .
Gene and Alyssa answered questions and explored important topics:
He asks us to explain how his social security benefits will be taxed?
She is 96 years old, sharp as a tack, and has questions about CDs?
She asks how if it’s possible to negotiate a reduction in a student loan debt?
She has been waiting for her tax refund for over a year. What can she do?
He named his daughter beneficiary on all his accounts. Did he do this correctly?
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 48min
December 27, 2025December 27, 2025 – Merry Christmas and Happy Birthday to Jesus – New Year’s Eve is right around the corner! – Take some time to plan your finances for 2026!
Gene and Alyssa answered questions and explored important topics:
He asks if he should use a 100% mortgage to finance his first home buy?
He is 58, divorced, and finding women to be gold diggers. What should he do?
She asks how much she and her husband can contribute to a Roth IRA in 2025?
He asks if his 401(k) ‘catch-up’ contributions must go into the Roth side?
They want to use the new ‘senior’ deductions to cut their taxes. Are they ready to go?
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
December 20, 2025December 20, 2025 – Diane ‘If that is her real name’ celebrates her birthday today! – Merry Christmas and Happy Birthday to Jesus – Take some time to plan your finances for 2026!
Gene and Alyssa answered questions and explored important topics:
They sold their home and are renting in retirement. Is this a wise financial choice?
She reports that 4 students at Moravian University receive Folds of Honor scholarships.
She asks what is the best idea to use the $10,000 her mom gifted her?
He asks multiple questions about the proper way to use beneficiary designations on his accounts?
They want to retire next August. What should they be doing now?
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 47min
December 13, 2025December 13, 2025 – More than Money Christmas Open House – New Record for Funds Raised for the Children! – We remember John Elliott and how much he meant to our show and to us – Invest in You team wrap and fill 100 shoeboxes for Cay Galgon’s mothers and b
Gene and Alyssa answered questions and explored important topics:
He is 80 and wants to know how to use buffered ETFs in his investment portfolio?
She asks if her friend is being misled by her annuity salesman?
She asks if there is a way to protect the retirement funds they currently have in the TSP?
He asks if his partner will need to take an RMD from her 401(k) next year when she retires?
She wants to know how to stop her father from changing his will?
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 48min
December 06, 2025December 6, 2025 – More than Money Christmas Open House – New Record for Funds Raised for the Children! – The More than Money family welcomes you to our home for the holidays – Help us raise funds for the Children’s Home of Easton!
Gene and Alyssa answered questions and explored important topics:
He is 80 and wants to know how best to protect his 401(k)?
She wants to know if paying for family vacations is treated as gifts by the IRS?
She sold her home and wants to know if that will increase his Medicare premiums?
He is using the National Guard to graduate debt free from college and have buckets of cash!
She wants to know how to establish a long term relationship with a trusted advisor?
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 48min

FAQs about More Than Money with Gene Dickison:

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

The podcast currently has 526 episodes available.

More shows like More Than Money with Gene Dickison

The Ramsey Show by Ramsey Network

The Ramsey Show

39,205 Listeners

Bill O’Reilly’s No Spin News and Analysis by Bill O'Reilly

Bill O’Reilly’s No Spin News and Analysis

12,861 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

759 Listeners

Verdict with Ted Cruz by Premiere Networks

Verdict with Ted Cruz

43,964 Listeners

The Wright Report by Bryan Dean Wright

The Wright Report

2,052 Listeners

Victor Davis Hanson: In His Own Words by Victor Davis Hanson | The Daily Signal

Victor Davis Hanson: In His Own Words

1,061 Listeners