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 554 episodes available.

More Than Money with Gene Dickison episodes:

May 25, 2024May 25, 2024 – Memorial Day – Remembering Those Who Died for Our Freedoms – RMDs for Inherited IRAs not Required in 2024, but should you take them anyway? – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banner on our More
Gene and Alyssa answer buckets o’ questions:
Should he take a big block of money out of his IRA to pay cash for an investment property?
She’s doing lots of good things at age 36, but is she really ‘all over the place’?
He would like the peace of mind of paying off his mortgage. Is it really a good idea?
Why won’t Gene just send out information on RMDs?
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
May 18, 2024May 18, 2024 – Gene and Alyssa’s babies – very young, and not so young doing very well indeed! – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banner on our More than Money web site home page!
Gene and Alyssa answer buckets o’ questions:
Should he take $250,000 out of his 401(k) to pay off his sons’ student loans?
She is wrapping up her small business. Should she sell now or when she retires?
He is 79 with a large IRA. His wife has never had an IRA. What happens to her when he dies?
She inherited and IRA in 2015. Does the ten year rule apply to that account?
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
May 11, 2024May 11, 2024 – MtM Team Returns from a National Conference of Financial Advisors – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banner on our More than Money web site home page!
Gene and Alyssa answer buckets o’ questions:
Her Long Term Care Insurance premiums are through the roof! What should she do?
He wants a meeting to see if we are a good fit? Is that the right attitude to start? You bethcha!
He likes our shows even though we don’t always agree. Is that ok? You bethcha!
She wants to know the best strategies for buying a home near their kids and grandkids.
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
May 04, 2024May 4, 2024 – Baby Updates: Nico, Annabelle, the Twins. News flash – Alyssa not expecting – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banner on our More than Money web site home page!
Gene and Alyssa answer buckets o’ questions:
What does it mean for an investor when a company does a stock buy-back?
She is named in a will and doesn’t want to be. How can she get herself removed?
How can someone make a tax-free donation from their IRA?
Will this widow be able to safely retire?
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
April 27, 2024April 27, 2024 – Income Tax Planning and (Hopefully) Tax Reduction Strategies – 12 Strategies – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banner on our More than Money website home page!
Gene and Alyssa answer buckets o' questions:
Is it ok with the IRS if business owners just pick their salaries?
What is the penalty if you need to cash in an I-Bond early?
How do mutual fund or exchange traded funds impact the returns an investor might see?
If most of your assets are in IRAs should you also set up a trust for your kids?
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
April 20, 2024April 20, 2024 – LLS – Leukemia Lymphoma Society – Women Visionary Elaine Zelker and Kristine Ortiz – Elaine Needs Help To Raise Funds for LLS – Go to our website and click on the banner – Kristine shares her story of cancer and friendship
Gene and Alyssa answer buckets o' questions:
He asks if the advisor is trying to pull a fast one?
If he retires at age 57 can he take cash from his 401(k) without paying a penalty?
She just wasn’t that impressed with Gene the first . . . or second time. Was the third time a charm?
Will selling one fund at a loss cut the taxes on the sale of a second fund with a gain?
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
April 13, 2024April 13, 2024 – Tax Deadline – Monday the 15th – Be patient and polite when picking up your returns – President Donald Trump in the Lehigh Valley with thousands in the audience – Thomas Jefferson’s Birthday!
Gene and Alyssa answer buckets o’ questions:
He is making a gift of land to his church. What’s the right way to do that?
She asks if leasing a car would be wrong for her?
They are both teachers and a salesman at school says they should buy life insurance. Should they?
Is the 529 plan he set up for his grandson really out of his estate?
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
April 06, 2024April 6, 2024 – It Is Now, Officially, File a Tax Extension Time! – Easter Sunrise Service at Blue Ridge Winery – Inspiring! – Stock Markets Showing Real Volatility – Which Way Will It Go?
Gene and Alyssa answer buckets o’ questions:
He asks if inflation is the reason the stock market is going up?
Her friend is disabled and approaching 65. When should he apply for Medicare?
The family wants to gift money to a special needs granddaughter. How should they best do that?
Is a month too long for a transfer from a 401(k) to an 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
1h 43min
March 30, 2024March 30, 2024 – Easter! The Most Joyous Day of the Year! – Alyssa abandons Gene to struggle along on his own as she parties! – You may find out that someone else may have already filed ‘your’ tax return!
Gene answers buckets o’ questions:
Should a student in high school with $1,742 of income file a tax return anyway? (Spoiler alert – Yes!)
How do the Bitcoin ETFs work? Why has Vanguard said they won’t offer one?
What should you do if your financial advisor is ‘bought out’ by a huge national firm?
Is it possible he might still get an old pension from a company that went bankrupt?
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
March 23, 2024March 23, 2024 – Pennsylvania Inheritance Tax Can Be a Shocker – Include Your Pets in Your Estate Planning – Salesmen Hype Buying Gold with a 2.74% Average Annual Return for 15 Years
Gene and Alyssa answer buckets o’ questions:
Should a student in college with no income file a tax return anyway? (Spoiler alert – Yes!)
She is retiring in September. Will her husband get a bump in his social security?
What will the capital gains rates be in the future? (Spoiler alert – no one has a clue!)
Is it possible to pre-plan your funeral without prepaying for the funeral?
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 554 episodes available.

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