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:

January 06, 2024January 6, 2024 – Happy New Year! What ways can you protect your investments in 2024? – December jobs report quite good at 216,000 added jobs – California sees $68 Billion deficit as financial policies continue to sink that state
Gene and Alyssa answer a few listener questions, but mostly say thank you over and over:
He needs to understand how income funds can produce dividends, but do so poorly overall?
She asks how she should make changes to her will?
He and his wife own I-bonds and want to know if they should keep them?
He wants to know how to go about ‘being the bank’ and financing the sale of a home to his tenants?
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 39min
December 30, 2023December 30, 2023 – Happy New Year! Let’s Make 2024 a Great Year from Start to Finish! – What does ‘poo poo ka ka’ mean and is really translated from Yiddish? – What are the very best stock mutual funds for you in 2024 (trick question)?
Gene and Alyssa answer a few listener questions, but mostly say thank you over and over:
Mom’s 7 year annuity matures in February. What should she do next?
He’s married, but only he is on the deed to their home. If they sell, what are the tax implications?
Has MtM handled any lottery winners? (spoiler alert – yes!)
Does the S&P 500 have enough ‘foreign’ exposure for most investors?
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 42min
December 23, 2023December 23, 2023 – Merry Christmas! – The gift of salvation is needed now more than ever! – Watch Gene’s favorite ‘A Christmas Carol’!
Gene and Alyssa answer a few listener questions, but mostly say thank you over and over:
How does he find a quality advisor for a friend who lives out of state?
Does she owe tax on a $150,000 inheritance she received from a friend?
Should he pay off his mortgage or secure an annuity to do that over time?
Her daughter is 27. Can she set up an appointment with an MtM advisor?
Lots more . . .
Free Second Opinion Meetings
Do you have questions about your financial situation?
Are you on track to reach your financial goals – particularly your retirement goals?
What should you be doing right now?
Are you taking too much risk with your investments?
Is your 401(k) or 403(b) being actively managed for you?
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
51min
December 16, 2023December 16, 2023 – Stock Market History – 2023 Tax Return Preparations – Retirement Plan Changes in 2024 & More
Alyssa Young is your host this morning. She shares historical stats about stock market performance—including average returns before and after presidential elections—and lots of information to prepare you for your 2023 income tax return. She also outlines the 2024 changes to retirement plan contribution limits, income tax brackets, Medicare premiums and more.
Also in this episode:
Steps women can take to “catch up” their finances
Strategies for inherited IRA distributions
Callers complain about the disparity between 401k’s and IRA’s
Must a 77-year-old who’s still working take his RMD?
A caller asks: Does Pennsylvania tax Roth conversions?
You can take advantage of a one-on-one, personalized consultation with an MtM Financial Group advisor by scheduling a free second opinion meeting. Review your investments and financial goals and get answers to your questions about Social Security, estate planning and more. Call 610-746-7007 or email [email protected] to schedule time with us.
...more
1h 53min
December 09, 2023December 9, 2023 – IIY Holiday Hope Chest – 115 Christmas Boxes Packed for the Kids Who Need Us! – Presidents of Penn, Harvard, and MIT demonstrate incredible academic arrogance! – More than Money Newsletters (Nov. and Dec.) in your mailboxes
Gene and Alyssa answer a few listener questions, but mostly say thank you over and over:
Suze is wrong. Suze says you should never lease a car. She is wrong.
Should she use part of her retirement funds to pay off debt for her kids?
She is on her way to happy, healthy, hundred, but is her advisor not up to the task?
He knows his daughter will blow through the money when he’s gone. What should he do?
Lots more . . .
Free Second Opinion Meetings
Do you have questions about your financial situation?
Are you on track to reach your financial goals – particularly your retirement goals?
What should you be doing right now?
Are you taking too much risk with your investments?
Is your 401(k) or 403(b) being actively managed for you?
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
December 02, 2023December 2, 2023 – Drive Around Christmas! – You Emptied My Wallet! – Almost $8,000 for the Children’s Home!
Gene and Alyssa answer a few listener questions, but mostly say thank you over and over:
How does she elect her inherited Roth IRA distributions by the deadline?
Should he use part of his $1.4 million IRA while waiting to take Social Security at age 70?
Her daughter and her fiancé have tons of student debt. Can they still meet with a financial advisor?
Thank you. Thank you. Thank you.
Lots more . . .
Free Second Opinion Meetings
Do you have questions about your financial situation?
Are you on track to reach your financial goals – particularly your retirement goals?
What should you be doing right now?
Are you taking too much risk with your investments?
Is your 401(k) or 403(b) being actively managed for you?
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
November 25, 2023November 25, 2023 – Drive Around Christmas on December 2nd! Empty Gene’s Wallet for the Children! – Invest In You (IIY) – December 6th – Holiday Hope Chest Gift Wrapping – Year-end tax savings tips
Gene and Alyssa answer tons of listener questions:
They have $90,000 in a 529 plan for their son. Should they add more?
He is retiring with $360,000 in his 401(k). Should he invest in annuities?
A young man wants to take over the company 401(k), but he only has an annuity license – what does that mean?
How can you tell if an advisor really is a fiduciary or is just blowing smoke?
Lots more . . .
Free Second Opinion Meetings
Do you have questions about your financial situation?
Are you on track to reach your financial goals – particularly your retirement goals?
What should you be doing right now?
Are you taking too much risk with your investments?
Is your 401(k) or 403(b) being actively managed for you?
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
November 18, 2023November 18, 2023 – Happy Thanksgiving! Drive Around Christmas on December 2nd! – Invest In You (IIY) – December 6th – Holiday Hope Chest Gift Wrapping – Convert your paper savings bonds to electronic!
Gene and Alyssa answer tons of listener questions:
Are money markets the same as bank accounts?
How does a reverse mortgage work if the owner goes into a nursing home?
Has her bond fund really lost 20% in three years?
He loaned $10 to his college roommate 50 years ago – can he still get that back with interest?
Lots more . . .
Free Second Opinion Meetings
Do you have questions about your financial situation?
Are you on track to reach your financial goals – particularly your retirement goals?
What should you be doing right now?
Are you taking too much risk with your investments?
Is your 401(k) or 403(b) being actively managed for you?
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
November 11, 2023November 11, 2023 – Veterans Day! Thank the Men and Women Responsible for our American Freedoms! – Mark Belcak, Greg Grillo, and Chad Rupprecht Join Us! – ‘Gold IRA’ dealer charged with $68,000,000 Fraud!
Gene and Alyssa answer tons of listener questions:
Are all annuity salespeople ‘slick’?
How does he properly deduct his RMD QCDs to charity?
Why would he not buy lots of stocks just before they pay their dividends?
Mom had a life estate in her home that her three sons owned. She passed. How do they report taxes?
Lots more . . .
Free Second Opinion Meetings
Do you have questions about your financial situation?
Are you on track to reach your financial goals – particularly your retirement goals?
What should you be doing right now?
Are you taking too much risk with your investments?
Is your 401(k) or 403(b) being actively managed for you?
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 42min
November 04, 2023November 4, 2023 – Beware! Some On-Line Tax Prep Companies are Sharing Your Tax Info with Facebook and Google! – Stock markets show life after three month slide – Sometimes clients pass away and it’s challenging to our hearts – they had become our friend
Gene and Alyssa answer tons of listener questions:
Vanguard is charging her $25.00 to process her RMDs?!?!
He did two IRA rollovers within seven months. Is he in trouble with the IRS?
What are the pros and cons of adding his new wife to the deed to his home?
My financial advisor calls once a year and gets snotty when I want to take some of me money. Should I move?
Lots more . . .
Free Second Opinion Meetings
Do you have questions about your financial situation?
Are you on track to reach your financial goals – particularly your retirement goals?
What should you be doing right now?
Are you taking too much risk with your investments?
Is your 401(k) or 403(b) being actively managed for you?
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 45min

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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