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:

October 28, 2023October 28, 2023 – What to Do When a Loved One Dies – Monday’s Live Event – Stock Markets soft with Biden-omics keeping food and energy costs high – Where do you go for a solid return on your cash accounts?
Gene and Alyssa answer tons of listener questions:
Is this grandma helping her 5 grandchildren with college costs (food) getting in trouble with the IRS?
She wants to know when she must take withdrawals and from which accounts?
Can you use the cash value from a life insurance contract to fund an annuity?
They are retiring at ages 69 and 66. What do they do with their 401(k)s?
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 43min
October 21, 2023October 21, 2023 – 6 Customized Client Strategies – The Value of an Advisor – The 2024 Social Security COLA
Alyssa Young is your host today. She describes six strategies she’s helping clients develop for their unique circumstances. Alyssa also welcomes MtM senior financial advisor Mark Belcak at the top of the 9 o’clock hour to discuss a study that quantifies the value a financial advisor brings through four particular tactics:
Routine portfolio rebalancing
Behavioral counseling
Family wealth planning
Tax-smart investing
Other topics covered during this show:
2024 Social Security cost of living adjustment
It’s Medicare open enrollment season—don’t forget to check this.
Are I bonds still a good investment? No one is talking about them anymore.
How do we give our properties to our children so that they have the best financial outcome?
I’m still working—do I need to take my RMD?
Alyssa also shares a funny scene from Marvelous Mrs. Maisel about how NOT to plan retirement income. Watch it here:
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Take advantage of our free second opinion meeting service to review your retirement plan, annuity, life insurance, estate plan, tax situation or reverse mortgage eligibility. Call 610-746-7007 to make an appointment with one of our financial advisors.
...more
1h 41min
October 14, 2023October 14, 2023 – Prayers for the people of Israel and All victims of barbaric terrorism! – Free Second Opinions on Your Retirement Plans – Wish Megan a very Happy Birthday!
Gene and Alyssa answer tons of listener questions:
Is there risk investing in a bond that offers 10% – 13% rates?
At age 85 should he cash in his life insurance and use it to help the grandchildren?
Will the income she gets from her IRA annuity count toward her RMD?
How does she choose from four different pension options?
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 43min
October 07, 2023October 7, 2023 – What Does the House of Representatives do without a Speaker? – Where can you get solid advice on the best use of your social security benefits? – Is a ‘Medallion Guarantee’ the same as a notary?
Gene and Alyssa answer tons of listener questions:
She was sold three (3) annuities and now finds they are not what she was sold. What now?
They need to know the mechanics of a 529 educational fund so they can best help their grandchildren?
His advisor has not done a good job. Can he still retire?
Should she set up a gift of her home and retain a life estate?
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 43min
September 30, 2023September 30, 2023 – Will the Government Shut Down and Give Us All a Break? – Is Digital Currency really on its way or just a sales gimmick for hucksters? – Why are we hearing ads on radio and tv for gold every five minutes?
Gene and Alyssa answer tons of listener questions:
He wants to use his grandson’s 529 account to buy a car. What will the taxes/penalties be?
Her home also contains a rental. How is this treated when she sells her home?
Can he use the RMDs he gets from an inherited IRA to fund a Roth IRA?
Her ex-husband needs her help. Can we answer some/all of her questions?
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
September 23, 2023September 23, 2023 – Our Total for 2023 Folds of Honor Radio-thon . . . $114,401! A New Record – Thank you so much to our audience, our sponsors, and our MtM Team! – Megan figures it all out!!!
Gene and Alyssa answer tons of listener questions:
They responded to the IRS and they haven’t heard a word in weeks. Should they be worried?
What are the costs involved in adding gold to an investment account?
Are ESG investment managers giving up profits to support their ‘woke’ ideology?
They have $500,000 in many different places. Can they consolidate and get some help?
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
September 16, 2023September 16, 2023 – “$96,700 – $97,800 – $99,000 – Our Total for Folds of Honor Keeps Climbing! – Our goal is $100,000+ (last year’s record $111,000) and you won’t quit and neither will we! – 610-746-7007 or [email protected] or www.MoreThanMoneyOnline.co
Gene and Alyssa answer tons of listener questions:
Helping his daughter with her first house. Why does the bank want a ‘gift letter’?
Do we have to take RMDs from our inherited IRA or not?
He’s seeing a big capital gain this year. Will it affect his IRMAA and Medicare premiums?
They are cashing in stocks to buy their beach home. Can they cut their taxes somehow?
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 44min
September 09, 2023September 9, 2023 – Remembering 9/11 with a pledge to Folds of Honor – www.MoreThanMoneyOnline.com – We interview two Folds of Honor recipient families – helped thanks to you – Jenn Stephens and Jacob Green
Gene and Alyssa answer tons of listener questions:
How best to donate using a Charitable Trust or Donor Advised Fund?
Can he move money from his IRA to his grandchildren’s 529 plans without paying taxes?
He’s 70 and thinking he would like to invest in stocks. Good idea?
He is using his home for an AirBnB and his mortgage company is unhappy. What can 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 45min
September 02, 2023September 2, 2023 – Remembering 9/11 with a pledge to Folds of Honor – www.MoreThanMoneyOnline.com – Jobs Report Solid and Stock Markets Enjoy Solid Week – Sent us your charity golf tournament invites!
Gene and Alyssa answer tons of listener questions:
He and his family invested in an actual oil well. What are the prospects?
She has an old 401(k) and a new 401(k) should she roll the old one into the new one?
What are the penalties for not signing up for Medicare when she turns 65?
Mom titled her house in the kids’ names, kept a life estate, and passed away. 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 40min
August 26, 2023August 26, 2023 – Remembering 9/11 with a pledge to Folds of Honor – www.MoreThanMoneyOnline.com – Not such great advice for picking a financial advisor – Sent us your charity golf tournament invites!
Gene and Alyssa answer tons of listener questions:
His wife signed up for Medicare and it messed up her HSA. Can that be fixed?
Everyone tells her she should convert her IRA to a Roth. True or false? (Spoiler alert – for her, false!)
Should the lawyer be responsible to penalties on the estate tax?
Father-in-law has been living with them for two years. Should he be helping with the expenses?
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

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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