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:

June 25, 2022 June 25, 2022 – Estate Planning Attorney Keith Strohl Talks Strategies for Shielding Assets From Nursing Homes – Financial Advisor Mark Belcak Introduces a New Strategy for Volatile Times
Alyssa Young is your host today. She interviews Keith Strohl, an estate planning attorney with Steckel and Stopp who partners with MtM Financial Group, to talk about elder planning, also known as asset protection planning. How much money is off-limits from a nursing home for a healthy spouse who can live independently? What happens if you run out of money while receiving long-term care? What are the ways you can proactively prevent your money from being used to pay the nursing home? He introduces the pros and cons to consider.
Also joining Alyssa today is MtM senior investment advisor Mark Belcak. He explains a strategy that provides both downside protection and income that may be appropriate for some people during this market volatility.
In addition:
What are the stages of retirement and why should you care?Why consider converting your IRA to a Roth?She answers an emailed question about how to avoid bank overdraft charges.
Schedule a Free Second Opinion Meeting:
Is your retirement plan on track? Are your investments appropriate? Meet with an MtM financial advisor.Talk to Mark Bacak about YOUR Social Security & Medicare options.Ask Mike Pompei to audit your life insurance policy—and explore whether a long-term care policy works for you.Make sure your will and legal documents are comprehensive: Talk with estate planning attorney Keith Strohl.Do your current annuities fit your needs? Kegan Morris will do an audit and explain them.Should you get a reverse mortgage? Tiffany Shutta can help.
Call 610-746-7007 today to schedule an appointment with any of the above caring, professional specialists.
...more
1h 43min
June 18, 2022 June 18, 2022 – Stock Market Roller Coaster and Interest Rate Increases! – Newsletter Wars! Sign Up for Both MtM and Alyssa Newsletters – Free! – Bucket O’ Listener Questions
Gene and Alyssa answer tons of listener questions:
Listener asks how he can sell his rental real estate and minimize income taxes?He wants to know how to determine his risk tolerance and what impact that has on his investments?She wants to know if she deduct losses in her inherited IRA?Should they name their living trust beneficiaries of their IRAs and 401(k)s?Lots more questions.
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?
Two New Free Services
Have your current life insurance policies analyzed to see if they fit you or could you do betterHave your current annuities analyzed to see if they fit you or could you do better
Added to These Free Services
Social Security and Medicare Review with our SS/Med expert Mr. Mark BacakLong Term Care Review with our partner Mr. Mike PompeiReverse Mortgage Review with our partner Tiffany ShuttaEstate Planning Document Review with an attorney in our office
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
June 11, 2022 June 11, 2022 – Interview with Mark Bacak Dives into MediGap & Advantage Plans – Inflation Hits Another New Record: We Talk Tips to Save Money – Much More!
Alyssa Young hosts todays show and interviews Social Security & Medicare specialist Mark Bacak about the differences between Advantage & Medigap plans. Mark helps listeners understand what they can expect to pay and which might be the most appropriate choice for their individual needs.
The consumer price index rose another 8.6% since May 2021, so Alyssa and listeners discuss ways to save a few dollars on food and gasoline. On the bright side: Medicare premiums will likely go DOWN in 2023, and the Social Security cost-of-living adjustment next year could be another new high.
Alyssa also answers listener questions:
Married couple says, “We are not even sure we are set for him to retire.”Parents want to know how to give their son their beach house with the lowest tax billRetiring firefighter seeks information on annuities to invest $100,000 in “something really safe”Do I owe state and federal taxes on the Pennsylvania home I sold to move to Florida?
Plus, a client shares an outstanding experience with MtM Financial Group’s life insurance partner, Mike Pompei.
Schedule a Free Second Opinion Meeting:
Is your retirement plan on track? Are your investments appropriate? Meet with an MtM financial advisor.Talk to Mark Bacak about YOUR Social Security & Medicare options.Ask Mike Pompei to audit your life insurance policy—and explore whether a long-term care policy works for you.Make sure your will and legal documents are comprehensive: Talk with estate planning attorney Keith Strohl.Do your current annuities fit your needs? Kegan Morris will do an audit and explain them.Should you get a reverse mortgage? Tiffany Shutta can help.
Call 610-746-7007 today to schedule an appointment with any of the above caring, professional specialists.
...more
1h 43min
June 04, 2022 June 4, 2022 – Thank You for Helping the Puppies and the Kittens! – Please Send Your Invitations for Charity Golf Tournaments! – Bucket O’ Listener Questions
Gene and Alyssa answer tons of listener questions:
Listener says thank you for the information he got in our More than Money World Headquarters?He wants to know is the rents he receives affect the value of his apartment building?She wants to know if she can fund a Roth IRA for her grandchild?Listener will soon take RMDs. How does he know which IRA to take the RMD from?Lots more questions.
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?
Two New Free Services
Have your current life insurance policies analyzed to see if they fit you or could you do betterHave your current annuities analyzed to see if they fit you or could you do better
Added to These Free Services
Social Security and Medicare Review with our SS/Med expert Mr. Mark BacakLong Term Care Review with our partner Mr. Mike PompeiReverse Mortgage Review with our partner Tiffany ShuttaEstate Planning Document Review with an attorney in our office
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
May 28, 2022 May 28, 2022 – Memorial Day – Remember Those Who Made the Ultimate Sacrifice for Our Freedoms – Listener impolitely takes issue with Gene’s opinions on our energy crises – Gene is still right! – Bucket O’ Listener Questions
Gene and Alyssa answer tons of listener questions:
She is 91 and selling her home of 68 years – what should she do?Can a self-employed person have a 401(k)?Should he pay off his mortgage with a reverse mortgage?What is the process for appealing Medicare premium increases?Lots more questions.
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?
Two New Free Services
Have your current life insurance policies analyzed to see if they fit you or could you do betterHave your current annuities analyzed to see if they fit you or could you do better
Added to These Free Services
Social Security and Medicare Review with our SS/Med expert Mr. Mark BacakLong Term Care Review with our partner Mr. Mike PompeiReverse Mortgage Review with our partner Tiffany ShuttaEstate Planning Document Review with an attorney in our office
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
May 21, 2022 May 21, 2022 – Roth Conversions – Best Way to Pay the Tax? Prices at the Pumps Are Through the Roof! Bucket O’ Listener Questions
Gene and Alyssa answer tons of listener questions:
She wants to have income taxes withheld from her social security and RMDs. How?He wants to know if he should invest in I-Bonds.How can he push off the capital gains tax on an apartment building he’s owned for 40 years?Will taking income from IRAs first increase Social Security checks later?Lots more questions
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?
Two New Free Services
Have your current life insurance policies analyzed to see if they fit you or could you do betterHave your current annuities analyzed to see if they fit you or could you do better
Added to These Free Services
Social Security and Medicare Review with our SS/Med expert Mr. Mark BacakLong Term Care Review with our partner Mr. Mike PompeiReverse Mortgage Review with our partner Tiffany ShuttaEstate Planning Document Review with an attorney in our office
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
May 14, 2022 May 14, 2022 – Annuity Expert, Kegan Morris, Joins the Show! – College Correspondent, Zane Belcak, Answers Alyssa’s Questions – Bucket O’ Listener Questions
Gene and Alyssa answer tons of listener questions:
The kids are spread across the country. Who’s going to handle things?What is the best way to pay the income tax on her social security?His Vanguard bond fund is down 10% this year. What should he do?Can she take Social Security survivor benefits and then switch to her own benefit?Lots more questions.
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?
Two New Free Services
Have your current life insurance policies analyzed to see if they fit you or could you do betterHave your current annuities analyzed to see if they fit you or could you do better
Added to These Free Services
Social Security and Medicare Review with our SS/Med expert Mr. Mark BacakLong Term Care Review with our partner Mr. Mike PompeiReverse Mortgage Review with our partner Tiffany ShuttaEstate Planning Document Review with an attorney in our office
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
May 07, 2022 May 7, 2022 – More than 428,000 More Jobs Added in April! – Happy Mother’s Day – Bucket O’ Listener Questions
Gene and Alyssa answer tons of listener questions:
How does he calculate RMDs when he takes two in one year?What is the impact of ‘MAGI’ on his Medicare premiums?Are very high dividends a signal of problems inside a company or REIT?What do they do with life insurance they ‘no longer need’?Lots more questions.
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?
Two New Free Services
Have your current life insurance policies analyzed to see if they fit you or could you do betterHave your current annuities analyzed to see if they fit you or could you do better
Added to These Free Services
Social Security and Medicare Review with our SS/Med expert Mr. Mark BacakLong Term Care Review with our partner Mr. Mike PompeiReverse Mortgage Review with our partner Tiffany ShuttaEstate Planning Document Review with an attorney in our office
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
April 30, 2022 April 30, 2022 – U.S. Treasury I-Bonds Top 8% – Should You Invest? – Gene Flies Solo After Week in Salt Lake City – Bucket O’ Listener Questions
Gene and Alyssa answer tons of listener questions:
How does she handle the instructions in her mother’s will?Is it wise to move money out of an IRA to buy I-Bonds?What is the best way to ‘set aside’ funds for granddaughter’s education?What is direct indexing and should we be interested?Lots more questions.
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?
Two New Free Services
Have your current life insurance policies analyzed to see if they fit you or could you do betterHave your current annuities analyzed to see if they fit you or could you do better
Added to These Free Services
Social Security and Medicare Review with our SS/Med expert Mr. Mark BacakLong Term Care Review with our partner Mr. Mike PompeiReverse Mortgage Review with our partner Tiffany ShuttaEstate Planning Document Review with an attorney in our office
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
April 23, 2022 April 23, 2022 – Secure Act 2.0 May Provide Retirement Benefits – More than 12 Callers and Many More Emails! – Bucket O’ Listener Questions
Gene and Alyssa answer tons of listener questions:
Is it legal for him to buy gold coins with his IRA?She wants a ‘do over’ with her social security benefits?He wants to know the best way to move his old 401(k)?What are REITs and should he invest?Lots more questions.
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?
Two New Free Services
Have your current life insurance policies analyzed to see if they fit you or could you do betterHave your current annuities analyzed to see if they fit you or could you do better
Added to These Free Services
Social Security and Medicare Review with our SS/Med expert Mr. Mark BacakLong Term Care Review with our partner Mr. Mike PompeiReverse Mortgage Review with our partner Tiffany ShuttaEstate Planning Document Review with an attorney in our office
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

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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