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:

February 05, 2022 February 5, 2022 – Financial Advisor, Mark Belcak, Talks Volatile Stock Market Dos and Don’ts? – Jobs Reports Outstanding! – Bucket O’ Listener Questions
Gene and Alyssa answer tons of listener questions:
Is interest earned on I-Bonds tax free when used for education?Why is his advisor requiring a ‘medallion signature guarantee’?Can he rollover his pension lump sum instead of getting locked into monthly payments?Her 401(k) plan moved. Can she take her money and go elsewhere?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 45min
January 29, 2022 January 29, 2022 – What Should You be Doing with This Crazy Stock Market? – How Do You Avoid Paying Taxes When You Make Gifts! – Bucket O’ Listener Questions
Gene and Alyssa answer tons of listener questions:
Should you be investing in Cryptocurrency?How is an annuity inside an IRA taxed?Can an owner of IRAs set up charities as the beneficiaries?Where do you find an estate planning attorney familiar with special needs trusts?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
January 22, 2022 January 22, 2022 – Who Should be Using a Trust and What Kind? – Laughing at My Nightmare (LAMN) Marks 10th Anniversary! – What Happens When You Disagree with One of Gene’s Answers? – Bucket O’ Listener Questions
Gene and Alyssa answer tons of listener questions:
What is the benefit of working with a fiduciary financial advisor?How do you access a safe deposit box when an owner has passed?Can an owner sell his farm and get a personal residence exemption from income taxes?What can a taxpayer do when the IRS won’t do its job?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
January 15, 2022 January 15, 2022 – What Should a College Student Do to Get His/Her Financial Future on Track? – What are the investment options inside a Roth IRA? – Bucket O’ Listener Questions
Gene and Alyssa answer tons of listener questions:
Is inflation temporary or going away soon?How do inherited IRAs best handled by the beneficiary?Can an investor put appreciated stock in a 529 plan?What does it mean for an annuity to be ‘RMD friendly’?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 42min
January 08, 2022 January 8, 2022 – Tax Season Tips as We Interview Diane Dickison – ‘The Boss’ – Steve calls in with questions that only Alyssa can answer – Bucket O’ Listener Questions
Gene and Alyssa answer tons of listener questions:
What is the tax impact of ‘selling’ a property to their son?Will his gifts to his children impact his ability to get Medicaid?How does a listener access the MtM retirement planning tool JourneyGuide?What does the new laws do to an inherited IRA that’s been held since 2016?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
0min
January 01, 2022 January 1, 2022 – Happy New Year! – Get a Great Financial Start with our Action Plan Checklist in our January MtM Newsletter – Bucket O’ Listener Questions
Gene and Alyssa answer tons of listener questions:
Should Bitcoin or Gold be in a conservative investment portfolio?If he sold stock on 12/31/21 when does he report that to the IRS?How does a fiduciary financial advisor get paid?What is the maximum that can be invested in a 529 plan?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
0min
December 18, 2021 December 18, 2021 – Merry Christmas! – Thank You for Helping the Children’s Home of Easton! – Bucket O’ Listener Questions
Gene and Alyssa answer tons of listener questions:
What can he do with savings bonds he found in the trash?Are I-Bonds a good investment choice?How can she prevent her $5,000 RMD from costing them $36,000 in drug costs?Does adding his wife to his stock account mean he has to file a gift tax return?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
0min
December 11, 2021 December 11, 2021 – Christmas is Only Two Weeks Away! We Learn a Great Tip for Our Prayers! – Thank You to our Listeners Who Helped us Raise $4,400 for the Children’s Home of Easton! – Bucket O’ Listener Questions
Gene and Alyssa answer tons of listener questions:
What is a ‘weighted average’ stock market index?Is the government planning to take away the Roth IRA?How can he invest in physical gold in his IRA?He is trying to plan the best social security strategy. How does he decide what’s the best?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
0min
December 04, 2021 December 4, 2021 – MtM Christmas Party! – You Helped Us Raise Tons of Funds for the Children’s Home of Easton! – Bucket O’ Listener Questions
Gene and Alyssa answered lots of listener questions.
Our entire More than Money team greeted our visitors to our More than Money World Headquarters.
Santa Claus, Mrs. Claus (Holly), his elf, and a living Christmas Tree were in full Christmas spirit.
Gifts for adults, kids, and dogs (thanks to Duke’s Delights) were cheerfully given.
And you were all so generous in your gifts to the Children’s Home of Easton.
We are still tallying the total, but please know how grateful we are to all of you at this time of the year.
Merry Christmas.
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
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?
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
November 27, 2021 November 27, 2021 – Women Gather at MtM on December 2nd for ‘Invest in You!’ – Everyone Join Us on December 4th for our MtM Christmas Party! – Bucket O’ Listener Questions
Gene and Alyssa answer tons of listener questions:
Can he push off income taxes by not cashing the check until January?Best way to sell stock held by their now deceased mother?He inherited an IRA from his mother. What’s the best way for him to take the money?They are 80 and 78 years old. How do they safely invest $100,000?Is there any age limit to converting from an IRA to a Roth IRA?
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
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?
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

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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