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:

July 03, 2021 July 3, 2021 – Celebrate July 4th and American Independence! – Bucket O’ Listener Questions
Gene and Alyssa Young answer tons of listener questions:
How can he make gifts to his daughters in the best way?He is just getting started on investing – what should his allocation be?Her mother’s estate has not been finalized in 14 years! What can she do?Her term life policy is ending. She doesn’t need the coverage. Should you convert to whole life any way?Lots more listener questions
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
1h 45min
June 26, 2021 June 26, 2021 – How Should You Invest with Rising Inflation and Interest Rates? – Bucket O’ Listener Questions
Gene answers tons of listener questions:
She received IRS Form 5498 – after she filed her income tax return – is she in trouble?Her trust has $147,000 in taxable income in 2020 – is the rate really 37%?What options does she have to help her support her 90 year old mom?He has three retirement plans. Should he combine all three?Lots more listener questions
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
1h 44min
June 19, 2021 June 19, 2021 – Alyssa Young Joins Gene on Air – Happy Fathers’ Day! – Golf Season Starts Up! – Bucket O’ Listener Questions
Gene and Alyssa answer tons of listener questions:
·        Should she empty her 529 plan to fund her son’s Roth IRA?
·        How are loans against a life insurance policy handled when the insured passes away?
·        What are some ways to invest in the stock market and still have some protection against losses?
·        Is Bitcoin going to soon replace the dollar?
·        Lots more listener questions
Two New Free Services
·        Have your current life insurance policies analyzed to see if they fit you or could you do better
·        Have 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 Bacak
·        Long Term Care Review with our partner Mr. Mike Pompei
·        Reverse Mortgage Review with our partner Tiffany Shutta
·        Estate 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
1h 44min
June 12, 2021 June 12, 2021 – LLS Woman of the Year Kathryn Frick Raises $110,000! – Gene plays pickleball and lives to tell about it! – Bucket O’ Listener Questions
Gene answers tons of listener questions:
What are the appropriate legal fees to settle an estate?Should mom give her house to her 3 kids to avoid taxes?Is a Roth Conversion a good way to avoid income tax increases in the future?Where can we get 5% interest on our investments?Lots more listener questions
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
1h 44min
June 05, 2021 June 5, 2021 – Is there a way to Protect Your Investments in a Stock Market Downturn? – Bucket O’ Listener Questions
Gene answers tons of listener questions:
And Gene explores many investment alternatives that can help protect your investments during a stock market downturn
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
1h 44min
May 29, 2021 May 29, 2021 – Please help the Leukemia Lymphoma Society and Kathryn Frick – Go to www.MoreThanMoneyOnline.com and click on the banner! – Bucket O’ Listener Questions
Gene answers tons of listener questions:
What should he do to ‘maximize’ his 401(k) returns until he retires in 5 years?She has two adult daughters and one adult granddaughter. Should she add a trust to estate planning?Can he really get a lump sum payment from social security?How should he best go about investing in precious metals?Lots more listener questions
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
1h 45min
May 22, 2021 May 22, 2021 – Please help the Leukemia Lymphoma Society and Kathryn Frick – Go to www.MoreThanMoneyOnline.com and click on the banner! – Bucket O’ Listener Questions
Gene answers tons of listener questions:
She wants her 401(k) to ‘not lose anything”, but she’s 70% in stocks. What to do?He and his partner are not married, but they’ve been together 41 years. What happens to their estates?He messed up rolling his 401(k) into an IRA. Can he fix it?Their RMDs will have them taking out (and paying taxes on) way more than they need. What should they do?Lots more listener questions
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
1h 44min
May 15, 2021 May 15, 2021 – Support the work of the Leukemia Lymphoma Society and Kathryn Frick – Go to www.MoreThanMoneyOnline.com and click on the banner! – Bucket O’ Listener Questions
Gene answers tons of listener questions:
His CPA insists he pay tax on his Covid related IRA withdrawal. What should he do?Kids inherited an IRA. How do they handle the withdrawals?How does a mortgage payoff figure in the calculation of capital gains taxes?What is the proper amount to keep in an emergency fund in retirement?Lots more listener questions
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
1h 44min
May 08, 2021 May 8, 2021 – Laura Rapa shares her 6 year old daughter, McCoy’s, leukemia battle – Go to www.MoreThanMoneyOnline.com and click on the banner! – Bucket O’ Listener Questions
When McCoy was diagnosed with high risk acute lymphoblastic leukemia at the age of 4, her family had no idea what the future would hold. She is 18 months into treatment with a year still remaining. As end of treatment approaches the fears and uncertainties remain. Laura (McCoy’s mother) will be discussing her experiences during McCoy’s cancer journey as well as what’s next for not only McCoy but other children battling cancer.
McCoy is fighting her battle with leukemia right now. Read the full story on her fundraising page.
Gene answers tons of listener questions:
How does he decipher the choices in his 401(k) to build the best portfolio for the next ten years?His wife bought a home in her own name. Does she share the profits with him?She received a ‘Risk Distribution’ from her father’s estate. What does that mean?She made a poor choice with her social security benefits. Can she change that 25 years later?Lots more listener questions
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
1h 43min
May 01, 2021 May 1, 2021 – Scott Gallagher supports LLS in memory of his sister, Kelly – Go to www.MoreThanMoneyOnline.com and click on the banner! – Bucket O’ Listener Questions
Scott was 16-years-old when his sister, Kelly, passed away from leukemia.
In 1985, 16-year-old Kelly Gallagher was diagnosed with Acute Lymphocytic Leukemia. Medical care for childhood leukemia in the Lehigh Valley was limited at the time. After countless trips to Children’s Hospital in Philadelphia and a bone marrow transplant at the University of Minnesota, Kelly passed away at the age of 19. She was scheduled to attend Villanova University for basketball the week after her passing.
After Kelly’s passing the Gallagher’s ran a golf tournament to raise funds to give back to local families with children suffering from Leukemia. It also provided a memorial scholarship at Allen High School, helped fund the Kelly Gallagher Atrium at Lehigh Valley Hospital’s Morgan Cancer Center, and supported the Leukemia and Lymphoma Society.
Gene answers tons of listener questions:
They are in their 80’s and selling their home. Where should they invest the proceeds?Their Long Term Care Insurance premiums are going up 40% - what should they do?He is 59 and lost his job. Should he change his investments to be more conservative?He wants to know how his RMD will affect the investments in his IRA.Lots more listener questions
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
1h 44min

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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