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:

April 24, 2021 April 24, 2021 – Help Kathryn raise funds to fight cancer with the LLS! – Go to www.MoreThanMoneyOnline.com and click on the banner! – Bucket O’ Listener Questions
Gene answers tons of listener questions:
Biden proposes massive tax increases and his supporters are surprised? Gene calls it like he sees it.Great employment numbers and the ‘press’ wants to spin it as a bad thing. Gene calls it like he sees it.Should they use a 20 year guaranteed annuity payout to fund Roth IRAs?She didn’t file a PA inheritance tax return for her mom. Is she now in trouble?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.
Kathryn Frick joins us in the 9:30 segment for an update on her campaign for the Leukemia & Lymphoma Society's "Woman of the Year." Visit our event page to learn how you can contribute to her efforts!
...more
1h 44min
April 17, 2021 April 17, 2021 – Please help – Leukemia and Lymphoma Society! – Kathryn and Laura share their stories. Help us battle these cancers! – Go to www.MoreThanMoneyOnline.com and click the banner to learn more. – Bucket O’ Listener Questions
Gene answers tons of listener questions:
When should you start your social security benefits?How do you know if you’ll run out of money in retirement?Is it possible to have your own pension even if your company doesn’t?What should you do to keep your income taxes low 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.
MtM supports The Leukemia & Lymphoma Society with Kathryn Frick
Saturday morning at 9:30 on "More than Money" - Kathryn Frick and Laura Rapa join me to share their involvement with the LLS and the ways they're making a tremendous difference.
Laura Rapa’s daughter, McCoy, was diagnosed with Acute Lymphoblastic Leukemia when she was 4 year-old. McCoy just turned 6 in March and, like a true warrior, fights this disease with more courage than a child should have to. McCoy is fighting her battle with leukemia right now. Read the full story on her fundraising page.
...more
1h 44min
April 10, 2021 April 10, 2021 – Radio Retirement Series – Today with Episode 14! – Thomas Bauer – Variable Annuities and Guaranteed Lifetime Income! – Bucket O’ Listener Questions
Thomas Bauer joined Gene for the final episode of the "Radio Retirement Series." Thomas is a certified financial planner as well as a retirement income certified professional.
We're honored to have him wrap up this exciting and informative series with his expertise and caring guidance.
Websites Thomas references in the interview:
The Alliance for Lifetime Income
Get Income for a Lifetime | Protected Lifetime Income (protectedincome.org)
Gene answers tons of listener questions:
What income taxes will her children pay when they inherit her annuity?As they approach their 80’s, how do they make their estates easy for their son to settle?Should she use ‘extra’ income to add to her savings or pay ahead on her mortgage?Does she have to go back to her attorney to change the executor of her will?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
April 03, 2021 April 3, 2021 – Happy Easter! – Radio Retirement Series – Today with Episode 12! – Lori Shaffer – Should You Make the Move to a Life Plan Community? – Bucket O’ Listener Questions

Lori Shaffer, Director of Sales at Morningstar Living’s Moravian Hall Square in Nazareth, PA joins us. Gene and Lori discuss Continuing Care Retirement Community's and the many questions that come with finding the right care for loved ones.
Gene answers tons of listener questions:
Local financial advisor sentenced to 17 years in prison!?!How does the IRS know if you’re investing in Bitcoin?What should she do with $70,000 from the sale of her house?He wants to retire soon and his life partner will still work. How do they put this all together?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
March 29, 2021 March 27, 2021 – Radio Retirement Series – Today with Episode 11! – Tom Hegna – 7 Steps to Retiring Happy! – Bucket O’ Listener Questions
Financial expert, author and speaker, Tom Hegna, joins Gene tomorrow morning for the newest edition to this exciting series. Tune-in for professional guidance from America's foremost expert on retiring happy.
Gene answers tons of listener questions:
·        They are not yet taking RMDs – can they still do Qualified Charitable Distributions from their IRAs?
·        She feels entitled to her inheritance, but . . . her father isn’t dead. Is she on the right track or out of bounds?
·        What is the best way to determine when to take social security benefits?
·        Should she be ok with her husband giving his inheritance to his brother?
·        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 45min
March 20, 2021 March 20, 2021 – Radio Retirement Series – Today with Episode 10! – Mark Belcak – Investing Into and Through Your Retirement – Bucket O’ Listener Questions

Mark Belcak, our senior Financial Advisor at MtM, joins us on this edition of the Radio Retirement Series. We'll be discussing investment strategies for people entering retirement and those that are already retired.
Gene answers tons of listener questions:
He received a $100,000 inheritance. Should it go for retirement or his son’s college?They are both 51 and expecting a large inheritance. Can they put that into a retirement plan?Is the gift limit $15,000 or $11 million?How can we pay our income taxes from our IRA distributions?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 46min
March 13, 2021 March 13, 2021 – Radio Retirement Series – Today with Episode 9! – Michael Smith – Creator of JourneyGuide Retirement Planning Software – Bucket O’ Listener Questions
Gene answers tons of listener questions:
His bank is recommending an annuity to this 79 year old gentleman in poor health. What gives?He thinks he can average 13% a year return – should he take his social security and invest it?New law says unemployment is tax free for 2020 – should he file an amended return?Their advisor has given them dreadfully low returns – should they change and how?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 46min
March 06, 2021 March 6, 2021 – Radio Retirement Series – Today with Episode 8! – Diane Dickison, EA – Head of MtM’s Tax Division – Bucket O’ Listener Questions
Diane Dickison joins us tomorrow morning at 9 for the Radio Retirement Series! The IRS sadly doesn't go away when we retire… BUT there are many challenges & opportunities that come with retirement. Diane is here to help you explore all of them.
Gene answers tons of listener questions:
How can he get his RMD to his church?Why did the IRS send him a 990T letter – and what the heck is a 990T?She had to file quarterly income tax payments for the first time last year – why?What should she do with her $14,000 RMD that she doesn’t need?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
February 27, 2021 February 27, 2021 – Radio Retirement Series – Today with Episode 7! – Dr. Wade Pfau – America’s Foremost Retirement Researcher – Bucket O’ Listener Questions
Listen in for the guidance and expertise of Wade Pfau - our special guest this week.
Wade is a professor of Retirement Income at The American College and Director of Retirement Research.
Gene answers tons of listener questions:
How can daughter continue to pay for 24/7 care for her mother?What assets must her son reveal for his pre-nup?Since her sister never took her ex off as her beneficiary – will he get the money 30 years later?Is it really possible to spend your IRA and still leave it to your children?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
February 20, 2021 February 20, 2021 – Radio Retirement Series – Today with Episode 6! – Long Term Care Planning – Mike Pompei Shares Great Info! – Bucket O’ Listener Questions
Our great friend Mike Pompei, of Ash Brokerage, is the special guest this week. Listen to our conversation about Long Term Care.
Gene answers tons of listener questions:
How can companies that don’t make anything be worth billions?Are Pa Municipal Bonds a good idea for a 78 year old investor?When does the lender take your house when you have a reverse mortgage?Does a mortgage balance reduce capital gains when you sell a property?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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