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:

December 01, 2018 December 1, 2018 - Holiday Open House! God Bless Us – Everyone! Thank You for Joining Us! Tons of Great Listener Questions! Part 2
Gene answers tons of listener questions and welcomes to the microphone:
Mark Belcak
Greg Grillo
Mark Bacak
Daryl Okken
Gene talks about:
Thanks to our entire More than Money Family!
Thanks to our More than Money Team!
Thanks to God for blessing us all so abundantly
Do you want a free second opinion meeting with a More than Money advisor?
Call today (610-746-7007) or email ([email protected]) to schedule your
free review
...more
0min
December 01, 2018 December 1, 2018 - Holiday Open House! God Bless Us – Everyone! Thank You for Joining Us! Tons of Great Listener Questions! Part 1
Gene answers tons of listener questions and welcomes to the microphone:
Mark Belcak
Greg Grillo
Mark Bacak
Daryl Okken
Gene talks about:
Thanks to our entire More than Money Family!
Thanks to our More than Money Team!
Thanks to God for blessing us all so abundantly
Do you want a free second opinion meeting with a More than Money advisor?
Call today (610-746-7007) or email ([email protected]) to schedule your
free review
...more
0min
November 24, 2018 November 24, 2018 - December 1st – Holiday Open House – Please Join Us! Estate Taxes? Filial Support Law? What will Stock Market Do in 2019? Tons of Great Listener Questions! Part 2
Gene answers tons of listener questions including:
Controlling estate taxes?
Listener fears filial support law will crush his retirement with care costs for mom!
Why is fixed annuity renewing at only 0.50%?
What does Gene think the markets will do in 2019?
Are Irrevocable Trusts bad things?
Gene talks about:
Next Week (December 1st) More than Money Live at the More than Money World
Headquarters in Bethlehem for our annual holiday open house. Please join us!
Do you want a free second opinion meeting with a More than Money advisor?
Call today (610-746-7007) or email ([email protected]) to schedule your
free review
...more
0min
November 24, 2018 November 24, 2018 - December 1st – Holiday Open House – Please Join Us! Estate Taxes? Filial Support Law? What will Stock Market Do in 2019? Tons of Great Listener Questions! Part 1
Gene answers tons of listener questions including:
Controlling estate taxes?
Listener fears filial support law will crush his retirement with care costs for mom!
Why is fixed annuity renewing at only 0.50%?
What does Gene think the markets will do in 2019?
Are Irrevocable Trusts bad things?
Gene talks about:
Next Week (December 1st) More than Money Live at the More than Money World
Headquarters in Bethlehem for our annual holiday open house. Please join us!
Do you want a free second opinion meeting with a More than Money advisor?
Call today (610-746-7007) or email ([email protected]) to schedule your
free review
...more
0min
November 17, 2018 November 17, 2018 - Converting 401(k) to Roth IRA? 50% of 401(k) in Company Stock? Places to ‘Park’ Money that are Safe and Liquid Tons of Great Listener Questions! Part 2
Gene answers tons of listener questions including:
Are money markets a good place to ‘park’ money?
Listener hates commercials for ‘dodging’ taxes and ‘skating’ on credit card bills
Should listener change investment allocations with ten years to retirement?
Is it ok to have 50% of 401(k) in company stock with 23 years to retirement?
Will converting 10% of 401(k) to Roth 401(k) over 10 years get the IRS off his back?

Gene talks about:
Do you want a free second opinion meeting with a More than Money advisor?
Call today (610-746-7007) or email ([email protected]) to schedule your
free review
...more
0min
November 17, 2018 November 17, 2018 - Converting 401(k) to Roth IRA? 50% of 401(k) in Company Stock? Places to ‘Park’ Money that are Safe and Liquid Tons of Great Listener Questions! Part 1
Gene answers tons of listener questions including:
Are money markets a good place to ‘park’ money?
Listener hates commercials for ‘dodging’ taxes and ‘skating’ on credit card bills
Should listener change investment allocations with ten years to retirement?
Is it ok to have 50% of 401(k) in company stock with 23 years to retirement?
Will converting 10% of 401(k) to Roth 401(k) over 10 years get the IRS off his back?

Gene talks about:
Do you want a free second opinion meeting with a More than Money advisor?
Call today (610-746-7007) or email ([email protected]) to schedule your
free review
...more
0min
November 10, 2018 November 10, 2018 - 401(k)s!? ‘IRAs and RMDs ‘Slashing Income Taxes? Tons of Great Listener Questions! Part 2
Gene answers tons of listener questions including:
Is an ‘Equity Sharing’ mortgage a good idea?
Listener’s company won’t let her fully fund her 401(k)!
Is it a good idea to take everything out of an IRA, pay the tax, and invest in CDs?
Real Estate in a Self-Directed IRA presents some challenges
What should listener be doing before year end to cut income taxes
RMDs are different for IRAs and 401(k)s!
Guaranteed Income Variable Annuity questions
Gene talks about:
Do you want a free second opinion meeting with a More than Money advisor?
Call today (610-746-7007) or email ([email protected]) to schedule your
free review
...more
0min
November 10, 2018 November 10, 2018 - 401(k)s!? ‘IRAs and RMDs ‘Slashing Income Taxes? Tons of Great Listener Questions! Part 1
Gene answers tons of listener questions including:
Is an ‘Equity Sharing’ mortgage a good idea?
Listener’s company won’t let her fully fund her 401(k)!
Is it a good idea to take everything out of an IRA, pay the tax, and invest in CDs?
Real Estate in a Self-Directed IRA presents some challenges
What should listener be doing before year end to cut income taxes
RMDs are different for IRAs and 401(k)s!
Guaranteed Income Variable Annuity questions
Gene talks about:
Do you want a free second opinion meeting with a More than Money advisor?
Call today (610-746-7007) or email ([email protected]) to schedule your
free review
...more
0min
November 03, 2018 November 3, 2018 - Gene Interviews Pathstones by Phoebe’s Cindy Moser and answers tons of listener questions Part 2
Gene’s interview with Cindy Moser:
Explores how Pathstones by Phoebe might help keep seniors in their own homes?
Who might be a good candidate and who isn’t a good candidate for Pathstones?
Looked at Pathstones costs and how they differ from institutional care models
Always do your homework! www.PathsonesByPhoebe.org
Gene talks about:
Do you want a free second opinion meeting with a More than Money advisor?
Call today (610-746-7007) or email ([email protected]) to schedule your
free review
...more
0min
November 03, 2018 November 3, 2018 - Gene Interviews Pathstones by Phoebe’s Cindy Moser and answers tons of listener questions Part 1
Gene’s interview with Cindy Moser:
Explores how Pathstones by Phoebe might help keep seniors in their own homes?
Who might be a good candidate and who isn’t a good candidate for Pathstones?
Looked at Pathstones costs and how they differ from institutional care models
Always do your homework! www.PathsonesByPhoebe.org
Gene talks about:
Do you want a free second opinion meeting with a More than Money advisor?
Call today (610-746-7007) or email ([email protected]) to schedule your
free review
...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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