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:

August 25, 2025August 30, 2025 – Gene returns from his daughter’s (Alyssa) wedding in Atlanta – ‘filled with love! – Radiothon for Folds of Honor begins Friday September 6th – More than Money is live at the Ritz Barbeque on Saturday the 7th – please come out and join us
Gene and Alyssa answer questions including:
Should he take the annuity being offered by his 401(k) provider? (Spoiler alert – No!)
He asks what keeps Gene so healthy? (the answer might surprise you)
She wants to know what is the best way to fund their home improvement projects?
She asks how she should tell her husband she does not want to sell her business?
And we are still feeling very, very blessed
Free Second Opinion Meetings
Meet with a More than Money advisor to review your entire financial picture or simply project your retirement
Meet with our Social Security partner to plan the best S/S strategy for you
Meet with our estate planning attorney partner to review your estate plans – if you have any
Meet with our insurance partner to review your life or long term care coverages
Discover how to have your 401(k) professionally managed without leaving your company plan
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 40min
August 23, 2025August 23, 2025 – Is a Reverse Mortgage Appropriate? Our Specialist Describes Options & Mechanics – Plus: Answers to Your Questions About Helping Adult Kids, Taxes, Inherited IRA Rules, POA vs. Joint Ownership on Bank Accounts
While Gene was with his family for a wedding celebration in Georgia, Alyssa invited reverse mortgage specialist Tiffany Shutta, of Mutual of Omaha, to join her on air. Tiffany uses a real-life, recent example to demonstrate how a reverse mortgage works and explains when it’s an appropriate solution—and when it’s not.
Alyssa also answers your questions on various topics:
Should I ask my adult daughter to pay me for childcare?
Does MtM allow investors to customize their portfolio holdings?
How can I pay tax on less Social Security?
Do I need to empty the IRA I inherited from my younger sister in 10 years?
Should I be POA or joint owner on Mom’s bank account?
You can get answers to your own questions and enjoy one-on-one service by contacting MtM Financial Group for a free second opinion meeting with any of our specialists about:
Financial situation, investments, retirement plan
Estate plans
Life insurance
Annuities
Reverse mortgages
Taxes
Call 610-746-7007 or contact us online to request a free appointment.
...more
1h 40min
August 16, 2025August 16, 2025 – Tariffs seem to be operating well, generating revenue, little impact on inflation – Trump/Putin summit seems to have produced the potential for peace in Ukraine – Alyssa wins women’s longest drive contest at BML golf tournament!
Gene and Alyssa answer questions including:
She asks how to get the best price when buying a car?
He asks what the probate process is and how to navigate that process?
She wants to know if an investment in cryptocurrency is appropriate for folks 80 years old?
He asks how much of his retirement money should be in bonds since he is 64 years old?
And we are still feeling very, very blessed
Free Second Opinion Meetings
Meet with a More than Money advisor to review your entire financial picture or simply project your retirement
Meet with our Social Security partner to plan the best S/S strategy for you
Meet with our estate planning attorney partner to review your estate plans – if you have any
Meet with our insurance partner to review your life or long term care coverages
Discover how to have your 401(k) professionally managed without leaving your company plan
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 40min
August 09, 2025August 9, 2025 – More than Money has raised more than $10,000 for Valley non-profits playing golf this summer – Stock markets show remarkable resilience in the face of multiple economic uncertainties – Should you be talking to your parents about their est
Gene and Alyssa answer questions including:
He asks if he should transfer his home into a trust?
He asks about CD rates and where interest rates might be going?
She wants to know if banks require forms to show Powers of Attorney?
He asks if he can name multiple beneficiaries on his IRA?
And we are still feeling very, very blessed
Free Second Opinion Meetings
Meet with a More than Money advisor to review your entire financial picture or simply project your retirement
Meet with our Social Security partner to plan the best S/S strategy for you
Meet with our estate planning attorney partner to review your estate plans – if you have any
Meet with our insurance partner to review your life or long term care coverages
Discover how to have your 401(k) professionally managed without leaving your company plan
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 40min
August 06, 2025August 6, 2025 – More than Money Live (!) Remote raising funds for Folds of Honor – Folds of Honor Radiothon continues through 9/11 at our MtM World Headquarters – Please help Folds by going to our website www.MoreThanMoneyOnline.com
Gene and Alyssa answered questions, greeted friends and clients, and accepted contributions!
And we are still feeling very, very blessed
Free Second Opinion Meetings
Meet with a More than Money advisor to review your entire financial picture or simply project your retirement
Meet with our Social Security partner to plan the best S/S strategy for you
Meet with our estate planning attorney partner to review your estate plans – if you have any
Meet with our insurance partner to review your life or long term care coverages
Discover how to have your 401(k) professionally managed without leaving your company plan
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 40min
August 02, 2025August 2, 2025 – Alyssa and her family return safely from their voyage across the world – Stock markets show volatility in face of jobs report and Federal Reserve actions – Scammers are out to take your life savings!
Gene and Alyssa answer questions including:
He asks for us to explain the basics of a reverse mortgage?
He is a retiring school teacher and wants to know how to accept his pension?
She wants to know if a specific annuity would be a good investment for her?
He shares that State Farm is not accepting Umbrella liability policies at this time. Why?
And we are still feeling very, very blessed
Free Second Opinion Meetings
Meet with a More than Money advisor to review your entire financial picture or simply project your retirement
Meet with our Social Security partner to plan the best S/S strategy for you
Meet with our estate planning attorney partner to review your estate plans – if you have any
Meet with our insurance partner to review your life or long term care coverages
Discover how to have your 401(k) professionally managed without leaving your company plan
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 41min
July 26, 2025July 26, 2025 – Thank you all for your love and support as we remember Diane’s dad, Jim Hinton – Alyssa and her family travel the world – thoughts and prayers for their continued safety – We helped raise $236,000 for Animals in Distress – thanks to you!
Gene flies solo and answers questions including:
He is moving to Florida. Should he sell his house or rent?
She wants to gift money to her two sons. One son asks to clarify the rules and the taxes?
He asks if putting assets into a trust avoids estate taxes?
She wants to know if she should take $100,000 from her IRA to help her son buy a house?
And we are still feeling very, very blessed
Free Second Opinion Meetings
Meet with a More than Money advisor to review your entire financial picture or simply project your retirement
Meet with our Social Security partner to plan the best S/S strategy for you
Meet with our estate planning attorney partner to review your estate plans – if you have any
Meet with our insurance partner to review your life or long term care coverages
Discover how to have your 401(k) professionally managed without leaving your company plan
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 41min
July 19, 2025July 19, 2025 – Upon the passing of Diane’s father, Jim Hinton, we celebrate his life – Thank you to everyone for your prayers – We will miss him so until we are all together again
Gene flies solo and answers questions including:
He asks how the BBB will affect his social security since he is still working at age 70?
She asks when to sell poorly performing stock – before or after dividend payments?
She asks if her brother is doing the right thing by giving their mom stock to sell?
She wants to know if she should keep the IRA her dad left her or give it ‘back’ to her mother?
And we are still feeling very, very blessed
Free Second Opinion Meetings
Meet with a More than Money advisor to review your entire financial picture or simply project your retirement
Meet with our Social Security partner to plan the best S/S strategy for you
Meet with our estate planning attorney partner to review your estate plans – if you have any
Meet with our insurance partner to review your life or long term care coverages
Discover how to have your 401(k) professionally managed without leaving your company plan
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 41min
July 12, 2025July 12, 2025 – Happy Birthday to Annabelle’s momma, Ali! – Invest in You Ran for LAMN – Thank you to everyone who came out and supported LAMN! – Broad stock market returns continue impressive runs
Gene and Alyssa answer questions including:
He asks if what’s going on in Washington D.C. affects how we invest money for clients?
She wants to know if at age 75 she can get help investing a modest amount of money? (Yes!)
He wants to know how Medicaid ‘claws back’ gifts that were made before needing care?
He wants to know how the new BBB ‘senior deduction’ will work for him and his bride?
And we are still feeling very, very blessed
Free Second Opinion Meetings
Meet with a More than Money advisor to review your entire financial picture or simply project your retirement
Meet with our Social Security partner to plan the best S/S strategy for you
Meet with our estate planning attorney partner to review your estate plans – if you have any
Meet with our insurance partner to review your life or long term care coverages
Discover how to have your 401(k) professionally managed without leaving your company plan
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
July 05, 2025July 5, 2025 – Happy 4th of July! Big Beautiful Bill signed by President Trump! – Invest in You Runs for LAMN on July 10th – Come and join us! – Three major stock market indexes rise significantly this week
Gene and Alyssa answer questions including:
He asks what is probate and what should he do to help his family when he passes?
Her advisor says move from stocks to bonds. We absolutely disagree.
She wants to know if she can join her husband in early retirement?
Should his parents give him details of their retirement plans? (None of his business!)
And we are still feeling very, very blessed
Free Second Opinion Meetings
Meet with a More than Money advisor to review your entire financial picture or simply project your retirement
Meet with our Social Security partner to plan the best S/S strategy for you
Meet with our estate planning attorney partner to review your estate plans – if you have any
Meet with our insurance partner to review your life or long term care coverages
Discover how to have your 401(k) professionally managed without leaving your company plan
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 40min

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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