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:

June 28, 2025June 28, 2025 – Invest in You Runs for LAMN on July 10th – Come and join us! – Three major stock market indexes rise significantly this week – Ceasefire brokered between Iran and Israel after the U.S. acts
Gene and Alyssa answer questions including:
He wants to know if QCDs are also exempt from NJ income tax (spoiler alert – no!)
She wants to know if it would benefit her children for her to put her Co-op into a trust?
He is 81 and widowed. Does he get a S/S survivor benefit?
Her ‘advisor’ just called her for the first time in two years. What should she do?
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
June 21, 2025June 21, 2025 – Alyssa Flies ‘Solo’ – Not Really! – Gene and Nazareth Alum, Andrew Young, bring a team to support Nazareth Football – Continued prayers for everyone around the world as conflicts continue
Alyssa welcomes special guests:
Mark Bacak – Social Security and Medicare expert extraordinaire
Mike Pompei – Life Insurance and Long Term Care planning partner
Keith Strohl – Estate Planning and Elder Law attorney
Real financial advisors do way more than invest money
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
June 14, 2025June 14, 2025 – Pray for all people touched by the Israel-Iran conflict – 250th birthday of the U.S. Army! – Happy Father’s Day!
Gene and Alyssa answer questions:
He asks if the rumors of a $750.00 check to seniors are true?
He asks how a non-profit must handle an inherited IRA?
He is 73, retiring, and has to choose (1) of (3) options on his 401(b). Is it really that hard?
Is investment diversification still just stocks, bonds, and cash?
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
June 07, 2025June 7, 2025 – Bobby Gunther Walsh raises more than $134,000 for LLS! Visionary of the Year! – D-Day – 81 years since Uncle Earl died on Normandy Beach – Markets continue their most remarkable rebound from Spring sell-off
Gene and Alyssa answer questions:
He asks if his social security claiming strategy makes sense?
She asks if they will get a refund after his employer took out ‘way too much tax’?
She is very upset that her sister (mom’s executrix) is following the will instead of what she wants!?!
They ask if setting up 529 plans for their grandchildren is the best way to help?
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
May 31, 2025May 31, 2025 – Millennial couple say housing market is a scam – they are so, so, so wrong – Internet tells you how much to save for retirement – they are so, so, so wrong – MtM continues to raise funds for LLS – please go to our website
Gene and Alyssa answer questions:
He asks if he can move funds from an irrevocable trust into a standard account?
She is widowed and moving her husband’s IRAs to her IRAs. Is she doing it right?
He is 81 with no debt and $240,000 in mutual funds. Is there something better he should be doing?
They are soon to retire. Do we have tips for them to enjoy a satisfying retirement?
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
May 24, 2025May 24, 2025 – MtM Supports Bobby Gunther Walsh for Leukemia/Lymphoma Society Radiothon – Alyssa’s Invest In You (IIY) Yoga Event raises $4,000.00 for LLS! – MtM plays golf for Bright Hope Pregnancy Centers today
Gene and Alyssa answer questions:
He and his wife have some physical concerns. Can they write off a hot tub on their income taxes?
She turns 73 in a month and wants to understand her RMD requirements and options?
He got an invite to a financial workshop dinner. Is the company playing it straight?
They rolled over her 401(k) into a Roth IRA – or did they?
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
May 17, 2025May 17, 2025 – MtM Supports Bobby Gunther Walsh for Leukemia/Lymphoma Society Radiothon – Live at the Borderline Restaurant – Invest in You Yoga at the More than Money World Headquarters
Gene and Alyssa answer questions:
He will stop watching my show since we disagree on tariffs and President Trump! Too bad for him.
She wants to know if her advisor messed up or did her accountant mess up?
He is the executor of his mom’s estate. His brother died before receiving his share. Now what?
She and her ex-husband are remarrying. Should she go back on the deed to their home?
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
May 10, 2025May 10, 2025 – MtM Supports Bobby Gunther Walsh for Leukemia/Lymphoma Society Radiothon – More than Money Live Saturday the 17th at the Borderline Restaurant – Invest in You Yoga on May 17th at the More than Money World Headquarters
Gene and Alyssa answer questions:
He wanted to get out of the market and his advisor did not return his calls!
She wants investments that reflect her values. Is that going to work?
He put his home into an irrevocable trust. What happens when the kids want to sell?
She wants a financial advisor, but doesn't want to invest with the advisor. Now what?
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
May 03, 2025May 3, 2025 – MtM Team Returns from Arizona Research Trip – Stock market averages move ahead for the 3rd week of 4 – If it’s spring it must be time for golf
Gene and Alyssa answer questions:
Her advisor does not the rules for her RMD. This is very bad!
She finds her work life intolerable. Is she the reason?
He asks how to protect his two children with alcohol additions within his estate?
She asks if her husband should invest his inheritance the way she thinks is right?
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
April 26, 2025April 26, 2025 – Stock Markets Rebound 10% in 3 Weeks – Elsie Frey of Nazareth celebrates her 105th birthday! – Gene and the MtM Team travel to Arizona
Gene and Alyssa answer questions:
He asks how best to time the stock market? (Spoiler alert – you can’t)
He asks how social security benefits change from age 67 to age 70?
He asks us to convince his wife to move to a smaller home? (Spoiler alert – we can’t)
He asks where to invest $100,000? (Spoiler alert – it depends)
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

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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