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:

February 15, 2025February 15, 2025 – Special Event – March 6th – Live Television Taping of More than Money at PBS39 – Only 21 seats left to be part of a live studio audience? – Email [email protected] to request your seats
Gene and Alyssa answer questions:
She asks how to handle life insurance policies with grandkids as the beneficiaries?
She asks how to handle funds for her brother who is institutionalized?
Can she convert her inherited IRA RMDs into a Roth IRA?
She asks if there is an easy way to get out of her timeshare?
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
February 08, 2025February 8, 2025 – Special Event – March 6th – Live Television Taping of More than Money at PBS39 – Would like to be part of our guests and be part of a live studio audience? – Email [email protected] to request your seats
Gene and Alyssa answer questions:
He offers facts about the very first Super Bowl that were quite fascinating!
He asks how to transfer the family home from his mom to her kids?
He asks what options he has with his old 403(b)?
They want to help their son buy a home. How should they do and where should they get the 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
February 01, 2025February 1, 2025 – Special Event – March 6th – Live Television Taping of More than Money at PBS39 – Would like to be part of our live studio audience? – Email [email protected] to request your seats
Gene and Alyssa answer questions:
He offers insight into the viability of hydrogen as fuel to power cars.
He asks if his Home Owners’ Association can invest their capital away from a bank?
She asks if there is a way to invest in Bitcoin without taking so much risk?
She has over $160,000 in student loans. Can she get that amount reduced?
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
January 26, 2025January 25, 2025 – Special Event – March 6th – Live Television Taping of More than Money at PBS39 – Would like to be part of our live studio audience? – Email [email protected] to request your seats
Gene and Alyssa answer questions:
He asks how to sell stock with large capital gains and not pay income tax?
He asks how much we know about unemployment compensation? (Spoiler alert – not much!)
She is helping a neighbor who has not family to help her. Does she need a power of attorney?
He has questions about MtM having a conference room named after President Trump?
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
January 18, 2025January 18, 2025 – President Trump Inauguration Monday January 20, 2025 – Is it possible to know what the economy will do in 2025? – Bumble’s stock price fell 90% since 2021. What does that mean for you?
Gene and Alyssa answer questions:
She asks how long she should keep her income tax records?
They ask how much they can contribute to the Roth IRAs based on his income?
They want to know how to transition their investments into income as retirement comes near?
What are some actions to take early in 2025 rather than waiting?
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
January 11, 2025January 11, 2025 – What Should You Do Early in 2025 Rather than Waiting? – When is good news for the economy bad news for the stock market? – What advice would a happy, healthy 100 year old women give you?
Gene and Alyssa answer questions:
She asks what she must do to change the beneficiaries of her will?
They ask how to get complete retirement advice rather than just investments?
They ask if they should pay off their mortgage that carries a 1.99% interest rate?
She asks what to do with an annuity that was intended for her daughter who recently passed?
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
January 04, 2025January 4, 2025 – Wishing Everyone a Happy, Healthy, and Prosperous New Year!
Gene answers questions:
He asks if there is a way to ‘defer’ excess capital gains on the sale of their home?
They are asking what resources are available to guide them in the sale of their business?
He asks what the guidelines are for the new ‘Super’ Catch-Up provisions for a 401(k)?
He asks if he should take back stock he gave to his daughter?
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
December 28, 2024December 28, 2024 – Wishing Everyone a Happy, Healthy, and Prosperous New Year!
Gene and Alyssa answer questions:
What would you do if you won a $1.2 Billion lottery?
He has been disabled for 18 years. Will his wife be able to retire.
They have nearly all their investments in one stock. Is this a tax nightmare?
What online trading platform do we recommend?
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
December 21, 2024December 21, 2024 – Merry Christmas and God Bless Us Everyone!
Gene and Alyssa answer questions:
How can they protect the family home from Medicaid and keep it in the family?
Why would a union require its members to report side jobs? There may be a good reason.
What are the 5 year rules for Roth IRAs and how do they work?
Should they take out a home equity loan or take the money from their IRAs?
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
December 14, 2024December 14, 2024 – MtM’s Amazing Audience Helps Raise $27,220 for the Children’s home of Easton – IIY Packing Shoe Boxes for Children – 120 Boxes Packed – Thanks to those great ladies – Merry Christmas Indeed!
Gene and Alyssa answer questions:
Should they pay off their son’s mortgage?
Can they send their RMDs to their niece without taxes?
He has 70 stock positions and wants to make things simpler for his heirs?
He wants to know the capital gains rate on selling silver coins?
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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