77 episodes
More Than Money with Gene Dickison Gene Dickison
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- Business
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.
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June 22, 2024 – LAMN Event July 11th 5K – Run, Walk, Roll or just come out for a great time and meet Annabelle! – Our friend, Bobby Gunther Walsh, celebrates 40 years on WAEB AM790! – One of the most detailed SCAM letters you will ever encounter
Gene and Alyssa answer buckets o’ questions:
Gene’s friend, Rook, has questions about foreign currencies?
Bob was surprised at the tax treatment of U.S. treasuries.
She wants to know how the ‘look-back period’ works for gifts and Medicaid.
How do they navigate the journey from their current home to a down-sized home?
Lots more . . .
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 (Gene@AskMtM.com) to schedule your time with us. -
June 15, 2024 – LAMN Event July 11th 5K – Run, Walk, Roll or just come out for a great time and meet Annabelle! – Reduce your financial stress, worry, and anxiety and increase your peace of mind – Is there really one financial rule that is the f
Gene answers buckets o’ questions:
What are the mechanics of converting from an IRA to a Roth IRA?
What are the mechanics of initiating withdrawals from a Rollover IRA?
What are the mechanics of keeping Medicare premiums as low as possible?
Should his wife be the beneficiary of his accounts or the joint owner?
Lots more . . .
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 (Gene@AskMtM.com) to schedule your time with us. -
June 8, 2024 – Elaine Zelker Raises More than $105,000 for LLS – Visionary of the Year! – Tails of Valor Golf Tournament – Great People, Great Food, and Best of All – Great Dogs! – LAMN Event July 11th 5K – Run, Walk, Roll or just come out
Gene and Alyssa answer buckets o’ questions:
What are the rules for making gifts to children to then qualify for Medicaid?
Is a rollover from a 529 plan into a Roth IRA taxable on your PA return?
How can he gift money to his children from his IRA without paying income taxes?
Her annuity earned 5% in 12 years. How is such bad performance even possible?
Lots more . . .
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 (Gene@AskMtM.com) to schedule your time with us. -
June 1, 2024 – Long Term Care Insurance Strategy That Might Be the Right Answer for You! – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banner on our More than Money web site home page!
Gene and Alyssa answer buckets o’ questions:
What amount can a husband and wife deduct on their PA income tax for 529 contributions?
He wants to work after he reaches full social security. Will he just lose it all to taxes?
He asks how to choose a financial advisor and what to expect from that advisor?
They are in their 80’s with IRAs. What happens when one of them passes?
Lots more . . .
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 (Gene@AskMtM.com) to schedule your time with us. -
May 25, 2024 – Memorial Day – Remembering Those Who Died for Our Freedoms – RMDs for Inherited IRAs not Required in 2024, but should you take them anyway? – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banne
Gene and Alyssa answer buckets o’ questions:
Should he take a big block of money out of his IRA to pay cash for an investment property?
She’s doing lots of good things at age 36, but is she really ‘all over the place’?
He would like the peace of mind of paying off his mortgage. Is it really a good idea?
Why won’t Gene just send out information on RMDs?
Lots more . . .
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 (Gene@AskMtM.com) to schedule your time with us. -
May 18, 2024 – Gene and Alyssa’s babies – very young, and not so young doing very well indeed! – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banner on our More than Money web site home page!
Gene and Alyssa answer buckets o’ questions:
Should he take $250,000 out of his 401(k) to pay off his sons’ student loans?
She is wrapping up her small business. Should she sell now or when she retires?
He is 79 with a large IRA. His wife has never had an IRA. What happens to her when he dies?
She inherited and IRA in 2015. Does the ten year rule apply to that account?
Lots more . . .
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 (Gene@AskMtM.com) to schedule your time with us.