More Than Money with Gene Dickison

Gene Dickison
  • 4.1 (9)
  • INVESTING
  • UPDATED BIWEEKLY

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.

  1. May 9, 2026 – Markets rise for 5th straight week – Oil prices begin to drop – Gene shares the challenge facing advisors who have clients pass away – If you want to keep the family house in the family . . .

    MAY 9

    May 9, 2026 – Markets rise for 5th straight week – Oil prices begin to drop – Gene shares the challenge facing advisors who have clients pass away – If you want to keep the family house in the family . . .

    Gene and Alyssa answered questions and explored important topics: He wants to know the difference between Buffered ETFs and Structured Notes? She asks what are the differences between PoD and ToD with bank accounts? He asks how it is possible that MtM has clients in 30 states? She asks how the Trump Accounts work for babies? 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.

  2. May 2, 2026 – Stock markets rebound above pre-Iran war levels – Gene sharing his views on ‘priming the pump’ with investments and in life – Continuing Care Retirement Communities vs. Ageing in Place

    MAY 2

    May 2, 2026 – Stock markets rebound above pre-Iran war levels – Gene sharing his views on ‘priming the pump’ with investments and in life – Continuing Care Retirement Communities vs. Ageing in Place

    Gene and Alyssa answered questions and explored important topics: He wants to know the best way to pay for his new house? She asks what capital gains tax she will pay on the sale of a rental property? He is 26 and inherited $100,000 from his grandmother.  What should he do? She got her masters and a great job.  Pay off student loans or start with her 401(k) investments? 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.

  3. April 25, 2026 – Gene, Alyssa, and the More than Money team back from a conference in Nashville – Major market indices gain for 4th consecutive week – A financial “pundit” takes shots at Dave Ramsey for all the wrong reasons

    APR 25

    April 25, 2026 – Gene, Alyssa, and the More than Money team back from a conference in Nashville – Major market indices gain for 4th consecutive week – A financial “pundit” takes shots at Dave Ramsey for all the wrong reasons

    Gene and Alyssa answered questions and explored important topics: She asks if converting to a Roth IRA is a good idea for her? She asks if the new senior deduction can shelter the interest on I Bonds? She asks if hybrid Long Term Care Insurance policies are still available and a good idea? She discovered her IRA RMDs have not been done correctly.  Now what? 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.

  4. April 18, 2026 – Major stock market indices continue rebound – Income tax refunds up significantly this year – Would you prefer a small/no or large tax refund?

    APR 19

    April 18, 2026 – Major stock market indices continue rebound – Income tax refunds up significantly this year – Would you prefer a small/no or large tax refund?

    Gene and Alyssa answered questions and explored important topics: He asks how best to go about purchasing his mother’s home? He asks what to do with a trust that was established in 2007, but never funded? She asks how to best help her musician son who has no retirement plan? She asks how the IRS handles amended returns and how far back can she go? 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.

  5. April 11, 2026 – Should you accept dinner invitations from ‘financial advisors’? – Major market indices gain for second consecutive week – Alyssa tells a lot of stories

    APR 11

    April 11, 2026 – Should you accept dinner invitations from ‘financial advisors’? – Major market indices gain for second consecutive week – Alyssa tells a lot of stories

    Gene and Alyssa answered questions and explored important topics: He asks what’s the best approach to liquidating EE and I Bonds? He asks how to know when it makes sense to refinance a 6.75% mortgage? She asks how to handle cash gifts to her daughter so she doesn’t make big mistakes? She asks if her husband’s vacation pay can be invested in an IRA? 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.

  6. April 4, 2026 – Happy Easter! Happy Easter! Happy Easter!!

    APR 4

    April 4, 2026 – Happy Easter! Happy Easter! Happy Easter!!

    Gene and Alyssa answered questions and explored important topics: He asks how to handle his mom’s estate when it’s only $10,000? He asks how to report to the IRS that he received an insurance reimbursement check? She asks how to handle a lump sum retirement? She asks how she can regain her ‘identity’ after retiring? 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.

  7. March 28, 2026 – Baseball season starts – Yankees and Phillies are a lock to meet in the World Series – Gold prices drop in face of Geo-Political fears – what gives? – Al Pacino says his accountant stole $50 million  – oh, and he did have 2

    MAR 28

    March 28, 2026 – Baseball season starts – Yankees and Phillies are a lock to meet in the World Series – Gold prices drop in face of Geo-Political fears – what gives? – Al Pacino says his accountant stole $50 million  – oh, and he did have 2

    Gene answered questions and explored important topics: She asks how to plan her estate without risking that the funeral home won’t be there? He asks how at age 73 he can invest $300,000 without serious risk? He asks how to deal with his son who wants to buy his business, but will run it into the ground? She asks about how she might be able to take advantage of this dip in the stock markets? 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.

  8. March 21, 2026 – Iranian Excursion fuels volatility in stock markets, oil prices, and interest rates – Gifting strategies dominate tax planning early in 2026 – More than Money Newsletter available – free – just ask!

    MAR 21

    March 21, 2026 – Iranian Excursion fuels volatility in stock markets, oil prices, and interest rates – Gifting strategies dominate tax planning early in 2026 – More than Money Newsletter available – free – just ask!

    Gene answered questions and explored important topics: He asks how taxes will be computed on the buy-out of his home in a divorce? He asks why his 1099-R from his IRA does not show his QCDs? He asks if he should invest his retirement savings into an annuity or mutual funds? She asks about the mechanics of using QCDs for gifts to her church? 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.

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Ratings & Reviews

4.1
out of 5
9 Ratings

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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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