69 episodes
More Than Money with Gene Dickison Gene Dickison
-
- Business
-
-
4.1 • 9 Ratings
-
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.
-
April 27, 2024 – Income Tax Planning and (Hopefully) Tax Reduction Strategies – 12 Strategies – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banner on our More than Money website home page!
Gene and Alyssa answer buckets o' questions:
Is it ok with the IRS if business owners just pick their salaries?
What is the penalty if you need to cash in an I-Bond early?
How do mutual fund or exchange traded funds impact the returns an investor might see?
If most of your assets are in IRAs should you also set up a trust for your kids?
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. -
April 20, 2024 – LLS – Leukemia Lymphoma Society – Women Visionary Elaine Zelker and Kristine Ortiz – Elaine Needs Help To Raise Funds for LLS – Go to our website and click on the banner – Kristine shares her story of cancer and friendship
Gene and Alyssa answer buckets o' questions:
He asks if the advisor is trying to pull a fast one?
If he retires at age 57 can he take cash from his 401(k) without paying a penalty?
She just wasn’t that impressed with Gene the first . . . or second time. Was the third time a charm?
Will selling one fund at a loss cut the taxes on the sale of a second fund with a gain?
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. -
April 13, 2024 – Tax Deadline – Monday the 15th – Be patient and polite when picking up your returns – President Donald Trump in the Lehigh Valley with thousands in the audience – Thomas Jefferson’s Birthday!
Gene and Alyssa answer buckets o’ questions:
He is making a gift of land to his church. What’s the right way to do that?
She asks if leasing a car would be wrong for her?
They are both teachers and a salesman at school says they should buy life insurance. Should they?
Is the 529 plan he set up for his grandson really out of his estate?
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. -
April 6, 2024 – It Is Now, Officially, File a Tax Extension Time! – Easter Sunrise Service at Blue Ridge Winery – Inspiring! – Stock Markets Showing Real Volatility – Which Way Will It Go?
Gene and Alyssa answer buckets o’ questions:
He asks if inflation is the reason the stock market is going up?
Her friend is disabled and approaching 65. When should he apply for Medicare?
The family wants to gift money to a special needs granddaughter. How should they best do that?
Is a month too long for a transfer from a 401(k) to an IRA?
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. -
March 30, 2024 – Easter! The Most Joyous Day of the Year! – Alyssa abandons Gene to struggle along on his own as she parties! – You may find out that someone else may have already filed ‘your’ tax return!
Gene answers buckets o’ questions:
Should a student in high school with $1,742 of income file a tax return anyway? (Spoiler alert – Yes!)
How do the Bitcoin ETFs work? Why has Vanguard said they won’t offer one?
What should you do if your financial advisor is ‘bought out’ by a huge national firm?
Is it possible he might still get an old pension from a company that went bankrupt?
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. -
March 23, 2024 – Pennsylvania Inheritance Tax Can Be a Shocker – Include Your Pets in Your Estate Planning – Salesmen Hype Buying Gold with a 2.74% Average Annual Return for 15 Years
Gene and Alyssa answer buckets o’ questions:
Should a student in college with no income file a tax return anyway? (Spoiler alert – Yes!)
She is retiring in September. Will her husband get a bump in his social security?
What will the capital gains rates be in the future? (Spoiler alert – no one has a clue!)
Is it possible to pre-plan your funeral without prepaying for the funeral?
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.