100 episodes

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 Than Money with Gene Dickison Gene Dickison

    • Investing
    • 4.0, 5 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.

    August 1, 2020 – More than Money Initiative for ‘Curb Side Voting’! – Become a Millionaire – 10 Step Video Series on More than Money! – Bucket O’ Listener Questions

    August 1, 2020 – More than Money Initiative for ‘Curb Side Voting’! – Become a Millionaire – 10 Step Video Series on More than Money! – Bucket O’ Listener Questions

    Gene answers tons of listener questions:



    How should grandmother best help her ‘best friend and granddaughter’ with her student loans?Can siblings agree to give bulk of dad’s estate to sister who cared for him?Is it possible for siblings to have brother removed as executor of mom’s will?What investment strategy might be best if Biden wills the election?Many excellent listener questions



    For our More than Money Audience



    Free Second Opinion Meeting



              Do you have questions about your financial situation?



              Are you on track to reach your financial goals – particularly your retirement goals?



              What should you be doing right now?



    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.

    • 1 hr 42 min
    July 25, 2020 – Welcome Ted Gora and Completely Custom as sponsor of More than Money! – If You Want to Return Your RMD, August 31st is the Deadline! Bucket O’ Listener Questions

    July 25, 2020 – Welcome Ted Gora and Completely Custom as sponsor of More than Money! – If You Want to Return Your RMD, August 31st is the Deadline! Bucket O’ Listener Questions

    Gene answers tons of listener questions:



    Can listener still send money from his IRA to his church and not be taxes?Is an SEP or a Solo 401(k) a better retirement plan for a self-employed person?Should listener shift from CDs to dividend paying stocks?Listener wants to know why it’s better to work with an investment advisor than DIY?Many excellent listener questions



    For our More than Money Audience



    Free Second Opinion Meeting



              Do you have questions about your financial situation?



              Are you on track to reach your financial goals – particularly your retirement goals?



              What should you be doing right now?



    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 free review.

    • 1 hr 43 min
    July 18, 2020 – Martin Guitar Stands Up for ESG Investor Freedom – Millionaires for Humanity – Embarrass Themselves With Their Ignorance! Bucket O’ Listener Questions

    July 18, 2020 – Martin Guitar Stands Up for ESG Investor Freedom – Millionaires for Humanity – Embarrass Themselves With Their Ignorance! Bucket O’ Listener Questions

    Gene answers tons of listener questions:



    How can they have a comfortable retirement and leave their family a healthy legacy?They married at age 61 and blended their families – how do they set up their beneficiaries?81 year old listener gives excellent advice to everyone.She inherited two IRAs from her husband and wonders is she’s ‘messing’ things up?Many excellent listener questions



    For our More than Money Audience



    Free Second Opinion Meeting



              Do you have questions about your financial situation?



              Are you on track to reach your financial goals – particularly your retirement goals?



              What should you be doing right now?



    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 free review.

    • 1 hr 40 min
    July 11, 2020 – Happy Birthday to our daughter, Ali! — Can we disagree and still care for each other? — Bucket O’ Listener Questions

    July 11, 2020 – Happy Birthday to our daughter, Ali! — Can we disagree and still care for each other? — Bucket O’ Listener Questions

    Gene answers tons of listener questions:



    What should they do with the $62,000 left in their wonderful daughter’s 529 plan?Annuity commissions vs. investment advisory fees – pros and cons?Her 84 year old mom’s attorney is giving estate advice daughter disagrees with.  What gives?Did the bank ‘screw up’ when they put her brother’s name on their mom’s account?Many excellent listener questions



    For our More than Money Audience



    Free Second Opinion Meeting



              Do you have questions about your financial situation?



              Are you on track to reach your financial goals – particularly your retirement goals?



              What should you be doing right now?



    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 free review.

    • 1 hr 43 min
    July 4, 2020 – Happy Birthday to the United States of America! — 4.8 Million New Jobs Created in June! — Bucket O’ Listener Questions

    July 4, 2020 – Happy Birthday to the United States of America! — 4.8 Million New Jobs Created in June! — Bucket O’ Listener Questions

    Gene answers tons of listener questions:



    Can listeners trade one set of annuities for Long Term Care annuities?Does the listener’s sister really get all the money mom and dad had in the bank?If retired listener doesn’t need $600,000 for income should he keep it in the stock market?Is life insurance taxed on a Pennsylvania inheritance tax return?Many excellent listener questions



    For our More than Money Audience



    Free Second Opinion Meeting



              Do you have questions about your financial situation?



              Are you on track to reach your financial goals – particularly your retirement goals?



              What should you be doing right now?



    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 free review.

    • 1 hr 44 min
    June 27, 2020 – Are Annuity Promises Too Good to be True? — Advisor Loses $370,000 for Clients and Wants $169,000 in Commissions! — Bucket O’ Listener Questions

    June 27, 2020 – Are Annuity Promises Too Good to be True? — Advisor Loses $370,000 for Clients and Wants $169,000 in Commissions! — Bucket O’ Listener Questions

    Gene answers tons of listener questions:



    Does Pennsylvania tax IRA distributions for senior citzens?Are the dividends paid by preferred stocks guaranteed?Should widow set up a trust to pass her home to her children?How does listener terminate an LLC he no longer needs?Many excellent listener questions



    For our More than Money Audience



    Free Second Opinion Meeting



              Do you have questions about your financial situation?



              Are you on track to reach your financial goals – particularly your retirement goals?



              What should you be doing right now?



    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 free review.

    • 1 hr 43 min

Customer Reviews

4.0 out of 5
5 Ratings

5 Ratings

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