More Than Money with 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.
Episodes
Gene and Alyssa answered questions and explored important topics:
- She is 28 and asks why the schools don’t teach financial fundamentals? (Excellent question!)
- He asks how to handle IRAs when the named beneficiary is the estate?
- She wants to understand how to take advantage of the Trump Accounts for children?
- He asks if gold and silver are dropping in price because of the individual investor? ...
Gene and Alyssa answered questions and explored important topics:
- He asks if using a HELOC to pay off high interest student loans is a good move?
- She asks what the mechanics are of setting up Qualified Charitable Distributions (QCDs)?
- She wants to help a young woman who lost her car and needs to get to work. Go Fund Me?
- She believes she needs to complete an extensive questionnaire to meet wit...
Gene and Alyssa answered questions and explored important topics:
- She wants to know if her self-employment income qualifies for a Roth IRA?
- She asks how to figure the taxable gain on a property that is her home and business?
- He needs help calculating the tax on the sale of his home after his divorce?
- His CD rates are dropping from over 5% to under 4%. What alternatives does he have?
- He obs...
Gene and Alyssa answered questions and explored important topics:
- He asks how he can leave a legacy for his grandchildren when he has very little money?
- She is reluctant to confront her current advisor with the news she is leaving. What to do?
- She asks how to go about Roth conversions from her (2) 402(b) plans?
- They want to know if they can afford to construct an addition to their home?
- He...
Gene and Alyssa answered questions and explored important topics:
- He asks us to explain how his social security benefits will be taxed?
- She is 96 years old, sharp as a tack, and has questions about CDs?
- She asks how if it’s possible to negotiate a reduction in a student loan debt?
- She has been waiting for her tax refund for over a year. What can she do?
- He named his daughter beneficiary on...
Gene and Alyssa answered questions and explored important topics:
- He asks if he should use a 100% mortgage to finance his first home buy?
- He is 58, divorced, and finding women to be gold diggers. What should he do?
- She asks how much she and her husband can contribute to a Roth IRA in 2025?
- He asks if his 401(k) ‘catch-up’ contributions must go into the Roth side?
- They want to use the new ‘...
Gene and Alyssa answered questions and explored important topics:
- They sold their home and are renting in retirement. Is this a wise financial choice?
- She reports that 4 students at Moravian University receive Folds of Honor scholarships.
- She asks what is the best idea to use the $10,000 her mom gifted her?
- He asks multiple questions about the proper way to use beneficiary designations on his...
Gene and Alyssa answered questions and explored important topics:
- He is 80 and wants to know how to use buffered ETFs in his investment portfolio?
- She asks if her friend is being misled by her annuity salesman?
- She asks if there is a way to protect the retirement funds they currently have in the TSP?
- He asks if his partner will need to take an RMD from her 401(k) next year when she retires? ...
Gene and Alyssa answered questions and explored important topics:
- He is 80 and wants to know how best to protect his 401(k)?
- She wants to know if paying for family vacations is treated as gifts by the IRS?
- She sold her home and wants to know if that will increase his Medicare premiums?
- He is using the National Guard to graduate debt free from college and have buckets of cash!
- She wants to k...
Gene and Alyssa answered questions and explored important topics:
- He is 64, lost his job and wants to know about combining his 401(k) and IRA?
- She wants to know the best way to make gifts to high-earning sons?
- She wants to know how to help with our ‘shoeboxes for babies’ event on December 11th?
- He wants to know if annuities are ‘good’ or ‘bad’? (Spoiler alert – neither!)
- She wants to know ...
Gene was flying solo with Alyssa traveling on assignment answered questions and explored important topics:
- He wants to know if the AI ‘bubble’ is going to burst?
- She wants to know if there are really ways to cut taxes on RMDs?
- She wants to know if the new senior deductions ($6,000) are good for Roth conversions?
- He wants to know if he can ditch his corporate job and retire?
- She wants to kno...
Gene was flying solo with Alyssa traveling on assignment answered questions and explored important topics:
- At age 68 what income taxes can a retiree expect?
- When changing jobs should one roll over the old 401(k) into the new 401(k)?
- What are the mechanics for moving accounts from one firm to another?
- Tips for year end income tax cutting – 401(k)s, Roth Conversions, QCDs, and gifting.
...
Gene and Alyssa answered questions and explored important topics:
- His email wanted ‘education’ from Gene. Did he get more education than he expected?
- His goal is $1 million in 10 years. Can he do it?
- He has half of his investments in 1 stock. How does he transition that for retirement?
- Tips for avoiding scams!
Free Second Opinion Meetings
- Meet with a M...
Gene and Alyssa answered questions and explored important topics:
- His wife is 12 years older than him – will that affect his RMDs?
- She wants to know if she can fund a Roth IRA for her great grandson?
- She wants to put her financial future in jeopardy to help her two daughters . . .
- His dad is giving him good advice on his 401(k). Will she take it?
Free Second Opinion Meetings
Gene and Alyssa answered questions and explored important topics:
- She ask if the annuity her advisor recommended is right for her and her husband? (Hint – No!)
- He wants to know if he can put the profits from the sale of real estate into his Roth IRA?
- She wants to know if she will need to take an RMD from her inherited IRA this year? (Hint – Yes!)
- He asks if he should simply invest in an S&...
Alyssa interviews the director of the Nazareth Area Food Bank in advance of this week’s food drive, and her daughter, Juliana, talks about what she’s learning in her high school personal finance class—which becomes a Pennsylvania requirement next year. She also answers questions and delves into a variety of topics:
- It’s Medicare open enrollment until Dec. 7.
- If your investment accounts don’t have “p...
Gene and Alyssa answered questions and explored important topics:
- He wants to know the best way to help support his church and the pastor?
- She wants to know if naming beneficiaries will reduce inheritance taxes?
- She and her husband have 60% of their investments in stocks. What if the market tumbles?
- She wants to know if life insurance proceeds are income taxable?
Free Second Opinion ...
Gene and Alyssa answered questions and explored important topics:
- He wants to know if he should take funds from his 401(k) to payoff mom’s mortgage?
- She wants to know if she should fund a private reverse mortgage for her neighbor?
- She found a secret account in her mom’s estate. When should she tell her siblings?
- She wants to know what to expect at a ‘2nd opinion’ meeting when they’ve never ha...
Gene and Alyssa answered questions and explored important topics:
- He wants to know if he can gift his daughter a $5,000 car without an IRS hassle?
- He wants to know how he and his bride should split expenses with a second marriage?
- Their son wants to pay off their mortgage. Then what?
- He loves his work, but hates his job . . . Can he retire?
Free Second Opinion Meetings
Gene and Alyssa answered questions and explored important topics:
- He wants to know if he should combine his two retirement accounts into one?
- He wants to learn the pros and cons of setting up a family charitable foundation?
- He needed to understand the difference between a roth contribution and a roth conversion?
- His HELOC statement makes no sense . . . and it made no sense to us either!
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