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:
- 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!
Gene and Alyssa answered questions and explored important topics:
- She wants to know how to value collectibles for IRS purposes?
- He wants to know how to best use his IRA for long term care
- We explore Qualified Charitable Distributions (QCDs)
- We explore annuities as ‘Private Pensions’ pros and cons
Free Second Opinion Meetings
- Meet with a More than Money ad...
Gene and Alyssa answer questions including:
- Should he take the annuity being offered by his 401(k) provider? (Spoiler alert – No!)
- He asks what keeps Gene so healthy? (the answer might surprise you)
- She wants to know what is the best way to fund their home improvement projects?
- She asks how she should tell her husband she does not want to sell her business?
- And we are still feeling very, v...
While Gene was with his family for a wedding celebration in Georgia, Alyssa invited reverse mortgage specialist Tiffany Shutta, of Mutual of Omaha, to join her on air. Tiffany uses a real-life, recent example to demonstrate how a reverse mortgage works and explains when it’s an appropriate solution—and when it’s not.
Alyssa also answers your questions on various topics:
- Should I ask my adult d...
Gene and Alyssa answer questions including:
- She asks how to get the best price when buying a car?
- He asks what the probate process is and how to navigate that process?
- She wants to know if an investment in cryptocurrency is appropriate for folks 80 years old?
- He asks how much of his retirement money should be in bonds since he is 64 years old?
- And we are still feeling very, very blessed
Gene and Alyssa answer questions including:
- He asks if he should transfer his home into a trust?
- He asks about CD rates and where interest rates might be going?
- She wants to know if banks require forms to show Powers of Attorney?
- He asks if he can name multiple beneficiaries on his IRA?
- And we are still feeling very, very blessed
Free Second Opinion Meetings
Gene and Alyssa answered questions, greeted friends and clients, and accepted contributions!
- And we are still feeling very, very blessed
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 wit...
Gene and Alyssa answer questions including:
- He asks for us to explain the basics of a reverse mortgage?
- He is a retiring school teacher and wants to know how to accept his pension?
- She wants to know if a specific annuity would be a good investment for her?
- He shares that State Farm is not accepting Umbrella liability policies at this time. Why?
- And we are still feeling very, very blessed <...
Gene flies solo and answers questions including:
- He is moving to Florida. Should he sell his house or rent?
- She wants to gift money to her two sons. One son asks to clarify the rules and the taxes?
- He asks if putting assets into a trust avoids estate taxes?
- She wants to know if she should take $100,000 from her IRA to help her son buy a house?
- And we are still feeling very, very blessed <...
Gene flies solo and answers questions including:
- He asks how the BBB will affect his social security since he is still working at age 70?
- She asks when to sell poorly performing stock – before or after dividend payments?
- She asks if her brother is doing the right thing by giving their mom stock to sell?
- She wants to know if she should keep the IRA her dad left her or give it ‘back’ to her moth...
Gene and Alyssa answer questions including:
- He asks if what’s going on in Washington D.C. affects how we invest money for clients?
- She wants to know if at age 75 she can get help investing a modest amount of money? (Yes!)
- He wants to know how Medicaid ‘claws back’ gifts that were made before needing care?
- He wants to know how the new BBB ‘senior deduction’ will work for him and his bride?
- ...
Gene and Alyssa answer questions including:
- He asks what is probate and what should he do to help his family when he passes?
- Her advisor says move from stocks to bonds. We absolutely disagree.
- She wants to know if she can join her husband in early retirement?
- Should his parents give him details of their retirement plans? (None of his business!)
- And we are still feeling very, very blessed ...
Gene and Alyssa answer questions including:
- He wants to know if QCDs are also exempt from NJ income tax (spoiler alert – no!)
- She wants to know if it would benefit her children for her to put her Co-op into a trust?
- He is 81 and widowed. Does he get a S/S survivor benefit?
- Her ‘advisor’ just called her for the first time in two years. What should she do?
- And we are still feeling very, ve...
Alyssa welcomes special guests:
- Mark Bacak – Social Security and Medicare expert extraordinaire
- Mike Pompei – Life Insurance and Long Term Care planning partner
- Keith Strohl – Estate Planning and Elder Law attorney
- Real financial advisors do way more than invest money
- And we are still feeling very, very blessed
Free Second Opinion Meetings
- Meet with a ...
Gene and Alyssa answer questions:
- He asks if the rumors of a $750.00 check to seniors are true?
- He asks how a non-profit must handle an inherited IRA?
- He is 73, retiring, and has to choose (1) of (3) options on his 401(b). Is it really that hard?
- Is investment diversification still just stocks, bonds, and cash?
- And we are still feeling very, very blessed
Free Second Opinion Meetin...
Gene and Alyssa answer questions:
- He asks if his social security claiming strategy makes sense?
- She asks if they will get a refund after his employer took out ‘way too much tax’?
- She is very upset that her sister (mom’s executrix) is following the will instead of what she wants!?!
- They ask if setting up 529 plans for their grandchildren is the best way to help?
- And we are still feeling very...
Gene and Alyssa answer questions:
- He asks if he can move funds from an irrevocable trust into a standard account?
- She is widowed and moving her husband’s IRAs to her IRAs. Is she doing it right?
- He is 81 with no debt and $240,000 in mutual funds. Is there something better he should be doing?
- They are soon to retire. Do we have tips for them to enjoy a satisfying retirement?
- And we are st...
Gene and Alyssa answer questions:
- He and his wife have some physical concerns. Can they write off a hot tub on their income taxes?
- She turns 73 in a month and wants to understand her RMD requirements and options?
- He got an invite to a financial workshop dinner. Is the company playing it straight?
- They rolled over her 401(k) into a Roth IRA – or did they?
- And we are still feeling very, ver...
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