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More Than Money with Gene Dickison

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.... Show More

Episodes

January 18, 2020 – Ocasio-Cortez Condemns Stock Market Success Does she really have a degree from Boston University in Economics?!? Should we salt our driveway before or after it snows? Bucket O’ Listener Questions
January 18, 2020 • 102 min

Gene answers tons of listener questions: 

  • Roth IRAs and RMDs?
  • How should he adjust his tax withholding so he doesn’t get such a big refund?
  • Which is safer for bill paying – auto-debit from checking or credit card?
  • He has half their retirement savings in his company stock.  Help!
  • Tons of great listener questions!  

    • For our More than Money Audience Read more

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    January 11, 2020 – Safeguard Your Financial Future Through Elections and Recessions! Five Experts Share Tactics, Techniques, and Tools and A Web Site of Resources for You to Use!
    January 11, 2020 • 96 min

    Gene hosts experts in the many options for you to create safeguards in your financial picture:

  • Safeguard Your Financial Future Through Elections and Recessions
  • Dr. Wade Pfau of the American College joins us
  • Tom Hegna, author of Don’t Worry Retire Happy, joins us
  • Jason Brown talks about using annuities as private pensions
  • Gene provides his perspective on actions to take ... Read more

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    • January 4, 2020 – “Radio History – January 11th Interactive Radio Safeguard Your Financial Future Through Elections and Recessions! Register today at www.MoreThanMoneyOnline.com/radioevent Bucket O’ Listener Questions”
    January 4, 2020 • 102 min

    Gene hosts a radio first.  Live radio workshop where you can follow along online:

  • Radio History – Live Interactive Radio Workshop with Online Tools and Resources
  • Safeguard Your Financial Future Through Elections and Recessions
  • Dr. Wade Pfau of the American College joins us
  • Tom Hegna, author of Don’t Worry Retire Happy, joins us
  • Gene provides his perspective on actions t... Read more

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    • December 28, 2019 – “Radio History – January 11th Interactive Radio Event ‘Safeguard Your Financial Future Through Elections and Recessions!’ Register Online Today. Bucket O’ Listener Questions”
    December 28, 2019 • 97 min

    Gene hosts a radio first.  Live radio workshop where you can follow along online:

    Radio History – Live Interactive Radio Workshop with Online Tools and Resources: “Safeguard Your Financial Future Through Elections and Recessions”

  • Dr. Wade Pfau of the American College joins us.
  • Tom Hegna,... Read more

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    • December 21, 2019 – “Merry Christmas! January 7th @ 7:30 PM – More than Money TV on PBS 39! Bucket O’ Listener Questions”
    December 21, 2019 • 104 min

    Gene answers tons of listener questions:

  • Roth IRAs – contributing, converting, and recharacterization?
  • When should he apply for social security if he plans to retire February 21, 2020?
  • He has $680,000 in annuity at work, but doesn’t want to annuitize.  What should he do?
  • He has run his business for 30 years on the side and just for fun.  Now someone wants to buy it!
  • Ton... Read more

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    • December 14, 2019 – “Wish Diane a Happy Birthday! January 7th @ 7:30 PM – More than Money TV on PBS 39! Bucket O’ Listener Questions”
    December 14, 2019 • 97 min

    Gene answers tons of listener questions:

  • What is the tax bill on a home inherited from mom, then sold, with a mortgage held?
  • What should she do with proceeds from the sale of her home?
  • Should she take her widow’s social security benefits when she turns 60?
  • He lost his wife this year.  How does he properly report that on his income tax return?
  • Tons of great listener ques... Read more

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    • December 7, 2019 – “Our More than Money Holiday Open House! We had a ball! Tons of food! Great music – Scott Besser! Decorations galore! The whole More than Money team giving out hugs! Holiday Cheer was everywhere. Merry Christmas! Santa’s Sack O’ Listener Questions”
    December 7, 2019 • 92 min

    For Our More than Money Audience

    Free Second Opinion Meetings

  • Social Security Review
  • Medicare Review
  • Investments Review
  • Retirement Review
  • Life Insurance Review
  • Long Term Care Insurance Review
  • Estate Planning Review
  • Income Tax Review
  • Complete Financial Picture Review 

    • Do you want a free second opinion ... Read more

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    November 30, 2019 – “Join Us on Saturday December 7th for Our More than Money Holiday Open House! Brand New Web Site (www.MoreThanMoneyOnline.com) – Check it out and let us know. ‘Snow Flake’ Whines about Bad Financial Advice Bucket O’ Listener Questions”
    November 30, 2019 • 98 min

    Gene answers tons of listener questions:

  • She inherited an IRA from her mom. What is the best use of the income she’ll be getting?
  • He thinks he should buy his mom and dad’s home and rent it back to them. Good idea?
  • Listener in poor health looking to fund necessary surgery?
  • He wants to buy Long Term Care Insurance for his parents. They are fighting him. What can he do?
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    November 23, 2019 – Have a Wonderful, Gratitude Filled Thanksgiving How Can a Guaranteed Annuity with Guaranteed Income Lose Money !?!?! Nobel Prize Winning Economist Likes MtM Financial Advisory Model! Bucket O’ Listener Questions – Part 2
    November 24, 2019 • 47 min

    Gene answers tons of listener questions:

  • Should listener use RMD to fund QCD and cut bill to the IRS?
  • How should listeners handle inherited IRAs from their mothers?
  • Must listener take RMD out of inherited IRA before rolling into new account?
  • Is Dad’s estate really completely free of probate?
  • Tons of great listener questions!

    • For our More than Money Audience

    Free Sec... Read more

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    November 23, 2019 – Have a Wonderful, Gratitude Filled Thanksgiving How Can a Guaranteed Annuity with Guaranteed Income Lose Money !?!?! Nobel Prize Winning Economist Likes MtM Financial Advisory Model! Bucket O’ Listener Questions – Part 1
    November 24, 2019 • 49 min

    Gene answers tons of listener questions:

  • Should listener use RMD to fund QCD and cut bill to the IRS?
  • How should listeners handle inherited IRAs from their mothers?
  • Must listener take RMD out of inherited IRA before rolling into new account?
  • Is Dad’s estate really completely free of probate?
  • Tons of great listener questions!

    • For our More than Money Audience

    Free Sec... Read more

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    November 16, 2019 – Laughing at My Nightmare – Tech the Halls Ball Tonight! More than Money Foundation for American Values Buy the ‘Right’ Stocks and Collect Fantastic Dividends? Bucket O’ Listener Questions – Part 2
    November 17, 2019 • 48 min

    Gene answers tons of listener questions:

  • Does he have a great plan with buying dividend paying stocks and holding them for 30 years?
  • Should he use his IRA for the down payment on his house?
  • How best to use 529 plan to help granddaughter who is a junior in college with her housing?
  • How should listener handle $106,000 in medical expenses?
  • Tons of great listener questions!
    • ... Read more

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    November 16, 2019 – Laughing at My Nightmare – Tech the Halls Ball Tonight! More than Money Foundation for American Values Buy the ‘Right’ Stocks and Collect Fantastic Dividends? Bucket O’ Listener Questions – Part 1
    November 17, 2019 • 49 min

    Gene answers tons of listener questions:

  • Does he have a great plan with buying dividend paying stocks and holding them for 30 years?
  • Should he use his IRA for the down payment on his house?
  • How best to use 529 plan to help granddaughter who is a junior in college with her housing?
  • How should listener handle $106,000 in medical expenses?
  • Tons of great listener questions!

    • For o... Read more

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    November 9, 2019 – Please Honor our Veterans on Veterans’ Day Security Benefit Life Annuities – Target of Class Action Suit Bucket O’ Listener Questions – Part 2
    November 9, 2019 • 48 min

    Gene answers tons of listener questions:

  • Does his wife get an increase in her social security when he begins his?
  • How does one decline appointment as executor for mom’s estate?
  • Is Vanguard ‘forcing’ their clients into brokerage accounts?
  • Should listener take social security at age 63 even if he’s still working?
  • Is More than Money truly independent?
  • Tons of great... Read more

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    • November 9, 2019 – Please Honor our Veterans on Veterans’ Day Security Benefit Life Annuities – Target of Class Action Suit Bucket O’ Listener Questions – Part 1
    November 9, 2019 • 49 min

    Gene answers tons of listener questions:

  • Does his wife get an increase in her social security when he begins his?
  • How does one decline appointment as executor for mom’s estate?
  • Is Vanguard ‘forcing’ their clients into brokerage accounts?
  • Should listener take social security at age 63 even if he’s still working?
  • Is More than Money truly independent?
  • Tons of great... Read more

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    • November 2, 2019 – Elizabeth Warren wants $52 Trillion to Take Away Your Health Care Freedom of Choice Solid Jobs Reports Continue Bucket O’ Listener Questions – Part 2
    November 2, 2019 • 49 min

    Gene answers tons of listener questions: 

  • Isn’t a financial advisor supposed to know when the stock market is going to drop?
  • Should listener wait and take two RMDs next year?
  • Listener wants to know if a Living (Revocable) Trust will cut PA inheritance taxes?
  • Should listener use a real estate agent to help sell their large property or just a real estate attorney?
  • Should ... Read more

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    • November 2, 2019 – Elizabeth Warren wants $52 Trillion to Take Away Your Health Care Freedom of Choice Solid Jobs Reports Continue Bucket O’ Listener Questions – Part 1
    November 2, 2019 • 50 min

    Gene answers tons of listener questions: 

  • Isn’t a financial advisor supposed to know when the stock market is going to drop?
  • Should listener wait and take two RMDs next year?
  • Listener wants to know if a Living (Revocable) Trust will cut PA inheritance taxes?
  • Should listener use a real estate agent to help sell their large property or just a real estate attorney?
  • Should ... Read more

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    • October 26, 2019 – Radio Show – Part 2
    October 29, 2019 • 50 min

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    October 26, 2019 – Radio Show – Part 1
    October 26, 2019 • 50 min

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    October 19, 2019 – Charles Schwab Cuts Stock and ETF Sales Commissions to Zero! What is Your Income Tax Bracket? How Easy Can it be to Pick Your 401(k) Investments? Bucket O’ Listener Questions – Part 2
    October 19, 2019 • 49 min

    Gene answers tons of listener questions:

  • Multiple questions on the PA Inheritance Tax!
  • Should listener take pension plan’s offer of a lump sum payout?
  • Listener turned 70 in August.  What does she need to know about RMDs?
  • Can listener roll his 401(k) directly to a Roth IRA?
  • Does having an LLC mean listener won’t have to pay back her loan?
  • Tons of great listener q... Read more

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    • October 19, 2019 – Charles Schwab Cuts Stock and ETF Sales Commissions to Zero! What is Your Income Tax Bracket? How Easy Can it be to Pick Your 401(k) Investments? Bucket O’ Listener Questions – Part 1
    October 19, 2019 • 50 min

    Gene answers tons of listener questions:

  • Multiple questions on the PA Inheritance Tax!
  • Should listener take pension plan’s offer of a lump sum payout?
  • Listener turned 70 in August.  What does she need to know about RMDs?
  • Can listener roll his 401(k) directly to a Roth IRA?
  • Does having an LLC mean listener won’t have to pay back her loan?
  • Tons of great listener q... Read more

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    • Chat About More Than Money with Gene Dickison

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