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 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
- 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 More than Money...
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...
Gene and Alyssa answer questions:
- He will stop watching my show since we disagree on tariffs and President Trump! Too bad for him.
- She wants to know if her advisor messed up or did her accountant mess up?
- He is the executor of his mom’s estate. His brother died before receiving his share. Now what?
- She and her ex-husband are remarrying. Should she go back on the deed to their home?
- And ...
Gene and Alyssa answer questions:
- He wanted to get out of the market and his advisor did not return his calls!
- She wants investments that reflect her values. Is that going to work?
- He put his home into an irrevocable trust. What happens when the kids want to sell?
- She wants a financial advisor, but doesn't want to invest with the advisor. Now what?
- And we are still feeling very, very ble...
Gene and Alyssa answer questions:
- Her advisor does not the rules for her RMD. This is very bad!
- She finds her work life intolerable. Is she the reason?
- He asks how to protect his two children with alcohol additions within his estate?
- She asks if her husband should invest his inheritance the way she thinks is right?
- And we are still feeling very, very blessed
Free Second Opinion M...
Gene and Alyssa answer questions:
- He asks how best to time the stock market? (Spoiler alert – you can’t)
- He asks how social security benefits change from age 67 to age 70?
- He asks us to convince his wife to move to a smaller home? (Spoiler alert – we can’t)
- He asks where to invest $100,000? (Spoiler alert – it depends)
- And we are still feeling very, very blessed
Free Second Opini...
Gene and Alyssa answer questions:
- She asks if she should leave her IRA to one beneficiary and have him split out the shares?
- He asks if he needs to set up a special account when naming his grandchildren as beneficiaries?
- She asks if we are fiduciaries (yes)? She asks if we advise same-sex couples (yes)?
- She asks how inheritance taxes are calculated when heirs are in multiple states?
- And w...
Gene and Alyssa answer questions:
- She asks what happened to the cost basis in her home when her husband died?
- He asks if he should convert his $800,000 IRA to a Roth IRA at age 58??
- His daughter is a full-time student. Her internship paid her $4,000. Can she do an IRA?
- He asks why and how to report gifts more than $18,000 in a year?
- And we are still feeling very, very blessed
Fr...
Gene and Alyssa answer questions:
- He asks if Long Term Care insurance benefits are tax deductible?
- He asks what is his daughter’s cost basis on the home he gave her that his mom gave him?
- He asks is the Presidential approval rating affects the stock market?
- He asks about the mechanics of converting his IRA to a Roth IRA?
- And we are still feeling very, very blessed
Free Second Opin...
Gene and Alyssa answer questions:
- She asks if a conservative investment portfolio could average 7% per year?
- He asks what affect tariffs might have on the stock market?
- They ask if they should add their daughter to their bank accounts or use ToD?
- She asks if a fixed index annuity would be right for her and her husband?
- And we are still feeling very, very blessed
Free Second Opinio...
Gene and Alyssa answer questions:
- He asks how and when a financial advisor informs their advisor of fee payments?
- She asks what waiver amount her widowed mom will receive when she sells her home?
- He asks if the recent drop in Tesla stock is a buying opportunity?
- She asks if a reverse mortgage can help her get her home repaired?
- And we are still feeling very, very blessed
Free Seco...
Gene and Alyssa answer questions:
- He is recently retired and (understandably) concerned about the stock market?
- His daughter battles addition. How can his estate plan protect her from herself?
- She asked how an MtM ‘second opinion meeting’ works?
- She asks if she should combine her other investments with her 401(k)?
- And we are still feeling very, very blessed
Free Second Opinion Me...
Gene and Alyssa answer questions:
- She and her brother own a rental property together. What happens when one passes?
- She asks if she can work with a financial advisory and still keep her ‘fun’ stock account?
- He asks how a financial advisor should respond when seeing a client’s loss of capacity?
- She asks how capital gains are taxed?
- And we are still feeling very, very blessed
Free ...
Gene and Alyssa answer questions:
- He asks if he can contribute stock into an IRA?
- They gave a gift to their grandson. Their son ended up paying the tax. Is that right?
- She wants to name friends as beneficiaries. What information does she need?
- Two partners have made excellent real estate profits. How do they avoid the taxes?
- And we are still feeling very, very blessed
Free Sec...
Gene and Alyssa answer questions:
- TurboTax gave him the wrong tax calculation until they fixed the program!
- He asks if he can use QCDs and also deduct those contributions? (Sorry – no double dipping)
- She is 82 and asks if it would be a good idea to spend down her IRA to help her son?
- Senior center workshop on estate planning raises more questions than it answered?
- And we are still feeling...
Gene and Alyssa answer questions:
- She asks how to handle life insurance policies with grandkids as the beneficiaries?
- She asks how to handle funds for her brother who is institutionalized?
- Can she convert her inherited IRA RMDs into a Roth IRA?
- She asks if there is an easy way to get out of her timeshare?
- And we are still feeling very, very blessed
Free Second Opinion Meetings
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