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.

Episodes

July 24, 2021 103 min
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  • Gene and Alyssa Young answer tons of listener questions:

  • Is now a good time to invest in a Florida condo?
  • How does one go about ‘selling’ a life insurance policy?
  • What is the process for getting an IRA from one custodian to another?
  • He wants to know if he should invest in an annuity a salesman has offered him?
  • Lots more listener questions
  • Two New Free Services

  • Have your current life insurance policies analyzed to s...
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    Gene and Alyssa Young answer tons of listener questions:

  • Does sending one’s RMD directly to the church increase Medicare premiums?
  • Do ‘one stop shops’ exist in the financial advice world?
  • Would a QLAC (Qualified Longevity Annuity Contract) work for this 79 year old gentleman?
  • How does she determine the cost basis for stocks she received from her mom on a ToD?
  • Lots more listener questions
  • Two New Free Services

  • Have your current...
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    Gene and Alyssa Young answer tons of listener questions:

  • How can he make gifts to his daughters in the best way?
  • He is just getting started on investing – what should his allocation be?
  • Her mother’s estate has not been finalized in 14 years!  What can she do?
  • Her term life policy is ending.  She doesn’t need the coverage.  Should you convert to whole life any way?
  • Lots more listener questions
  • Two New Free Services

  • Have your cu...
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    Gene answers tons of listener questions:

  • She received IRS Form 5498 – after she filed her income tax return – is she in trouble?
  • Her trust has $147,000 in taxable income in 2020 – is the rate really 37%?
  • What options does she have to help her support her 90 year old mom?
  • He has three retirement plans.  Should he combine all three?
  • Lots more listener questions
  • Two New Free Services

  • Have your current life insurance policies anal...
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    Gene and Alyssa answer tons of listener questions:

    ·        Should she empty her 529 plan to fund her son’s Roth IRA?

    ·        How are loans against a life insurance policy handled when the insured passes away?

    ·        What are some ways to invest in the stock market and still have some protection against losses?

    ·        Is Bitcoin going to soon replace the dollar?

    ·        Lots more listener questions

    Two New F...

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    Gene answers tons of listener questions:

  • What are the appropriate legal fees to settle an estate?
  • Should mom give her house to her 3 kids to avoid taxes?
  • Is a Roth Conversion a good way to avoid income tax increases in the future?
  • Where can we get 5% interest on our investments?
  • Lots more listener questions
  • Two New Free Services

  • Have your current life insurance policies analyzed to see if they fit you or could you do better
  • Hav...
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    Gene answers tons of listener questions:

  • And Gene explores many investment alternatives that can help protect your investments during a stock market downturn
  • Two New Free Services

  • Have your current life insurance policies analyzed to see if they fit you or could you do better
  • Have your current annuities analyzed to see if they fit you or could you do better
  • Added to These Free Services

  • Social Security and Medicare Rev...
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    Gene answers tons of listener questions:

  • What should he do to ‘maximize’ his 401(k) returns until he retires in 5 years?
  • She has two adult daughters and one adult granddaughter.  Should she add a trust to estate planning?
  • Can he really get a lump sum payment from social security?
  • How should he best go about investing in precious metals?
  • Lots more listener questions
  • Two New Free Services

  • Have your current life insurance policie...
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    Gene answers tons of listener questions:

  • She wants her 401(k) to ‘not lose anything”, but she’s 70% in stocks.  What to do?
  • He and his partner are not married, but they’ve been together 41 years.  What happens to their estates?
  • He messed up rolling his 401(k) into an IRA.  Can he fix it?
  • Their RMDs will have them taking out (and paying taxes on) way more than they need.  What should they do?
  • Lots more listener questions
  • Two New F...

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    Gene answers tons of listener questions:

  • His CPA insists he pay tax on his Covid related IRA withdrawal.  What should he do?
  • Kids inherited an IRA.  How do they handle the withdrawals?
  • How does a mortgage payoff figure in the calculation of capital gains taxes?
  • What is the proper amount to keep in an emergency fund in retirement?
  • Lots more listener questions
  • Two New Free Services

  • Have your current life insurance policies analy...
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    When McCoy was diagnosed with high risk acute lymphoblastic leukemia at the age of 4, her family had no idea what the future would hold. She is 18 months into treatment with a year still remaining. As end of treatment approaches the fears and uncertainties remain. Laura (McCoy’s mother) will be discussing her experiences during McCoy’s cancer journey as well as what’s next for not only McCoy but other children battling cancer....

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  • Kelly Gallagher
  • Scott Gallagher and his family
  • Scott was 16-years-old when his sister, Kelly, passed away from leukemia.

    In 1985, 16-year-old Kelly Gallagher was diagnosed with Acute Lymphocytic Leukemia. Medical care for childhood leukemia in the Lehigh Valley was limited at the time.?After countless trips to Children’s Hospital in Philadelphia and a bone marrow transplant at the University of Minnesota, Kelly passed ...

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    Gene answers tons of listener questions:

  • Biden proposes massive tax increases and his supporters are surprised?  Gene calls it like he sees it.
  • Great employment numbers and the ‘press’ wants to spin it as a bad thing.  Gene calls it like he sees it.
  • Should they use a 20 year guaranteed annuity payout to fund Roth IRAs?
  • She didn’t file a PA inheritance tax return for her mom.  Is she now in trouble?
  • Lots more listener questions
  • ...

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    Gene answers tons of listener questions:

  • When should you start your social security benefits?
  • How do you know if you’ll run out of money in retirement?
  • Is it possible to have your own pension even if your company doesn’t?
  • What should you do to keep your income taxes low in retirement?
  • Lots more listener questions
  • Two New Free Services

  • Have your current life insurance policies analyzed to see if they fit you or could you do bet...
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    Thomas Bauer joined Gene for the final episode of the “Radio Retirement Series.” Thomas is a certified financial planner as well as a retirement income certified professional.

    We’re honored to have him wrap up this exciting and informative series with his expertise and caring guidance.

    Websites Thomas references in the interview:

    The Alliance for Lifetime Income

    Get Income for a Lifetime | Protected Lifetime ...

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    Lori Shaffer, Director of Sales at Morningstar Living’s Moravian Hall Square in Nazareth, PA joins us. Gene and Lori discuss Continuing Care Retirement Community’s and the many questions that come with finding the right care for loved ones.

    Gene answers tons of listener questions:

  • Local financial advisor sentenced to 17 years in prison!?!
  • How does the IRS know if you’re investing in Bitcoin?
  • What should s...
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    Financial expert, author and speaker, Tom Hegna, joins Gene tomorrow morning for the newest edition to this exciting series. Tune-in for professional guidance from America’s foremost expert on retiring happy.

    Gene answers tons of listener questions:

    ·        They are not yet taking RMDs – can they still do Qualified Charitable Distributions from their IRAs?

    ·        She feels entitled to her inheritance, but . . ...

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    Mark Belcak, our senior Financial Advisor at MtM, joins us on this edition of the Radio Retirement Series. We’ll be discussing investment strategies for people entering retirement and those that are already retired.

    Gene answers tons of listener questions:

  • He received a $100,000 inheritance.  Should it go for retirement or his son’s college?
  • They are both 51 and expecting a large inheritance.  Can they p...
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    Gene answers tons of listener questions:

  • His bank is recommending an annuity to this 79 year old gentleman in poor health.  What gives?
  • He thinks he can average 13% a year return – should he take his social security and invest it?
  • New law says unemployment is tax free for 2020 – should he file an amended return?
  • Their advisor has given them dreadfully low returns – should they change and how?
  • Lots more listener questions
  • Two New ...

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