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

Gene and Alyssa answer tons of listener questions:

  • They responded to the IRS and they haven’t heard a word in weeks.  Should they be worried?
  • What are the costs involved in adding gold to an investment account?
  • Are ESG investment managers giving up profits to support their ‘woke’ ideology?
  • They have $500,000 in many different places.  Can they consolidate and get some help?
  • Lots more . . .

Fre...

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Gene and Alyssa answer tons of listener questions:

  • Helping his daughter with her first house.  Why does the bank want a ‘gift letter’?
  • Do we have to take RMDs from our inherited IRA or not?
  • He’s seeing a big capital gain this year.  Will it affect his IRMAA and Medicare premiums?
  • They are cashing in stocks to buy their beach home.  Can they cut their taxes somehow?
  • Lots more . . .

Free Se...

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Gene and Alyssa answer tons of listener questions:

  • How best to donate using a Charitable Trust or Donor Advised Fund?
  • Can he move money from his IRA to his grandchildren’s 529 plans without paying taxes?
  • He’s 70 and thinking he would like to invest in stocks.  Good idea?
  • He is using his home for an AirBnB and his mortgage company is unhappy.  What can he do?
  • Lots more . . .

Free Second Opinion...

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Gene and Alyssa answer tons of listener questions:

  • He and his family invested in an actual oil well.  What are the prospects?
  • She has an old 401(k) and a new 401(k) should she roll the old one into the new one?
  • What are the penalties for not signing up for Medicare when she turns 65?
  • Mom titled her house in the kids’ names, kept a life estate, and passed away.  Taxes?
  • Lots more . . .

Free Seco...

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Gene and Alyssa answer tons of listener questions:

  • His wife signed up for Medicare and it messed up her HSA.  Can that be fixed?
  • Everyone tells her she should convert her IRA to a Roth.  True or false?  (Spoiler alert – for her, false!)
  • Should the lawyer be responsible to penalties on the estate tax?
  • Father-in-law has been living with them for two years.  Should he be helping with the expenses?
  • ...
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Gene and Alyssa answer tons of listener questions:

  • He wants to know if ‘digital currency’ is a done deal?
  • Should he borrow against his stock portfolio with a margin loan?
  • Her mom is executrix for a New Mexico estate, but has dementia.  What happens now?
  • There isn’t enough money in mom’s estate for all her bequests.  What can he as executor do?
  • Lots more . . .

Free Second Opinion Meetings

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Gene and Alyssa answer tons of listener questions:

  • She got a letter from TIAA-CREF that her information was hacked.  What should she do?
  • Should he name his daughter his power of attorney or is there a better way?
  • She’s been waiting for her inheritance for two years.  Should she consult an attorney?
  • They don’t live close to the MtM World Headquarters.  Can they still be clients?
  • Lots more . . .
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Gene and Alyssa answer tons of listener questions:

  • Are ‘brokered CDs’ a good idea?
  • How do the inherited IRA rules work with a Roth IRA?
  • Is using a ‘hybrid’ life insurance policy to cover long term care expenses a good idea?
  • Can they confidently retire at age 60?
  • Lots more . . .

Free Second Opinion Meetings

  • Do you have questions about your financial situation?
  • Are you on track to reach your fi...
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Gene and Alyssa answer tons of listener questions:

  • Should dad pay the interest on daughter’s student loans from his 529 plan?
  • His high-paying job is killing him.  Can she afford to shift to a less stressful job?
  • How can she best help her child buy-out their divorcing spouse?
  • She is 80 and wants to consolidate her accounts.  Will that help her sons?
  • Lots more . . .

Free Second Opinion Meetings

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Gene and Alyssa answer tons of listener questions:

  • His 401(k) has been ‘kicked around’ to 4 different investment groups.  He wants out!
  • What RMD must they take from her inherited IRA this year?
  • He wants to know why life insurance is being sold to people who don’t need it?
  • She wants to know how to invest in the stock market without high anxiety?
  • Lots more . . .

Free Second Opinion Meetings

  • D...
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Gene and Alyssa answer tons of listener questions:

  • He wants to transition to part-time at age 65, but his wife wants him to keep working full-time.  What to do?
  • They want to know if charitable gift annuities are a good idea?
  • A thief stole her checks from her mail box and drained her account.  And he didn’t need a computer to do it.
  • First ‘advisor’ wanted to sell him an annuity (while making a $40,000 commissio...
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Gene and Alyssa answer tons of listener questions:

  • He has an account in his own name.  Should he name his wife a joint owner or beneficiary?
  • Why does his financial advisor want to know so much about his life?
  • The insurance salesman took her pension and earned huge commissions.  What is her recourse?
  • He got out of the stock market last September and is in money markets.  When should he get back in?
  • ...
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Gene and Alyssa answer tons of listener questions:

  • Gene gets really snarky with people expecting taxpayers to pay off their student loans.  He has a better idea!
  • How does he determine if he should reduce or eliminate his life insurance coverage?
  • What is the best way for her to help her children buy their first house?
  • If he leaves his IRA and Roth IRAs to his wife are they treated as inherited IRAs?
  • Lots mor...
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Gene and Alyssa answer tons of listener questions:

  • They are giving their granddaughter $100,000.  Is a beach house a good investment for her?
  • What level of gifts can her 93 year old mother give her without incurring income taxes?
  • How do she know how to compare her passive investments with her active investments?
  • His retirement spreadsheet has many assumptions built in.  How does he know which ones are wro...
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Gene and Jon Weimer answer tons of listener questions:

  • At his age of 70 does it still make sense to convert his 401(k)s to a Roth IRA?
  • How does he choose from a lump sum or monthly payments from his pension?
  • What are the right steps to take when parents want to help their kids buy their first home?
  • The markets are up significantly this year.  Is the talk of recession behind us?
  • Lots more . . .

Free...

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Gene and Alyssa answer tons of listener questions:

  • She asks how to move her RMD to her church without paying income taxes?
  • Should he cash in his CD for higher interest rates?
  • She has detailed ‘second opinion’ questions about her investments?
  • Gene and Alyssa create a list of ‘red flags’ you should look for when dealing with a financial advisor?
  • Lots more . . .

Free Second Opinion Meetings

  • Do you ...
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Gene and Alyssa answer tons of listener questions:

  • His advisor says only preferred stocks pay dividends  Is that true?
  • Comparing ‘robo-advisors’ to call-center advisors?
  • She asks if she can use her RMD funds to start up a consulting business?
  • She lives in NYC.  How does she find a trusted financial advisor?
  • Lots more . . .

Free Second Opinion Meetings

  • Do you have questions about your f...
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Gene and Alyssa answer tons of listener questions:

  • How does a young couple get financially ready to start their family?
  • Should she cash out her IRA, pay the taxes, so she can invest in a CD?
  • She is recently widowed and needs a financial advisor.  What questions should she ask?
  • They both have 401(k)s at the same company that are not performing well.  What can they do?
  • Lots more . . .

Free Secon...

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Gene and Alyssa answer tons of listener questions:

  • Is it possible his tax preparer got it wrong?
  • When he moves south should he rent his house or sell it?
  • Should she use her inheritance to fix the house or give it to her stepsons?
  • What are the basics of structured notes?
  • Lots more . . .

Free Second Opinion Meetings

  • Do you have questions about your financial situation?
  • Are you on track to reach...
Mark as Played

Gene and Alyssa answer tons of listener questions:

  • Is home title insurance worth the money?
  • Is settling her estate going to be hard because her kids are in seven (7) states?
  • What tax challenges does he face after buying his neighbors home?
  • He and his wife are fighting over the cost of a destination wedding.  Who’s right?
  • Lots more . . .

Free Second Opinion Meetings

  • Do you have questions abo...
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