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

October 24, 2020 99 min

Gene answers tons of listener questions:

  • Listener asks if he should cash out his retirement plan to pay off his mortgage?
  • She received a letter offering a pension and asking for personal info.  Is this legit?
  • Grandmother wants to help granddaughters, but isn’t sure they’re going to college.  What should she do?
  • 95 year old listener likes being in the stock market but is worried about the election.  Should he ‘go to cash’?
  • Buckets mo...
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    Gene answers tons of listener questions:

    ·        Listener asks how much of her 401(k) should be invested in her company’s stock?

    ·        Listener wants help deciding on when to take his social security – 67 or 70?

    ·        Her mother passed away and left her a fair sum of money the ‘doesn’t need’ What should she do?

    ·        She is 26 and has saved $60,000 for the down payment on a house.  Where should it be invested?

    ...

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    Gene answers tons of listener questions:

  • Married couple, both 26, ask how much they should keep in their emergency fund?
  • Husband left an annuity to his wife and she does not need the income.  What should she do with it?
  • What should widow do when her financial advisor acts annoyed?
  • Should 70 year old move out of the stock market in anticipation of the election?
  • Buckets more questions
  • For our More than Money Audience

    Free Second...

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    Gene answers tons of listener questions:

  • How should 27 year old invest IRAs and 401(k)?
  • Husband and wife disagree (that never happens!) on how they should spend savings in retirement.  Who’s right?
  • Is it possible to protect stock market investments against big losses?
  • Why are More than Money Advisors so willing to help young adults when there’s ‘nothing in it for them’?
  • Buckets more questions
  • For our More than Money Audience

    F...

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    Gene answers tons of listener questions and thanks everyone for their help with Folds of Honor.

  • Should 83 year old widow make substantial gifts to her grandchildren?
  • Should listener ditch her financial advisor because her son has his knickers in a twist?
  • What is the ‘super, secret way’ to get tax free money to their estate?
  • 20 year old listener wants to start her own business.  What can I say to her dad?
  • Will a financial advisor be ...
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    Gene answers tons of listener questions and thanks everyone for their help with Folds of Honor.

  • Should 82 year old mom add two sons to her home’s deed?
  • Is 10% average return on stocks realistic over 40 years?
  • Taking social security at age 62 may give you more payments, but does it give you more money?
  • For our More than Money Audience

    Free Second Opinion Meeting

              Do you have questions about your financial situatio...

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    Gene answers tons of listener questions and thanks everyone for their help with Folds of Honor.

    Thank you.

    We’ve had the most amazing result – over $70,000 (14 scholarships) raised for Folds of Honor – and the thanks goes to all of you who supported us on our 9/11 event and throughout the week.  Bobby Gunther Walsh traveled the Valley with his WAEB AM790 radio show to take our cause to everyone.  Beth Simmons, President of th...

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    Gene answers tons of listener questions:

  • Listener asks how an annuity can pay his brother 7%?
  • His financial advisor died and his ‘new advisor’ is missing in action.  What gives?
  • Is it true that her annuity’s guaranteed income has doubled in nine years?
  • Can an ETF really guarantee 7% yields?
  • Many excellent listener questions
  • For our More than Money Audience

    Free Second Opinion Meeting

              Do you have questions about yo...

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    Gene answers tons of listener questions:

  • Listener asks about the differences between ‘good’ annuity companies and ‘bad’ annuity companies?
  • Listener not happy with Fisher Investments?
  • Can listener name her ‘significant other’ as the beneficiary of her 401(k)?
  • Should young listener’s first car be a new car, a used car, a CPO, or a lease?
  • Many excellent listener questions
  • For our More than Money Audience

    Free Second Opinion Meeti...

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    Gene answers tons of listener questions:

  • How does self-employed listener put more money away for retirement than he can in his IRA?
  • Is it possible to spend your retirement savings and still give $500,000 each to two kids?
  • Can a retiree ‘put’ money into a Roth IRA with having earned income?
  • What options does listener have when her LTC company raises her premiums 150%!?
  • Many excellent listener questions
  • For our More than Money Audi...

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    Gene answers tons of listener questions:

  • If listener moves his $500,000 to an Income Annuity does he then not need a financial advisor?
  • Where is the best place for listener to retire to so he can scuba dive and sell his snow blower?
  • What is the best way for this farmer to set up his estate planning?
  • When would his wife be required to take money from his IRA after he dies?
  • Many excellent listener questions
  • For our More than Money ...

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    Gene answers tons of listener questions:

  • Is term life insurance always the right answer for a 38 year old with a family?
  • Will the new tax law cause their daughters to lose most of their IRAs to income taxes?
  • How is it possible to have a line of credit on our home that grows?
  • Why would their financial advisor tell them, ‘Don’t call us!’?
  • Many excellent listener questions
  • For our More than Money Audience

    Free Second Opinion Meet...

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    Gene answers tons of listener questions:

  • How should grandmother best help her ‘best friend and granddaughter’ with her student loans?
  • Can siblings agree to give bulk of dad’s estate to sister who cared for him?
  • Is it possible for siblings to have brother removed as executor of mom’s will?
  • What investment strategy might be best if Biden wills the election?
  • Many excellent listener questions
  • For our More than Money Audience

    Free ...

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    Gene answers tons of listener questions:

  • Can listener still send money from his IRA to his church and not be taxes?
  • Is an SEP or a Solo 401(k) a better retirement plan for a self-employed person?
  • Should listener shift from CDs to dividend paying stocks?
  • Listener wants to know why it’s better to work with an investment advisor than DIY?
  • Many excellent listener questions
  • For our More than Money Audience

    Free Second Opinion Meeti...

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    Gene answers tons of listener questions:

  • How can they have a comfortable retirement and leave their family a healthy legacy?
  • They married at age 61 and blended their families – how do they set up their beneficiaries?
  • 81 year old listener gives excellent advice to everyone.
  • She inherited two IRAs from her husband and wonders is she’s ‘messing’ things up?
  • Many excellent listener questions
  • For our More than Money Audience

    Free Se...

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    Gene answers tons of listener questions:

  • What should they do with the $62,000 left in their wonderful daughter’s 529 plan?
  • Annuity commissions vs. investment advisory fees – pros and cons?
  • Her 84 year old mom’s attorney is giving estate advice daughter disagrees with.  What gives?
  • Did the bank ‘screw up’ when they put her brother’s name on their mom’s account?
  • Many excellent listener questions
  • For our More than Money Audience

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    Gene answers tons of listener questions:

  • Can listeners trade one set of annuities for Long Term Care annuities?
  • Does the listener’s sister really get all the money mom and dad had in the bank?
  • If retired listener doesn’t need $600,000 for income should he keep it in the stock market?
  • Is life insurance taxed on a Pennsylvania inheritance tax return?
  • Many excellent listener questions
  • For our More than Money Audience

    Free Second ...

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    Chat About More Than Money with Gene Dickison

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