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:

  • He wonders about the pros and cons of investing in U.S. treasuries?
  • He asks if President Biden’s executive order eliminates the U.S. monetary system?
  • They are now residents of Florida and need a new will.  Florida attorney?
  • They think everyone should have a reverse mortgage.  Are they wrong?
  • Lots more questions.
  • Free Second Opinion Meetings

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

  • They are getting their wills completed.  Who should they select for executor?
  • His friend has $70,000 he wants to protect for his daughter.  Who will manage the trust?
  • He has $51,000 he wants to invest and receive monthly income.  Where does he look?
  • He left his corporate job and is now self-employed.  What should he do with his 401(k)?
  • Lots more questions.
  • Free Second Opinion Mee...

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  • Zane Belcak reports in with excellent views on investing at all ages!
  • She asks which Vanguard funds she should choose?
  • He asks is whole life insurance is the best way to go?
  • She lost her husband.  In her grief she forgot to take her RMD.  What should she do now?
  • Lots more questions.
  • Free Second Opinion Meetings

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

  • He asked how to access our show by podcast?
  • She wants to know if they still need life insurance?
  • They opened IRAs in the 1980’s and just found the certificates.  Where is their money?
  • She wants to invest in cryptocurrency and asks can we help?
  • Lots more questions.
  • Free Second Opinion Meetings

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

  • Her husband invested in an annuity in 1988.  Will their sons have to pay income taxes?
  • I Bonds are very attractive.  How often can I buy them?
  • This is his first year for RMDs.  How does he account for his Roth IRA?
  • She is taking her first RMD this year.  How does she choose which IRA account to take from?
  • Lots more questions.
  • Free Second Opinion Meetings

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

  • His company is closing his pension and he wants to know his options for those funds?
  • He wants to know how to lend his son money to purchase a home – and still be smart?
  • She wants to know how to find a ‘trustworthy’ annuity?
  • They want to put together a solid plan for down-sizing in retirement?
  • Lots more questions.
  • Free Second Opinion Meetings

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

  • She wants to know if we can assist her in South Jersey?
  • He wants to know if U.S. Treasuries are still considered safe investments?
  • She wants to know why getting money from her old 401(k) into her new 401(k) is so hard?
  • Can he give money to his daughter for a house and then live there for the rest of his life?
  • Lots more questions.
  • Free Second Opinion Meetings

  • Do you have questi...
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    Alyssa Young is your host today. She interviews Keith Strohl, an estate planning attorney with Steckel and Stopp who partners with MtM Financial Group, to talk about elder planning, also known as asset protection planning. How much money is off-limits from a nursing home for a healthy spouse who can live independently? What happens if you run out of money while receiving long-term care? What are the ways you can proactively prevent...

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    Gene and Alyssa answer tons of listener questions:

  • Listener asks how he can sell his rental real estate and minimize income taxes?
  • He wants to know how to determine his risk tolerance and what impact that has on his investments?
  • She wants to know if she deduct losses in her inherited IRA?
  • Should they name their living trust beneficiaries of their IRAs and 401(k)s?
  • Lots more questions.
  • Free Second Opinion Meetings

  • Do you have q...
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    Alyssa Young hosts todays show and interviews Social Security & Medicare specialist Mark Bacak about the differences between Advantage & Medigap plans. Mark helps listeners understand what they can expect to pay and which might be the most appropriate choice for their individual needs.

    The consumer price index rose another 8.6% since May 2021, so Alyssa and listeners discuss ways to save a few dollars on food and gasolin...

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    Gene and Alyssa answer tons of listener questions:

  • Listener says thank you for the information he got in our More than Money World Headquarters?
  • He wants to know is the rents he receives affect the value of his apartment building?
  • She wants to know if she can fund a Roth IRA for her grandchild?
  • Listener will soon take RMDs.  How does he know which IRA to take the RMD from?
  • Lots more questions.
  • Free Second Opinion Meetings

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

  • She is 91 and selling her home of 68 years – what should she do?
  • Can a self-employed person have a 401(k)?
  • Should he pay off his mortgage with a reverse mortgage?
  • What is the process for appealing Medicare premium increases?
  • Lots more questions.
  • Free Second Opinion Meetings

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

  • She wants to have income taxes withheld from her social security and RMDs.  How?
  • He wants to know if he should invest in I-Bonds.
  • How can he push off the capital gains tax on an apartment building he’s owned for 40 years?
  • Will taking income from IRAs first increase Social Security checks later?
  • Lots more questions
  • Free Second Opinion Meetings

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

  • The kids are spread across the country.  Who’s going to handle things?
  • What is the best way to pay the income tax on her social security?
  • His Vanguard bond fund is down 10% this year.  What should he do?
  • Can she take Social Security survivor benefits and then switch to her own benefit?
  • Lots more questions.
  • Free Second Opinion Meetings

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

  • How does he calculate RMDs when he takes two in one year?
  • What is the impact of ‘MAGI’ on his Medicare premiums?
  • Are very high dividends a signal of problems inside a company or REIT?
  • What do they do with life insurance they ‘no longer need’?
  • Lots more questions.
  • 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:

  • How does she handle the instructions in her mother’s will?
  • Is it wise to move money out of an IRA to buy I-Bonds?
  • What is the best way to ‘set aside’ funds for granddaughter’s education?
  • What is direct indexing and should we be interested?
  • Lots more questions.
  • Free Second Opinion Meetings

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

  • Is it legal for him to buy gold coins with his IRA?
  • She wants a ‘do over’ with her social security benefits?
  • He wants to know the best way to move his old 401(k)?
  • What are REITs and should he invest?
  • Lots more questions.
  • Free Second Opinion Meetings

  • Do you have questions about your financial situation?
  • Are you on track to reach your financial goals – particularly your retiremen...
  • Share
    Mark as Played

    Gene and Alyssa answer tons of listener questions:

  • Is a will mandatory for everyone?
  • She received an inheritance.  Should she pay off her mortgage?
  • Her friend lost her husband 7 weeks ago.  What will she get from social security?
  • He wants to know if he should shift to bonds with a recession coming?
  • Lots more questions.
  • Free Second Opinion Meetings

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

    Gene and Alyssa answer tons of listener questions:

  • His wife of 60 just passed.  How does he change the deed to his own name?
  • How does she plan for ‘big’ expenses in her retirement?
  • He puts enough into 401(k) to get the company match – now what?
  • He wants to gift his collections now.  How does he do that?
  • Lots more questions.
  • Free Second Opinion Meetings

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

  • Are you subscribed to our ‘More than Money Newsletter’?  Do it today.
  • More than 430,000 new jobs created in March.  What does that mean to you?
  • They are confused by the annuities they were sold.  What are their options?
  • Can she give gifts now, but hold on to them until she dies?
  • Lots more questions.
  • Free Second Opinion Meetings

  • Do you have questions about your financial situat...
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    Mark as Played

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