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

February 20, 2021 103 min

Our great friend Mike Pompei, of Ash Brokerage, is the special guest this week. Listen to our conversation about Long Term Care.

Gene answers tons of listener questions:

  • How can companies that don’t make anything be worth billions?
  • Are Pa Municipal Bonds a good idea for a 78 year old investor?
  • When does the lender take your house when you have a reverse mortgage?
  • Does a mortgage balance reduce capital gains when you se...
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    Mark Bacak is back to continue his discussion with Gene about all the ways you can retire confidently.

    Gene answers tons of listener questions:

  • Is investing in Bitcoin a smart move?
  • Is it true you can’t have an HAS (Health Savings Account) if you are on Medicare?
  • Will beneficiaries have to pay income tax on the cash value inside a life insurance policy?
  • Both of wife’s parents passed in 2020 – how does she handle the PA...
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    Kegan Morris joins us this week. Annuity expert from Ash Brokerage, Kegan is a great friend of MtM.

    Gene answers tons of listener questions:

    ·  Inherited IRAs and RMDs?

    ·  Irrevocable vs. revocable trusts?

    ·  Returning unwanted RMDs back to IRAs without paying income taxes?

    ·  Is Glenn Beck’s ‘doom and gloom’ helping?

    ·  Buckets more questions

    Two New Free Services

    ·  Have your current life insuran...

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    Keith Strohl joins Gene for this episode of the “Radio Retirement Series.”
    Keith specializes in Estate Planning at Steckel and Stopp Law Offices in Slatington, PA. Tune-in to hear their discussion!

    Gene answers tons of listener questions: 

    ·  What happened with GameStop and the short-selling hedge funds?

    ·  What are hedge funds?

    ·  Are tax-free municipal bonds better than money in the bank?

    ·  Should his wif...

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    Tiffany Shutta from Reverse Mortgage Funding, joins Gene for this weeks episode. Tiffany shares her expertise from serving RMF’s clients as well as MtM’s.

    Gene answers tons of listener questions:

  • What is a reverse mortgage and who should use one?
  • Can listener use a reverse mortgage to buy a retirement home hear his kids?
  • Are HELOCs and Home Equity Loans the same or different?
  • Small business owner is frustrated with 109...
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    This week, Mark Bacak joins Gene as his special guest for the start of the Radio Retirement Series. Mark is not only MtM’s personal Social Security expert but also a Medicare guru. Learn lots about using these tools for a confident retirement.

    Gene answers tons of listener questions:

  • When should you begin to take your social security?
  • How do you apply to receive your benefits?
  • Are spouses entitled to extra benefits?
  • Do...
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    Gene answers tons of listener questions:

  • Are stimulus checks either reportable to the IRS or income taxable?
  • His grandson isn’t going to college.  What are the penalties if he used his 529 plan money for something else?
  • She’s getting an insurance settlement.  Is it taxable?  What should she do with it?
  • He wants to know if the ‘January Effect’ is a good investment guide?
  • Buckets more questions
  • Two New Free Services

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

  • Is the profit from Bitcoin transactions reportable to the IRS?
  • Can listener direct his estate into Roth IRAs for his heirs?
  • Will his wife get half of his social security check when she retires?
  • Should listener trade his bond positions for bitcoin, gold, and mining stocks?
  • Buckets more questions
  • Two New Free Services

  • Have your current life insurance policies analyzed to see if they fit y...
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    Gene answers tons of listener questions:

  • Is it legal and permissible to buy investment real estate inside a Roth IRA?
  • Can a Transfer on Death designation to be added to the deed to a home?
  • Should she set up her regular payments on auto-pay or continue to write checks?
  • He wants to use his RMD to fund 529 plans for his granddaughters – without paying income tax?
  • Buckets more questions
  • For our More than Money Audience

    Free Second...

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    Gene answers tons of listener questions:

  • Are Bitcoin and Blockchain the same?  Should we invest in them?
  • Her husband is retiring and has to choose a lump sum or monthly pension.  Which is best?
  • How should listener calculate taxes on the sale of land her late husband bought?
  • She wants to give money to her two children without ‘hurting’ them.  How does she do that?
  • Buckets more questions
  • For our More than Money Audience

    Free Sec...

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    Gene answers tons of listener questions:

  • What are the advantages of investing in convertible bonds?
  • Is now the time in invest in gold?
  • How should listener pay the income taxes on her Roth conversion?
  • Can she claim social security widow’s benefits and later switch to her own benefits?
  • Buckets more questions
  • For our More than Money Audience

    Free Second Opinion Meeting

              Do you have questions about your financial situa...

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    Gene answers tons of listener questions:

  • We answered tons of questions
  • We raised funds for the Children’s Home of Easton
  • We greeted dozens of wonderful humans
  • We greeted many adorable dogs
  • We gave away lots of gifts.
  • We hope you had a great time joining us either in person or listening in.
  • Bigger and better next year!
  • For our More than Money Audience

    Free Second Opinion Meeting

              Do you have questions about your finan...

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    Gene answers tons of listener questions:

  • Will her granddaughter lose her disability benefits when she inherits her estate?
  • Does grandfather receive any income tax benefits from paying off his granddaughter’s mortgage?
  • How should he invest the $50,000 he has – earning nothing – in the bank?
  • Is it really possible to spend and investment and still leave that same investment to one’s family?
  • Buckets more questions
  • For our More than M...

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    Gene answers tons of listener questions:

  • How does he calculate the tax on the profit on the sale of a vacation home?
  • How does she calculate the tax on the profit on the sale of stocks she inherited from her mom?
  • Should his 93 year old mom convert a chunk of her IRA to a Roth IRA?
  • How does 71 year old homeowner protect his wife and children when he passes?
  • Buckets more questions
  • For our More than Money Audience

    Free Second Opin...

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    Gene answers tons of listener questions:

  • Qualified Charitable Distributions (QCDs) from IRAs can do great things and save on income taxes
  • Can listener exchange his rental real estate for other rental property and push off the capital gains?
  • He was told he can’t have more than one IRA – can that possibly be true?
  • Is it bad that Dad left his IRA to his estate instead of to his three daughters?
  • Buckets more questions
  • For our More th...

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    Gene answers tons of listener questions:

  • Wife asks how her husband enrolls in Medicare?
  • She asks what is the best estate move – life insurance or Roth IRA?
  • He asks what the income tax impacts would be if he and wife pay off their son’s mortgage?
  • What are the rules that would allow him to claim his unemployed, adult son as a dependent on his tax return?
  • Buckets more questions
  • For our More than Money Audience

    Free Second Opinion...

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    Gene answers tons of listener questions:

  • Listener asks if she can gift her $130,000 house without her kid paying taxes?
  • She asks for an education on investments than can help lower taxes?
  • Voters asks Gene to compare and contrast the Trump/Biden tax plans?
  • Emailer asks is there is a trust that can protect an estate from nursing home costs?
  • Buckets more questions
  • For our More than Money Audience

    Free Second Opinion Meeting

      ...

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    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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