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 answered questions and explored important topics:
- He asks how best to fund the transition from his current home to his retirement home?
- He asks about the tax treatment for a property he is buying and leasing back to the owners?
- He asks what is the best pay to handle his daughter's two (2) college loans?
- She asks how we (MtM Advisors) know what to i...
Gene and Alyssa answered questions and explored important topics:
- He asks how best to set up a scholarship honoring his late son?
- She asks if the large investment in an annuity her advisor is recommending is right for her?
- He asks how to be confident he can stay retired?
- She asks how to get all the good stuff MtM has to offer without traveling?
Gene and Alyssa answered questions and explored important topics:
- He asks if the bank holding his CD is serious with their 0.10% ‘penalty’?
- She asks if she can rollover a ‘frozen’ profit sharing plan into her IRA?
- He received a check made to the estate of his deceased wife. Must he open an estate account?
- She asks if there is a minimu...
Gene and Alyssa answered questions and explored important topics:
- He asks should they convert a $1 million IRA in one block?
- She asks if she can contribute to an IRA if she has also contributed to a 401(k)?
- He asks how to avoid probate when leaving his home to his son?
- She asks if she can invest in the stock market without taking so much risk?
Gene and Alyssa answered questions and explored important topics:
- He asks how he and his wife can use QCDs to donate to their favorite charities?
- She asks how to loan money to her daughter using a private mortgage?
- He asks how to he leave $2.5 million to his son without his son’s wife getting her hands on it?
- She asks if she can still become a client after a...
Hear from some of our MtM advisors in this special edition of 'More than Money"!
Gene and Alyssa answered questions and explored important topics:
- He asks how he should set up an investment account for his grandson age 12?
- She has two children. One good with money. The other really bad. Estate planning?
- He asks why he didn’t have to pay tax on the profit from his vacation house?
- She asks what is the best way to avoid pa...
Gene and Alyssa answered questions and explored important topics:
- He asks if MtM provides services on an hourly basis?
- She asks if her dad needs a 529 plan to help her with her student loans?
- He asks if he can ‘undo’ taking money out of his IRA?
- She asks what is the best strategy for taking RMDs out of her IRA?
Fr...
Gene and Alyssa answered questions and explored important topics:
- He wants to know if I-Bonds are good for him?
- She asks if she should cash in her investments and head to bank CDs?
- He asks why his 401(k) is ‘forcing’ him into Roth contributions?
- She asks how the Trump-China trip might impact America?
Free Second O...
Gene and Alyssa answered questions and explored important topics:
- He wants to know the difference between Buffered ETFs and Structured Notes?
- She asks what are the differences between PoD and ToD with bank accounts?
- He asks how it is possible that MtM has clients in 30 states?
- She asks how the Trump Accounts work for babies?
...
Gene and Alyssa answered questions and explored important topics:
- He wants to know the best way to pay for his new house?
- She asks what capital gains tax she will pay on the sale of a rental property?
- He is 26 and inherited $100,000 from his grandmother. What should he do?
- She got her masters and a great job. Pay off student loans or start with her 401...
Gene and Alyssa answered questions and explored important topics:
- She asks if converting to a Roth IRA is a good idea for her?
- She asks if the new senior deduction can shelter the interest on I Bonds?
- She asks if hybrid Long Term Care Insurance policies are still available and a good idea?
- She discovered her IRA RMDs have not been done correctly. Now what? <...
Gene and Alyssa answered questions and explored important topics:
- He asks how best to go about purchasing his mother’s home?
- He asks what to do with a trust that was established in 2007, but never funded?
- She asks how to best help her musician son who has no retirement plan?
- She asks how the IRS handles amended returns and how far back can she go?
Gene and Alyssa answered questions and explored important topics:
- He asks what’s the best approach to liquidating EE and I Bonds?
- He asks how to know when it makes sense to refinance a 6.75% mortgage?
- She asks how to handle cash gifts to her daughter so she doesn’t make big mistakes?
- She asks if her husband’s vacation pay can be invested in an IR...
Gene and Alyssa answered questions and explored important topics:
- He asks how to handle his mom’s estate when it’s only $10,000?
- He asks how to report to the IRS that he received an insurance reimbursement check?
- She asks how to handle a lump sum retirement?
- She asks how she can regain her ‘identity’ after retiring?
Gene answered questions and explored important topics:
- She asks how to plan her estate without risking that the funeral home won’t be there?
- He asks how at age 73 he can invest $300,000 without serious risk?
- He asks how to deal with his son who wants to buy his business, but will run it into the ground?
- She asks about how she might be able to take advantage ...
Gene answered questions and explored important topics:
- He asks how taxes will be computed on the buy-out of his home in a divorce?
- He asks why his 1099-R from his IRA does not show his QCDs?
- He asks if he should invest his retirement savings into an annuity or mutual funds?
- She asks about the mechanics of using QCDs for gifts to her church?
Gene answered questions and explored important topics:
- He is very concerned that his ‘wealth manager’ invested in over 100 stocks!?!
- He wants to know if tax-free bonds are a ‘good’ investment?
- He asks if MtM Financial Group is a better advisor than Thrivent?
- She wants my opinion on a law Congress passed, but doesn't say what the law is . . ...
Gene and Alyssa answered questions and explored important topics:
- She asks how she might open a 529 plan for a grandson in California?
- She wants to understand how to gift $20,000 to her son without paying income taxes?
- He asks if car lease payments are tax deductible?
- She attended the PBS Live Event with her husband and had some pretty nice things to say . . .
- ...
Gene and Alyssa answered questions and explored important topics:
- He asks if it is permitted to make gifts to a 3 year old child? (spoiler alert – yes!)
- She asks the safest way to share financial information with her advisor?
- She asks us to outline the basics of Medicare coverage, choices, and requirements?
- He is a ‘financial advisor/stock broker...
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