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

Gene answers tons of listener questions: 

  • Roth IRAs and RMDs?
  • How should he adjust his tax withholding so he doesn’t get such a big refund?
  • Which is safer for bill paying – auto-debit from checking or credit card?
  • He has half their retirement savings in his company stock.  Help!
  • Tons of great listener questions!  
  • For our More than Money Audience Read more

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    Gene hosts experts in the many options for you to create safeguards in your financial picture:

  • Safeguard Your Financial Future Through Elections and Recessions
  • Dr. Wade Pfau of the American College joins us
  • Tom Hegna, author of Don’t Worry Retire Happy, joins us
  • Jason Brown talks about using annuities as private pensions
  • Gene provides his perspective on actions to take ... Read more

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  • Gene hosts a radio first.  Live radio workshop where you can follow along online:

  • Radio History – Live Interactive Radio Workshop with Online Tools and Resources
  • Safeguard Your Financial Future Through Elections and Recessions
  • Dr. Wade Pfau of the American College joins us
  • Tom Hegna, author of Don’t Worry Retire Happy, joins us
  • Gene provides his perspective on actions t... Read more

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  • Gene hosts a radio first.  Live radio workshop where you can follow along online:

    Radio History – Live Interactive Radio Workshop with Online Tools and Resources: “Safeguard Your Financial Future Through Elections and Recessions”

  • Dr. Wade Pfau of the American College joins us.
  • Tom Hegna,... Read more

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  • Gene answers tons of listener questions:

  • Roth IRAs – contributing, converting, and recharacterization?
  • When should he apply for social security if he plans to retire February 21, 2020?
  • He has $680,000 in annuity at work, but doesn’t want to annuitize.  What should he do?
  • He has run his business for 30 years on the side and just for fun.  Now someone wants to buy it!
  • Ton... Read more

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  • Gene answers tons of listener questions:

  • What is the tax bill on a home inherited from mom, then sold, with a mortgage held?
  • What should she do with proceeds from the sale of her home?
  • Should she take her widow’s social security benefits when she turns 60?
  • He lost his wife this year.  How does he properly report that on his income tax return?
  • Tons of great listener ques... Read more

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  • For Our More than Money Audience

    Free Second Opinion Meetings

  • Social Security Review
  • Medicare Review
  • Investments Review
  • Retirement Review
  • Life Insurance Review
  • Long Term Care Insurance Review
  • Estate Planning Review
  • Income Tax Review
  • Complete Financial Picture Review 
  • Do you want a free second opinion ... Read more

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    Gene answers tons of listener questions:

  • She inherited an IRA from her mom. What is the best use of the income she’ll be getting?
  • He thinks he should buy his mom and dad’s home and rent it back to them. Good idea?
  • Listener in poor health looking to fund necessary surgery?
  • He wants to buy Long Term Care Insurance for his parents. They are fighting him. What can he do?
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    Gene answers tons of listener questions:

  • Should listener use RMD to fund QCD and cut bill to the IRS?
  • How should listeners handle inherited IRAs from their mothers?
  • Must listener take RMD out of inherited IRA before rolling into new account?
  • Is Dad’s estate really completely free of probate?
  • Tons of great listener questions!
  • For our More than Money Audience

    Free Sec... Read more

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    Gene answers tons of listener questions:

  • Should listener use RMD to fund QCD and cut bill to the IRS?
  • How should listeners handle inherited IRAs from their mothers?
  • Must listener take RMD out of inherited IRA before rolling into new account?
  • Is Dad’s estate really completely free of probate?
  • Tons of great listener questions!
  • For our More than Money Audience

    Free Sec... Read more

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    Gene answers tons of listener questions:

  • Does he have a great plan with buying dividend paying stocks and holding them for 30 years?
  • Should he use his IRA for the down payment on his house?
  • How best to use 529 plan to help granddaughter who is a junior in college with her housing?
  • How should listener handle $106,000 in medical expenses?
  • Tons of great listener questions!
  • ... Read more

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    Gene answers tons of listener questions:

  • Does he have a great plan with buying dividend paying stocks and holding them for 30 years?
  • Should he use his IRA for the down payment on his house?
  • How best to use 529 plan to help granddaughter who is a junior in college with her housing?
  • How should listener handle $106,000 in medical expenses?
  • Tons of great listener questions!
  • For o... Read more

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    Gene answers tons of listener questions:

  • Does his wife get an increase in her social security when he begins his?
  • How does one decline appointment as executor for mom’s estate?
  • Is Vanguard ‘forcing’ their clients into brokerage accounts?
  • Should listener take social security at age 63 even if he’s still working?
  • Is More than Money truly independent?
  • Tons of great... Read more

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  • Gene answers tons of listener questions:

  • Does his wife get an increase in her social security when he begins his?
  • How does one decline appointment as executor for mom’s estate?
  • Is Vanguard ‘forcing’ their clients into brokerage accounts?
  • Should listener take social security at age 63 even if he’s still working?
  • Is More than Money truly independent?
  • Tons of great... Read more

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  • Gene answers tons of listener questions: 

  • Isn’t a financial advisor supposed to know when the stock market is going to drop?
  • Should listener wait and take two RMDs next year?
  • Listener wants to know if a Living (Revocable) Trust will cut PA inheritance taxes?
  • Should listener use a real estate agent to help sell their large property or just a real estate attorney?
  • Should ... Read more

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  • Gene answers tons of listener questions: 

  • Isn’t a financial advisor supposed to know when the stock market is going to drop?
  • Should listener wait and take two RMDs next year?
  • Listener wants to know if a Living (Revocable) Trust will cut PA inheritance taxes?
  • Should listener use a real estate agent to help sell their large property or just a real estate attorney?
  • Should ... Read more

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    Gene answers tons of listener questions:

  • Multiple questions on the PA Inheritance Tax!
  • Should listener take pension plan’s offer of a lump sum payout?
  • Listener turned 70 in August.  What does she need to know about RMDs?
  • Can listener roll his 401(k) directly to a Roth IRA?
  • Does having an LLC mean listener won’t have to pay back her loan?
  • Tons of great listener q... Read more

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  • Gene answers tons of listener questions:

  • Multiple questions on the PA Inheritance Tax!
  • Should listener take pension plan’s offer of a lump sum payout?
  • Listener turned 70 in August.  What does she need to know about RMDs?
  • Can listener roll his 401(k) directly to a Roth IRA?
  • Does having an LLC mean listener won’t have to pay back her loan?
  • Tons of great listener q... Read more

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  • Chat About More Than Money with Gene Dickison

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