More Than Money with Gene Dickison

October 31, 2026 – Radio Show

October 24, 2026 – New MtM Tax Client? Cut off date for new clients is November 1st’ – Save the date! MtM Holiday Open House December 5th – 8 – 11 AM at the More than Money World Headquarters!

Gene and Alyssa answered questions and explored important topics: They both have 401(k)s, but her’s is doing so much better. What to do? They’ve saved $2 million. Do they also need life insurance? Their beach house is now worth $2.2 million. Can they sell without a huge tax bill? His 401(k) has about $300,000. Should he convert that to a life annuity? Free Second Opinion Meetings Meet with a More than Money advisor to review your entire financial picture or simply project your retirement Meet with our Social Security partner to plan the best S/S strategy for you Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor? Call today (610-746-7007) or email ( Gene@AskMtM.com ) to schedule your time with us.

October 17, 2026 – New MtM Tax Client? Cut off date for new clients is November 1st’ – Prior year tax clients don’t have to worry – Expect ‘Super Important Tax Email’ to arrive in late December

Gene and Alyssa answered questions and explored important topics: What happens if you don’t have a will when you die? Are reverse mortgages a scam to grab your house? What are good guidelines for how much house we can afford? What are the details about the Forbes Best Advisors scandal? Free Second Opinion Meetings Meet with a More than Money advisor to review your entire financial picture or simply project your retirement Meet with our Social Security partner to plan the best S/S strategy for you Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor? Call today (610-746-7007) or email ( Gene@AskMtM.com ) to schedule your time with us.

October 10, 2026 – New MtM Tax Client? Cut off date for new clients is November 1st’ – Prior year tax clients don’t have to worry – Expect “Super Important Tax Email” to arrive in late December

Gene and Alyssa answered questions and explored important topics: She asks for tips on transitioning from remote work to in office work? Her brother has a ‘private pension’. What is that and can she get one? He understands Medicare enrollment is coming up. What should he change? Scams include real estate company offering ‘can’t lose’ 10% + returns? Free Second Opinion Meetings Meet with a More than Money advisor to review your entire financial picture or simply project your retirement Meet with our Social Security partner to plan the best S/S strategy for you Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor? Call today (610-746-7007) or email ( Gene@AskMtM.com ) to schedule your time with us.

October 3, 2026 – New MtM Tax Client? Cut off date for new clients is November 1st – Prior year tax client don’t have to worry – Expect ‘Super Important Tax Email’ to arrive in late December

Gene and Alyssa answered questions and explored important topics: She asks how to determine their retirement budget? Her mom wants all five (5) children to be co-executors. Is this a good idea? His advisor only used mutual funds and won’t even consider ETFs. What should he do? His wife wants half of the trust his daughter received from her grandmother. What to do? Free Second Opinion Meetings Meet with a More than Money advisor to review your entire financial picture or simply project your retirement Meet with our Social Security partner to plan the best S/S strategy for you Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor? Call today (610-746-7007) or email ( Gene@AskMtM.com ) to schedule your time with us.

September 26, 2026 – Economist, Peter Schiff, says owning a home depletes your savings and is a ‘money pit’ – Stock markets going through a jittery period as interest rates are rising – When should you begin your Social Security benefits?

Gene and Alyssa answered questions and explored important topics: She asks if ten year treasuries are a good investment right now? She lost her husband recently and asks how to handle the IRA she inherited from him? His wife has a frozen profit sharing plan. The advisor is giving her the run around. Now what? She asks if a ‘family reverse mortgage’ is a good idea for her and her husband? Free Second Opinion Meetings Meet with a More than Money advisor to review your entire financial picture or simply project your retirement Meet with our Social Security partner to plan the best S/S strategy for you Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor? Call today (610-746-7007) or email ( Gene@AskMtM.com ) to schedule your time with us.

September 19, 2026 – $111,000 raised! – Thank you for supporting our fund raising for Folds of Honor – Thank you to our entire More than Money team for their commitment and good work – Thank you to Folds of Honor for supporting the families of our military and first responders

Gene and Alyssa answered questions and explored important topics: He wanted to use a QCD to pledge to Folds of Honor. Why did they say no? She lost her husband and returned to work. Now she has questions about her 401(k)? He heard us talk about downside protected investments. Can we give more information? She is retiring with a 401(k) with standard, Roth, and pre-tax funds. How does she keep this straight? Free Second Opinion Meetings Meet with a More than Money advisor to review your entire financial picture or simply project your retirement Meet with our Social Security partner to plan the best S/S strategy for you Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor? Call today (610-746-7007) or email ( Gene@AskMtM.com ) to schedule your time with us.

September 12, 2026 – 25th Year Remembering 9/11! – Thank you for supporting our fund raising for Folds of Honor – Thank you to our entire More than Money team for their commitment and good work – Thank you to Folds of Honor for supporting the families of our military and first responders

Gene and Alyssa answered questions and explored important topics: He asked when does someone need an umbrella insurance policy? She asks if they can still use their $6,000 ‘Senior Deduction’ for a Roth conversion? He asks about a plan to train his grandchildren in the world of personal finance? She asks if having $84,000 in their checking account is ‘too much’? Free Second Opinion Meetings Meet with a More than Money advisor to review your entire financial picture or simply project your retirement Meet with our Social Security partner to plan the best S/S strategy for you Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor? Call today (610-746-7007) or email ( Gene@AskMtM.com ) to schedule your time with us.

September 5, 2026 – 25th Year Remembering 9/11! On September 11th help us remember with a purpose – We’ll be raising funds for Folds of Honor to make something good come of this tragedy – Join us in our office on 9/11 or donate online at www.MoreThanMoneyOnline.com

Gene and Alyssa answered questions and explored important topics: He asked how to handle tax reporting on a sale/lease real estate transaction? He asked how to handle a neighbor who encroached on his property? He asks how to help his son without impact his son’s divorce? Should you open invest in the stock market with no risk to your investment? Free Second Opinion Meetings Meet with a More than Money advisor to review your entire financial picture or simply project your retirement Meet with our Social Security partner to plan the best S/S strategy for you Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor? Call today (610-746-7007) or email ( Gene@AskMtM.com ) to schedule your time with us.

August 29, 2026 – 25th Year Remembering 9/11! On September 11th help us remember with a purpose – We’ll be raising funds for Folds of Honor to make something good come of this tragedy – Join us in our office on 9/11 or donate online at www.MoreThanMoneyOnline.com

Gene and Alyssa answered questions and explored important topics: He asked what type of trust could hold a home and not pay inheritance taxes? They have a ‘virtual’ advisor. What are the benefits of a ‘local’ advisor? He asks how soon to ‘dial back’ the investments in his 401(k)? Should you open a Roth IRA with $50.00? Free Second Opinion Meetings Meet with a More than Money advisor to review your entire financial picture or simply project your retirement Meet with our Social Security partner to plan the best S/S strategy for you Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor? Call today (610-746-7007) or email ( Gene@AskMtM.com ) to schedule your time with us.