More Than Money with Gene Dickison

Hosted by Gene Dickison

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Episodes

Latest episode

Jun 2026

Language

EN-US

About the show

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.

Listen to episodes

60 recent

June 13, 20261 hr 39 min

June 13, 2026 – More than Money Supports Laughing at My Nightmare in a big way! – Trump Accounts go ‘live’ on July 4th – Suze Orman at it again with someone highly suspect advice

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 long wait since her first meeting? 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.

June 6, 20261 hr 41 min

June 6, 2026 – More than Money Round Table

Hear from some of our MtM advisors in this special edition of 'More than Money"!

May 30, 20261 hr 39 min

May 30, 2026 – Laughing at My Nightmare – June 6th – Come join Alyssa and friends – Gene and Diane enjoy a great meal and support a great cause – Is Up-sizing in retirement a crazy idea?

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 paying tax on a $500,000 profit? 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.

May 23, 20261 hr 41 min

May 23, 2026 – Memorial Day Weekend – Remembering those who gave their all for our freedoms – Gentleman politely points out that Gene got an answer wrong! – Parents gave their 3 kids $200,000 – now they want it back!?!?

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? 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.

May 16, 2026

May 16, 2026 – Markets rise for 6th straight week – Oil prices stubbornly high – Gene and Alyssa share some of the books they’ve found valuable – Family won $80 million when she was 8 – she’s all grown up – and whining!

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 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.

May 9, 2026

May 9, 2026 – Markets rise for 5th straight week – Oil prices begin to drop – Gene shares the challenge facing advisors who have clients pass away – If you want to keep the family house in the family . . .

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? 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.

May 2, 2026

May 2, 2026 – Stock markets rebound above pre-Iran war levels – Gene sharing his views on ‘priming the pump’ with investments and in life – Continuing Care Retirement Communities vs. Ageing in Place

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(k) investments? 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.

April 25, 2026

April 25, 2026 – Gene, Alyssa, and the More than Money team back from a conference in Nashville – Major market indices gain for 4th consecutive week – A financial “pundit” takes shots at Dave Ramsey for all the wrong reasons

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? 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.

April 19, 2026

April 18, 2026 – Major stock market indices continue rebound – Income tax refunds up significantly this year – Would you prefer a small/no or large tax refund?

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? 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.

April 11, 2026

April 11, 2026 – Should you accept dinner invitations from ‘financial advisors’? – Major market indices gain for second consecutive week – Alyssa tells a lot of stories

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 IRA? 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.

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More Than Money with Gene Dickison

About the show

Listen to episodes

June 13, 2026 &#8211; More than Money Supports Laughing at My Nightmare in a big way! &#8211; Trump Accounts go ‘live’ on July 4th &#8211; Suze Orman at it again with someone highly suspect advice

June 6, 2026 &#8211; More than Money Round Table

May 30, 2026 &#8211; Laughing at My Nightmare – June 6th – Come join Alyssa and friends &#8211; Gene and Diane enjoy a great meal and support a great cause &#8211; Is Up-sizing in retirement a crazy idea?

May 23, 2026 &#8211; Memorial Day Weekend – Remembering those who gave their all for our freedoms &#8211; Gentleman politely points out that Gene got an answer wrong! &#8211; Parents gave their 3 kids $200,000 – now they want it back!?!?

May 16, 2026 &#8211; Markets rise for 6th straight week – Oil prices stubbornly high &#8211; Gene and Alyssa share some of the books they’ve found valuable &#8211; Family won $80 million when she was 8 – she’s all grown up – and whining!

May 9, 2026 &#8211; Markets rise for 5th straight week – Oil prices begin to drop &#8211; Gene shares the challenge facing advisors who have clients pass away &#8211; If you want to keep the family house in the family . . .

May 2, 2026 &#8211; Stock markets rebound above pre-Iran war levels &#8211; Gene sharing his views on ‘priming the pump’ with investments and in life &#8211; Continuing Care Retirement Communities vs. Ageing in Place

April 25, 2026 &#8211; Gene, Alyssa, and the More than Money team back from a conference in Nashville &#8211; Major market indices gain for 4th consecutive week &#8211; A financial &#8220;pundit&#8221; takes shots at Dave Ramsey for all the wrong reasons

April 18, 2026 &#8211; Major stock market indices continue rebound &#8211; Income tax refunds up significantly this year &#8211; Would you prefer a small/no or large tax refund?

April 11, 2026 &#8211; Should you accept dinner invitations from ‘financial advisors’? &#8211; Major market indices gain for second consecutive week &#8211; Alyssa tells a lot of stories

Is this your show?

More Business podcasts

Sin88

Toldjya Finance Podcast

WW88

Thabet

SowGrow Marketing Council

Matrix Unboxed

June 13, 2026 – More than Money Supports Laughing at My Nightmare in a big way! – Trump Accounts go ‘live’ on July 4th – Suze Orman at it again with someone highly suspect advice

June 6, 2026 – More than Money Round Table

May 30, 2026 – Laughing at My Nightmare – June 6th – Come join Alyssa and friends – Gene and Diane enjoy a great meal and support a great cause – Is Up-sizing in retirement a crazy idea?

May 23, 2026 – Memorial Day Weekend – Remembering those who gave their all for our freedoms – Gentleman politely points out that Gene got an answer wrong! – Parents gave their 3 kids $200,000 – now they want it back!?!?

May 16, 2026 – Markets rise for 6th straight week – Oil prices stubbornly high – Gene and Alyssa share some of the books they’ve found valuable – Family won $80 million when she was 8 – she’s all grown up – and whining!

May 9, 2026 – Markets rise for 5th straight week – Oil prices begin to drop – Gene shares the challenge facing advisors who have clients pass away – If you want to keep the family house in the family . . .

May 2, 2026 – Stock markets rebound above pre-Iran war levels – Gene sharing his views on ‘priming the pump’ with investments and in life – Continuing Care Retirement Communities vs. Ageing in Place

April 25, 2026 – Gene, Alyssa, and the More than Money team back from a conference in Nashville – Major market indices gain for 4th consecutive week – A financial “pundit” takes shots at Dave Ramsey for all the wrong reasons

April 18, 2026 – Major stock market indices continue rebound – Income tax refunds up significantly this year – Would you prefer a small/no or large tax refund?

April 11, 2026 – Should you accept dinner invitations from ‘financial advisors’? – Major market indices gain for second consecutive week – Alyssa tells a lot of stories