More Than Money with Gene Dickison

August 1, 2026 – More than Money Newsletter available now for the asking – email Gene@AskMtM.com – 25 year old hedge fund manager loses $35 billion the week before his marriage! – Will it help if you know which direction the stock market is going? (Spoiler alert – No!)

Gene Dickison — Sat, 01 Aug 2026 14:00:00 +0000

Gene and Alyssa answered questions and explored important topics:

He asks what happens to the assets in a revocable trust when he passes?
She asks if the new RMD age is 75? (Spoiler – the answer is ‘it depends’)
He asks if he can use a reverse mortgage to fund the purchase of a new home?
She asks how to handle RMDs from (3) 401(k)s?

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.

July 25, 2026 – More than Money Newsletter available now for the asking – email Gene@AskMtM.com – When is the absolutely the best time for you to start taking your Social Security? – How do you invest when the stock market is so volatile?

Gene Dickison — Sat, 25 Jul 2026 14:00:00 +0000

Gene and Alyssa answered questions and explored important topics:

He insisted his advisor buy Space X. Now he’s blaming the advisor?
She is selling a home they bought in 1970, her husband died in 1996. What is her cost basis?
He asks how to best use $300,000 inherited very unexpectedly?
She asks how to handle a 401(k) with regular, Roth, and after-tax funds for her RMDs?

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.

July 18, 2026 – When was the last time you updated you estate planning documents? – More than Money Newsletter available now for the asking – email Gene@AskMtM.com – When is the absolutely the best time for you to start taking your Social Security?

Gene Dickison — Sat, 18 Jul 2026 14:00:00 +0000

Gene and Alyssa answered questions and explored important topics:

He asks if he can take a tax deduction for the sales tax on his new car?
He asks about long term care insurance. Is it different now than years ago?
He asks what we see happening in the economy in the second half of the year?
She asks if she can live off her investments in retirement and still leave money to her children?

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.

July 11, 2026 – ’Free’ Dinner ‘Seminars’ – Great financial opportunity?!?!? – More than Money Newsletter available now for the asking: email Gene@AskMtM.com – Stock markets continue solid rebound from 1st quarter

Gene Dickison — Sat, 11 Jul 2026 14:00:00 +0000

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 invest in, when to buy, and when to sell?

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.

July 4, 2026 – Happy 250th Birthday to the United States of America! – Our June More than Money Newsletter available now for the asking – Oil prices have dropped over 40% from their recent highs

Gene Dickison — Sat, 04 Jul 2026 14:00:00 +0000

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?

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 27, 2026 – Prices at the Gas Pumps continue to drop – down over $1.00 per gallon so far – Annabelle sees her first Iron Pigs game and loved it! – One week from ‘Happy 250th Birthday America’!

Gene Dickison — Tue, 30 Jun 2026 00:09:40 +0000

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 minimum time she must hold an inherited 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.

June 20, 2026 – Iran conflict working toward peace – markets rise – gas prices drop – Trump Accounts go ‘live’ on July 4th – Lehigh County looks to tax all residents’ investments – terrible idea!

Gene Dickison — Sat, 20 Jun 2026 14:00:00 +0000

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?

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 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 Dickison — Sat, 13 Jun 2026 14:00:00 +0000

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, 2026 – More than Money Round Table

Gene Dickison — Sat, 06 Jun 2026 14:00:00 +0000

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

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 Dickison — Sat, 30 May 2026 14:00:00 +0000

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, 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 Dickison — Sat, 23 May 2026 14:00:00 +0000

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 – 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 Dickison — Sat, 16 May 2026 14:00:00 +0000

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 – 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 Dickison — Sat, 09 May 2026 14:00:00 +0000

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 – 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 Dickison — Sat, 02 May 2026 14:00:00 +0000

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 – 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 Dickison — Sat, 25 Apr 2026 14:00:00 +0000

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 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 Dickison — Sun, 19 Apr 2026 00:00:00 +0000

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

Gene Dickison — Sat, 11 Apr 2026 14:00:00 +0000

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.

April 4, 2026 – Happy Easter! Happy Easter! Happy Easter!!

Gene Dickison — Sat, 04 Apr 2026 14:00:00 +0000

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?

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.

March 28, 2026 – Baseball season starts – Yankees and Phillies are a lock to meet in the World Series – Gold prices drop in face of Geo-Political fears – what gives? – Al Pacino says his accountant stole $50 million – oh, and he did have 23 cars!

Gene Dickison — Sat, 28 Mar 2026 14:00:00 +0000

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 of this dip in the stock markets?

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.

March 21, 2026 – Iranian Excursion fuels volatility in stock markets, oil prices, and interest rates – Gifting strategies dominate tax planning early in 2026 – More than Money Newsletter available – free – just ask!

Gene Dickison — Sat, 21 Mar 2026 14:00:00 +0000

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?

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.

March 14, 2025 – Thank You to Everyone! Gene received hundreds of Happy Birthday wishes! – Market volatility creates more interest in investment options with downside protection – More than Money Newsletter available – free – just ask!

Gene Dickison — Sat, 14 Mar 2026 14:00:00 +0000

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 . . .
Suze Orman says ‘aging in place’ can cost you money (alert – she’s way off base here)

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.

March 7, 2026 – Live TV Event on March 5th at PBS – Thank You to Everyone! – Financial markets unsettled as war on Iran unfolds – More than Money Newsletter available – free – just ask!

Gene Dickison — Sat, 07 Mar 2026 15:00:00 +0000

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 . . .
He asks if he should use the traditional 401(k) option while his wife using the roth option?

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.

February 28, 2026 – Live TV Event on March 5th at PBS – Want to attend? – Annabelle celebrated her 2nd birthday with a lunch at the MtM World Headquarters – More than Money Newsletter available – free – just ask!

Gene Dickison — Sun, 01 Mar 2026 01:00:00 +0000

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’ and says most people can’t save for retirement?
Gene’s solution to the first time home buyer challenge – skip paying for college! (Hint – there’s more to it than that, but you’ll see)

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.

February 21, 2026 – Tiny Homes for Grandparents is an interesting trend – Is it for you? – Major market indices show gains for the week – More than Money Newsletter available – free – just ask!

Gene Dickison — Sat, 21 Feb 2026 15:00:00 +0000

Gene and Alyssa answered questions and explored important topics:

He offers his 47 years of experience to the car leasing discussion?
She wants to explore if Roth IRAs would work for her at age 71?
His employer plan is an annuity. Can he convert that to a Roth?
He’s trying to figure out how his Social Security benefits will impact his taxes this year?
She asks if leaving money in a 403(b) is better for his kids than a Roth 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.

February 14, 2026 – Inflation (2.4%) reports as better than expected. Jobs report (130,000+) better as well – Markets continue on a volatile pattern. Some federal government shutdown – ICE – More than Money Newsletter available – free – just ask!

Gene Dickison — Sat, 14 Feb 2026 15:00:00 +0000

Gene and Alyssa answered questions and explored important topics:

He asks what options his wife has when inheriting his IRAs?
He asks how to determine the payout from a trust intended for his grandchildren?
She wants to give her grandson $25,000 for a house downpayment. Gift restrictions?
He is 78 and retiring in March. Does he have to take RMDs this year?
She asks if our More than Money advisors will sell some stock for her?

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.

February 7, 2026 – Dow Index Soars over 50,000 for the first time – Nasdaq and S&P 500 up sharply! – Bitcoin rallies significantly and still is down more than 50% from its recent peak – What do these results mean to you and your investment portfolio?

Gene Dickison — Sat, 07 Feb 2026 15:00:00 +0000

Gene and Alyssa answered questions and explored important topics:

She asks if she needs an attorney to make changes to her will?
He asks if a neighbor living at the poverty line could benefit from filing an income tax return?
She inherited her grandmother’s estate and her brother’s ex wants some cash. Should she?
He says his wife isn’t good with money. Should his life insurance go to his niece?
She asks for clarification on the mechanics of a trust paying out portions at ages 25, 30, and 35?

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.

January 31, 2026 – Eli Lilly investing $3.5 billion in Lehigh Valley manufacturing plant to employ 800 – Bitcoin has dropped over 30% in only 6 months – Silver drops 25% in 2 days – What would you do if you wanted to invest in silver ‘just for fun’?

Gene Dickison — Sat, 31 Jan 2026 15:00:00 +0000

Gene and Alyssa answered questions and explored important topics:

She is 28 and asks why the schools don’t teach financial fundamentals? (Excellent question!)
He asks how to handle IRAs when the named beneficiary is the estate?
She wants to understand how to take advantage of the Trump Accounts for children?
He asks if gold and silver are dropping in price because of the individual investor? (No!)
He asks if he can still take the $6,000 senior deduction if he itemizes his deductions?

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.

January 24, 2026 – Gene thinks the President has it wrong capping credit card interest at 10% – Gene thinks the Greenland deal offers great benefits to America and our allies – It seems Gene has a lot of thoughts . . .

Gene Dickison — Sat, 24 Jan 2026 15:00:00 +0000

Gene and Alyssa answered questions and explored important topics:

He asks if using a HELOC to pay off high interest student loans is a good move?
She asks what the mechanics are of setting up Qualified Charitable Distributions (QCDs)?
She wants to help a young woman who lost her car and needs to get to work. Go Fund Me?
She believes she needs to complete an extensive questionnaire to meet with an advisor. True?
He is 73, still working, and getting advice on RMDs for his IRA and 401(k). But is it good advice?

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.

January 17, 2026 – Their mom is 88 and needs help – can they keep the family home in the family? – He wants to understand how to best use the new $6,000 senior deduction – He wants to make substantial gifts to his children without paying lots of taxes

Gene Dickison — Sat, 17 Jan 2026 15:00:00 +0000

Gene and Alyssa answered questions and explored important topics:

She wants to know if her self-employment income qualifies for a Roth IRA?
She asks how to figure the taxable gain on a property that is her home and business?
He needs help calculating the tax on the sale of his home after his divorce?
His CD rates are dropping from over 5% to under 4%. What alternatives does he have?
He observes that Venezuelan oil could help cut inflation in 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.

January 10, 2026 – She is very upset with Gene’s views on tariffs and found him ‘offensive’ – She also doesn’t believe that farmer’s markets are open in the winter – She gave him serious marching orders – How in the world did Gene respond?

Gene Dickison — Sat, 10 Jan 2026 15:00:00 +0000

Gene and Alyssa answered questions and explored important topics:

He asks how he can leave a legacy for his grandchildren when he has very little money?
She is reluctant to confront her current advisor with the news she is leaving. What to do?
She asks how to go about Roth conversions from her (2) 402(b) plans?
They want to know if they can afford to construct an addition to their home?
He asks if he can deposit $20,000 of stock into his wife’s Roth 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.

January 3, 2026 – Happy, Healthy, and Prosperous New Year! – Precise and Reliable Predictions for 2026 (spoiler alert – they don’t exist) – Other financial radio shows are quite different from More than Money . . .

Gene Dickison — Sat, 03 Jan 2026 15:00:00 +0000

Gene and Alyssa answered questions and explored important topics:

He asks us to explain how his social security benefits will be taxed?
She is 96 years old, sharp as a tack, and has questions about CDs?
She asks how if it’s possible to negotiate a reduction in a student loan debt?
She has been waiting for her tax refund for over a year. What can she do?
He named his daughter beneficiary on all his accounts. Did he do this correctly?

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.

December 27, 2025 – Merry Christmas and Happy Birthday to Jesus – New Year’s Eve is right around the corner! – Take some time to plan your finances for 2026!

Gene Dickison — Sat, 27 Dec 2025 15:00:00 +0000

Gene and Alyssa answered questions and explored important topics:

He asks if he should use a 100% mortgage to finance his first home buy?
He is 58, divorced, and finding women to be gold diggers. What should he do?
She asks how much she and her husband can contribute to a Roth IRA in 2025?
He asks if his 401(k) ‘catch-up’ contributions must go into the Roth side?
They want to use the new ‘senior’ deductions to cut their taxes. Are they ready to 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.

December 20, 2025 – Diane ‘If that is her real name’ celebrates her birthday today! – Merry Christmas and Happy Birthday to Jesus – Take some time to plan your finances for 2026!

Gene Dickison — Sat, 20 Dec 2025 15:00:00 +0000

Gene and Alyssa answered questions and explored important topics:

They sold their home and are renting in retirement. Is this a wise financial choice?
She reports that 4 students at Moravian University receive Folds of Honor scholarships.
She asks what is the best idea to use the $10,000 her mom gifted her?
He asks multiple questions about the proper way to use beneficiary designations on his accounts?
They want to retire next August. What should they be doing now?

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.

December 13, 2025 – More than Money Christmas Open House – New Record for Funds Raised for the Children! – We remember John Elliott and how much he meant to our show and to us – Invest in You team wrap and fill 100 shoeboxes for Cay Galgon’s mothers and babies

Gene Dickison — Sat, 13 Dec 2025 15:00:00 +0000

Gene and Alyssa answered questions and explored important topics:

He is 80 and wants to know how to use buffered ETFs in his investment portfolio?
She asks if her friend is being misled by her annuity salesman?
She asks if there is a way to protect the retirement funds they currently have in the TSP?
He asks if his partner will need to take an RMD from her 401(k) next year when she retires?
She wants to know how to stop her father from changing his will?

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.

December 6, 2025 – More than Money Christmas Open House – New Record for Funds Raised for the Children! – The More than Money family welcomes you to our home for the holidays – Help us raise funds for the Children’s Home of Easton!

Gene Dickison — Sat, 06 Dec 2025 15:00:00 +0000

Gene and Alyssa answered questions and explored important topics:

He is 80 and wants to know how best to protect his 401(k)?
She wants to know if paying for family vacations is treated as gifts by the IRS?
She sold her home and wants to know if that will increase his Medicare premiums?
He is using the National Guard to graduate debt free from college and have buckets of cash!
She wants to know how to establish a long term relationship with a trusted advisor?

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.

November 29, 2025 – Save the Date! December 6th – More than Money Christmas Open House – The entire More than Money family welcomes you to our home for the holidays – Help us raise funds for the Children’s Home of Easton!

Gene Dickison — Sat, 29 Nov 2025 15:00:00 +0000

Gene and Alyssa answered questions and explored important topics:

He is 64, lost his job and wants to know about combining his 401(k) and IRA?
She wants to know the best way to make gifts to high-earning sons?
She wants to know how to help with our ‘shoeboxes for babies’ event on December 11th?
He wants to know if annuities are ‘good’ or ‘bad’? (Spoiler alert – neither!)
She wants to know if it helps her parents to give them stock instead of cash?

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.

November 22, 2025 – Save the Date! December 6th – More than Money Christmas Open House – The entire More than Money family welcomes you to our home for the holidays – Help us raise funds for the Children’s Home of Easton!

Gene Dickison — Sat, 22 Nov 2025 15:00:00 +0000

Gene was flying solo with Alyssa traveling on assignment answered questions and explored important topics:

He wants to know if the AI ‘bubble’ is going to burst?
She wants to know if there are really ways to cut taxes on RMDs?
She wants to know if the new senior deductions ($6,000) are good for Roth conversions?
He wants to know if he can ditch his corporate job and retire?
She wants to know if she can contest her father’s will before he actually passes?

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.

November 15, 2025 – Save the Date! December 6th – More than Money Christmas Open House – The entire More than Money family welcomes you to our home for the holidays – Help us raise funds for the Children’s Home of Easton!

Gene Dickison — Sun, 16 Nov 2025 03:00:00 +0000

Gene was flying solo with Alyssa traveling on assignment answered questions and explored important topics:

At age 68 what income taxes can a retiree expect?
When changing jobs should one roll over the old 401(k) into the new 401(k)?
What are the mechanics for moving accounts from one firm to another?
Tips for year end income tax cutting – 401(k)s, Roth Conversions, QCDs, and gifting.

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.

November 8, 2025 – Save the Date! December 6th – More than Money Christmas Open House – The entire More than Money family welcomes you to our home for the holidays – Help us raise funds for the Children’s Home of Easton!

Gene Dickison — Sat, 08 Nov 2025 15:00:00 +0000

Gene and Alyssa answered questions and explored important topics:

His email wanted ‘education’ from Gene. Did he get more education than he expected?
His goal is $1 million in 10 years. Can he do it?
He has half of his investments in 1 stock. How does he transition that for retirement?
Tips for avoiding scams!

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.

November 1, 2025 – 40 million Americans need food stamps – can we teach them to fish? – Inflation cools – the Federal Reserve does cut rates – maybe not in December – Stock markets continue this year’s excellent performance. What about 2026?

Gene Dickison — Sat, 01 Nov 2025 14:00:00 +0000

Gene and Alyssa answered questions and explored important topics:

His wife is 12 years older than him – will that affect his RMDs?
She wants to know if she can fund a Roth IRA for her great grandson?
She wants to put her financial future in jeopardy to help her two daughters . . .
His dad is giving him good advice on his 401(k). Will she take it?

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 25, 2025 – Thanks to the ladies of IIY for raising funds and food for the Nazareth Food Bank – Inflation cools – the Federal Reserve expected to cut rates – Gene and Diane celebrate the birthdays of (2) of their girls

Gene Dickison — Sat, 25 Oct 2025 14:00:00 +0000

Gene and Alyssa answered questions and explored important topics:

She ask if the annuity her advisor recommended is right for her and her husband? (Hint – No!)
He wants to know if he can put the profits from the sale of real estate into his Roth IRA?
She wants to know if she will need to take an RMD from her inherited IRA this year? (Hint – Yes!)
He asks if he should simply invest in an S&P 500 index fund?

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 18, 2025 – Ways to use the senior standard deduction – Do you need to add ‘per stirpes’ to your account beneficiaries? – Learn how to help Nazareth Area Food Bank – Alyssa’s daughter describes high school personal finance course

Gene Dickison — Sat, 18 Oct 2025 14:00:00 +0000

Alyssa interviews the director of the Nazareth Area Food Bank in advance of this week’s food drive, and her daughter, Juliana, talks about what she’s learning in her high school personal finance class—which becomes a Pennsylvania requirement next year. She also answers questions and delves into a variety of topics:

It’s Medicare open enrollment until Dec. 7.
If your investment accounts don’t have “per stirpes” or “per capita” selected, your beneficiary designations might not work the way you wish.
A retiree asks what to do with his 401k.
How should a sister handle a sibling pressuring dad to sell HIS house to pay off HER debt?
The IRS is stopping paper checks!

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 or Medicare plan 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

Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.

October 11, 2025 – Join Invest in You on October 22nd for lots of fun and food for the Nazareth Food Bank – Tariffs on Chinese goods roil the stock markets on Friday – Will there be peace in the Middle East?

Gene Dickison — Sat, 11 Oct 2025 14:00:00 +0000

Gene and Alyssa answered questions and explored important topics:

He wants to know the best way to help support his church and the pastor?
She wants to know if naming beneficiaries will reduce inheritance taxes?
She and her husband have 60% of their investments in stocks. What if the market tumbles?
She wants to know if life insurance proceeds are income taxable?

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 4, 2025 – Join Invest in You on October 22nd for lots of fun and food for the Nazareth Food Bank – U.S. Federal Government ‘shut-down’ has little impact, but big implications for our future – Markets wrap up a solid September

Gene Dickison — Sat, 04 Oct 2025 14:00:00 +0000

Gene and Alyssa answered questions and explored important topics:

He wants to know if he should take funds from his 401(k) to payoff mom’s mortgage?
She wants to know if she should fund a private reverse mortgage for her neighbor?
She found a secret account in her mom’s estate. When should she tell her siblings?
She wants to know what to expect at a ‘2nd opinion’ meeting when they’ve never had a first opinion?

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 27, 2025 – Join Invest in You on October 22nd for lots of fun and food for the Nazareth Food Bank – Markets nearly wrap up a solid September – Inherited IRA strategies for (almost) every situation

Gene Dickison — Sat, 27 Sep 2025 14:00:00 +0000

Gene and Alyssa answered questions and explored important topics:

He wants to know if he can gift his daughter a $5,000 car without an IRS hassle?
He wants to know how he and his bride should split expenses with a second marriage?
Their son wants to pay off their mortgage. Then what?
He loves his work, but hates his job . . . Can he retire?

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 20, 2025 – Gene and Diane celebrate their wedding anniversary – Thank you all for your love and prayers! – African Children’s Choir blow the roof off Holy Cross Church!! – Remember Charlie Kirk and support Turning Point USA, and the United States of America

Gene Dickison — Sat, 20 Sep 2025 14:00:00 +0000

Gene and Alyssa answered questions and explored important topics:

He wants to know if he should combine his two retirement accounts into one?
He wants to learn the pros and cons of setting up a family charitable foundation?
He needed to understand the difference between a roth contribution and a roth conversion?
His HELOC statement makes no sense . . . and it made no sense to us either!

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 13, 2025 – Folds of Honor Radiothon success on 9/11 at our MtM World Headquarters – Charlie Kirk young advocate for faith, family and country assassinated – Please continue to support Folds, Turning Point USA, and the United States of America

Gene Dickison — Sat, 13 Sep 2025 14:00:00 +0000

Gene and Alyssa answered questions and explored important topics:

She wants to know how to value collectibles for IRS purposes?
He wants to know how to best use his IRA for long term care
We explore Qualified Charitable Distributions (QCDs)
We explore annuities as ‘Private Pensions’ pros and cons

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 30, 2025 – Gene returns from his daughter’s (Alyssa) wedding in Atlanta – ‘filled with love! – Radiothon for Folds of Honor begins Friday September 6th – More than Money is live at the Ritz Barbeque on Saturday the 7th – please come out and join us

Gene Dickison — Mon, 25 Aug 2025 14:00:00 +0000

Gene and Alyssa answer questions including:

Should he take the annuity being offered by his 401(k) provider? (Spoiler alert – No!)
He asks what keeps Gene so healthy? (the answer might surprise you)
She wants to know what is the best way to fund their home improvement projects?
She asks how she should tell her husband she does not want to sell her business?
And we are still feeling very, very blessed

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 23, 2025 – Is a Reverse Mortgage Appropriate? Our Specialist Describes Options & Mechanics – Plus: Answers to Your Questions About Helping Adult Kids, Taxes, Inherited IRA Rules, POA vs. Joint Ownership on Bank Accounts

Gene Dickison — Sat, 23 Aug 2025 14:00:00 +0000

While Gene was with his family for a wedding celebration in Georgia, Alyssa invited reverse mortgage specialist Tiffany Shutta, of Mutual of Omaha, to join her on air. Tiffany uses a real-life, recent example to demonstrate how a reverse mortgage works and explains when it’s an appropriate solution—and when it’s not.

Alyssa also answers your questions on various topics:

Should I ask my adult daughter to pay me for childcare?
Does MtM allow investors to customize their portfolio holdings?
How can I pay tax on less Social Security?
Do I need to empty the IRA I inherited from my younger sister in 10 years?
Should I be POA or joint owner on Mom’s bank account?

You can get answers to your own questions and enjoy one-on-one service by contacting MtM Financial Group for a free second opinion meeting with any of our specialists about:

Financial situation, investments, retirement plan
Estate plans
Life insurance
Annuities
Reverse mortgages
Taxes

Call 610-746-7007 or contact us online to request a free appointment.

August 16, 2025 – Tariffs seem to be operating well, generating revenue, little impact on inflation – Trump/Putin summit seems to have produced the potential for peace in Ukraine – Alyssa wins women’s longest drive contest at BML golf tournament!

Gene Dickison — Sat, 16 Aug 2025 14:00:00 +0000

Gene and Alyssa answer questions including:

She asks how to get the best price when buying a car?
He asks what the probate process is and how to navigate that process?
She wants to know if an investment in cryptocurrency is appropriate for folks 80 years old?
He asks how much of his retirement money should be in bonds since he is 64 years old?
And we are still feeling very, very blessed

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 9, 2025 – More than Money has raised more than $10,000 for Valley non-profits playing golf this summer – Stock markets show remarkable resilience in the face of multiple economic uncertainties – Should you be talking to your parents about their estate plans? It depends!

Gene Dickison — Sat, 09 Aug 2025 14:00:00 +0000

Gene and Alyssa answer questions including:

He asks if he should transfer his home into a trust?
He asks about CD rates and where interest rates might be going?
She wants to know if banks require forms to show Powers of Attorney?
He asks if he can name multiple beneficiaries on his IRA?
And we are still feeling very, very blessed

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 6, 2025 – More than Money Live (!) Remote raising funds for Folds of Honor – Folds of Honor Radiothon continues through 9/11 at our MtM World Headquarters – Please help Folds by going to our website www.MoreThanMoneyOnline.com

Gene Dickison — Wed, 06 Aug 2025 14:00:00 +0000

Gene and Alyssa answered questions, greeted friends and clients, and accepted contributions!

And we are still feeling very, very blessed

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 2, 2025 – Alyssa and her family return safely from their voyage across the world – Stock markets show volatility in face of jobs report and Federal Reserve actions – Scammers are out to take your life savings!

Gene Dickison — Sat, 02 Aug 2025 14:00:00 +0000

Gene and Alyssa answer questions including:

He asks for us to explain the basics of a reverse mortgage?
He is a retiring school teacher and wants to know how to accept his pension?
She wants to know if a specific annuity would be a good investment for her?
He shares that State Farm is not accepting Umbrella liability policies at this time. Why?
And we are still feeling very, very blessed

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.

July 26, 2025 – Thank you all for your love and support as we remember Diane’s dad, Jim Hinton – Alyssa and her family travel the world – thoughts and prayers for their continued safety – We helped raise $236,000 for Animals in Distress – thanks to you!

Gene Dickison — Sat, 26 Jul 2025 14:00:00 +0000

Gene flies solo and answers questions including:

He is moving to Florida. Should he sell his house or rent?
She wants to gift money to her two sons. One son asks to clarify the rules and the taxes?
He asks if putting assets into a trust avoids estate taxes?
She wants to know if she should take $100,000 from her IRA to help her son buy a house?
And we are still feeling very, very blessed

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.

July 19, 2025 – Upon the passing of Diane’s father, Jim Hinton, we celebrate his life – Thank you to everyone for your prayers – We will miss him so until we are all together again

Gene Dickison — Sat, 19 Jul 2025 14:00:00 +0000

Gene flies solo and answers questions including:

He asks how the BBB will affect his social security since he is still working at age 70?
She asks when to sell poorly performing stock – before or after dividend payments?
She asks if her brother is doing the right thing by giving their mom stock to sell?
She wants to know if she should keep the IRA her dad left her or give it ‘back’ to her mother?
And we are still feeling very, very blessed

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.

July 12, 2025 – Happy Birthday to Annabelle’s momma, Ali! – Invest in You Ran for LAMN – Thank you to everyone who came out and supported LAMN! – Broad stock market returns continue impressive runs

Gene Dickison — Sat, 12 Jul 2025 14:00:00 +0000

Gene and Alyssa answer questions including:

He asks if what’s going on in Washington D.C. affects how we invest money for clients?
She wants to know if at age 75 she can get help investing a modest amount of money? (Yes!)
He wants to know how Medicaid ‘claws back’ gifts that were made before needing care?
He wants to know how the new BBB ‘senior deduction’ will work for him and his bride?
And we are still feeling very, very blessed

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.

July 5, 2025 – Happy 4th of July! Big Beautiful Bill signed by President Trump! – Invest in You Runs for LAMN on July 10th – Come and join us! – Three major stock market indexes rise significantly this week

Gene Dickison — Sat, 05 Jul 2025 14:00:00 +0000

Gene and Alyssa answer questions including:

He asks what is probate and what should he do to help his family when he passes?
Her advisor says move from stocks to bonds. We absolutely disagree.
She wants to know if she can join her husband in early retirement?
Should his parents give him details of their retirement plans? (None of his business!)
And we are still feeling very, very blessed

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 28, 2025 – Invest in You Runs for LAMN on July 10th – Come and join us! – Three major stock market indexes rise significantly this week – Ceasefire brokered between Iran and Israel after the U.S. acts

Gene Dickison — Sat, 28 Jun 2025 14:00:00 +0000

Gene and Alyssa answer questions including:

He wants to know if QCDs are also exempt from NJ income tax (spoiler alert – no!)
She wants to know if it would benefit her children for her to put her Co-op into a trust?
He is 81 and widowed. Does he get a S/S survivor benefit?
Her ‘advisor’ just called her for the first time in two years. What should she do?
And we are still feeling very, very blessed

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 21, 2025 – Alyssa Flies ‘Solo’ – Not Really! – Gene and Nazareth Alum, Andrew Young, bring a team to support Nazareth Football – Continued prayers for everyone around the world as conflicts continue

Gene Dickison — Sat, 21 Jun 2025 14:00:00 +0000

Alyssa welcomes special guests:

Mark Bacak – Social Security and Medicare expert extraordinaire
Mike Pompei – Life Insurance and Long Term Care planning partner
Keith Strohl – Estate Planning and Elder Law attorney
Real financial advisors do way more than invest money
And we are still feeling very, very blessed

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 14, 2025 – Pray for all people touched by the Israel-Iran conflict – 250th birthday of the U.S. Army! – Happy Father’s Day!

Gene Dickison — Sat, 14 Jun 2025 14:00:00 +0000

Gene and Alyssa answer questions:

He asks if the rumors of a $750.00 check to seniors are true?
He asks how a non-profit must handle an inherited IRA?
He is 73, retiring, and has to choose (1) of (3) options on his 401(b). Is it really that hard?
Is investment diversification still just stocks, bonds, and cash?
And we are still feeling very, very blessed

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 7, 2025 – Bobby Gunther Walsh raises more than $134,000 for LLS! Visionary of the Year! – D-Day – 81 years since Uncle Earl died on Normandy Beach – Markets continue their most remarkable rebound from Spring sell-off

Gene Dickison — Sat, 07 Jun 2025 14:00:00 +0000

Gene and Alyssa answer questions:

He asks if his social security claiming strategy makes sense?
She asks if they will get a refund after his employer took out ‘way too much tax’?
She is very upset that her sister (mom’s executrix) is following the will instead of what she wants!?!
They ask if setting up 529 plans for their grandchildren is the best way to help?
And we are still feeling very, very blessed

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 31, 2025 – Millennial couple say housing market is a scam – they are so, so, so wrong – Internet tells you how much to save for retirement – they are so, so, so wrong – MtM continues to raise funds for LLS – please go to our website

Gene Dickison — Sat, 31 May 2025 14:00:00 +0000

Gene and Alyssa answer questions:

He asks if he can move funds from an irrevocable trust into a standard account?
She is widowed and moving her husband’s IRAs to her IRAs. Is she doing it right?
He is 81 with no debt and $240,000 in mutual funds. Is there something better he should be doing?
They are soon to retire. Do we have tips for them to enjoy a satisfying retirement?
And we are still feeling very, very blessed

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 24, 2025 – MtM Supports Bobby Gunther Walsh for Leukemia/Lymphoma Society Radiothon – Alyssa’s Invest In You (IIY) Yoga Event raises $4,000.00 for LLS! – MtM plays golf for Bright Hope Pregnancy Centers today

Gene Dickison — Sat, 24 May 2025 14:00:00 +0000

Gene and Alyssa answer questions:

He and his wife have some physical concerns. Can they write off a hot tub on their income taxes?
She turns 73 in a month and wants to understand her RMD requirements and options?
He got an invite to a financial workshop dinner. Is the company playing it straight?
They rolled over her 401(k) into a Roth IRA – or did they?
And we are still feeling very, very blessed

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 17, 2025 – MtM Supports Bobby Gunther Walsh for Leukemia/Lymphoma Society Radiothon – Live at the Borderline Restaurant – Invest in You Yoga at the More than Money World Headquarters

Gene Dickison — Sat, 17 May 2025 14:00:00 +0000

Gene and Alyssa answer questions:

He will stop watching my show since we disagree on tariffs and President Trump! Too bad for him.
She wants to know if her advisor messed up or did her accountant mess up?
He is the executor of his mom’s estate. His brother died before receiving his share. Now what?
She and her ex-husband are remarrying. Should she go back on the deed to their home?
And we are still feeling very, very blessed

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 10, 2025 – MtM Supports Bobby Gunther Walsh for Leukemia/Lymphoma Society Radiothon – More than Money Live Saturday the 17th at the Borderline Restaurant – Invest in You Yoga on May 17th at the More than Money World Headquarters

Gene Dickison — Sat, 10 May 2025 14:00:00 +0000

Gene and Alyssa answer questions:

He wanted to get out of the market and his advisor did not return his calls!
She wants investments that reflect her values. Is that going to work?
He put his home into an irrevocable trust. What happens when the kids want to sell?
She wants a financial advisor, but doesn't want to invest with the advisor. Now what?
And we are still feeling very, very blessed

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 3, 2025 – MtM Team Returns from Arizona Research Trip – Stock market averages move ahead for the 3rd week of 4 – If it’s spring it must be time for golf

Gene Dickison — Sat, 03 May 2025 14:00:00 +0000

Gene and Alyssa answer questions:

Her advisor does not the rules for her RMD. This is very bad!
She finds her work life intolerable. Is she the reason?
He asks how to protect his two children with alcohol additions within his estate?
She asks if her husband should invest his inheritance the way she thinks is right?
And we are still feeling very, very blessed

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 26, 2025 – Stock Markets Rebound 10% in 3 Weeks – Elsie Frey of Nazareth celebrates her 105th birthday! – Gene and the MtM Team travel to Arizona

Gene Dickison — Sat, 26 Apr 2025 14:00:00 +0000

Gene and Alyssa answer questions:

He asks how best to time the stock market? (Spoiler alert – you can’t)
He asks how social security benefits change from age 67 to age 70?
He asks us to convince his wife to move to a smaller home? (Spoiler alert – we can’t)
He asks where to invest $100,000? (Spoiler alert – it depends)
And we are still feeling very, very blessed

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, 2025 – Easter! Have a Glorious Day Filled with Love and Gratitude! – Tariffs and Markets Continue to be in the Headlines – Young lady from Delaware brings us an excellent set of questions

Gene Dickison — Sat, 19 Apr 2025 14:00:00 +0000

Gene and Alyssa answer questions:

She asks if she should leave her IRA to one beneficiary and have him split out the shares?
He asks if he needs to set up a special account when naming his grandchildren as beneficiaries?
She asks if we are fiduciaries (yes)? She asks if we advise same-sex couples (yes)?
She asks how inheritance taxes are calculated when heirs are in multiple states?
And we are still feeling very, very blessed

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 12, 2025 – Tariffs and Stock Market Surges 5% for the Week! – Won’t Make the April 15th Income Tax Deadline – What Do You Need to Know? – Wisconsin based car dealer calls in with excellent question

Gene Dickison — Sat, 12 Apr 2025 14:00:00 +0000

Gene and Alyssa answer questions:

She asks what happened to the cost basis in her home when her husband died?
He asks if he should convert his $800,000 IRA to a Roth IRA at age 58??
His daughter is a full-time student. Her internship paid her $4,000. Can she do an IRA?
He asks why and how to report gifts more than $18,000 in a year?
And we are still feeling very, very blessed

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 5, 2025 – Tariffs and Stock Market Declines – What Do You Need to Know? – Won’t Make the April 15th Income Tax Deadline – What Do You Need to Know? – Would you lock in 5.5% interest rates for 5 years?

Gene Dickison — Sat, 05 Apr 2025 14:00:00 +0000

Gene and Alyssa answer questions:

He asks if Long Term Care insurance benefits are tax deductible?
He asks what is his daughter’s cost basis on the home he gave her that his mom gave him?
He asks is the Presidential approval rating affects the stock market?
He asks about the mechanics of converting his IRA to a Roth IRA?
And we are still feeling very, very blessed

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.

March 29, 2025 – Baseball Returns and March Madness Marches On! – Gene gives good advice for 1st time job seekers – Would you lock in 5.5% interest rates for 5 years?

Gene Dickison — Sat, 29 Mar 2025 14:00:00 +0000

Gene and Alyssa answer questions:

She asks if a conservative investment portfolio could average 7% per year?
He asks what affect tariffs might have on the stock market?
They ask if they should add their daughter to their bank accounts or use ToD?
She asks if a fixed index annuity would be right for her and her husband?
And we are still feeling very, very blessed

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.

March 22, 2025 – March Madness – College Basketball and the Stock Market – Financial advisor steals client’s wife – that has to be a soap opera! – The IRS wins in court – twice!

Gene Dickison — Sat, 22 Mar 2025 14:00:00 +0000

Gene and Alyssa answer questions:

He asks how and when a financial advisor informs their advisor of fee payments?
She asks what waiver amount her widowed mom will receive when she sells her home?
He asks if the recent drop in Tesla stock is a buying opportunity?
She asks if a reverse mortgage can help her get her home repaired?
And we are still feeling very, very blessed

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.

March 15, 2025 – Stock Market Volatility Continues – Tariffs Seem to be the Challenge – Center for Animal Health and Welfare – Gunther’s Raising $100,000+ – Who knew that ‘Gronk’ and ‘Grok’ are not the same thing?

Gene Dickison — Sat, 15 Mar 2025 14:00:00 +0000

Gene and Alyssa answer questions:

He is recently retired and (understandably) concerned about the stock market?
His daughter battles addition. How can his estate plan protect her from herself?
She asked how an MtM ‘second opinion meeting’ works?
She asks if she should combine her other investments with her 401(k)?
And we are still feeling very, very blessed

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.

March 8, 2025 – Stock Market Volatility Has Some Investors Nervous – Our PBS39 Event on March 6th was a rousing success – What the heck are tariffs and how should we think about them?

Gene Dickison — Sat, 08 Mar 2025 15:00:00 +0000

Gene and Alyssa answer questions:

She and her brother own a rental property together. What happens when one passes?
She asks if she can work with a financial advisory and still keep her ‘fun’ stock account?
He asks how a financial advisor should respond when seeing a client’s loss of capacity?
She asks how capital gains are taxed?
And we are still feeling very, very blessed

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.

March 1, 2025 – Special Event – March 6th – Live Television Taping of More than Money at PBS39 – Want to be part of a live studio audience? – www.MoreThanMoneyOnline.com use the banner on our home page to register

Gene Dickison — Sat, 01 Mar 2025 15:00:00 +0000

Gene and Alyssa answer questions:

He asks if he can contribute stock into an IRA?
They gave a gift to their grandson. Their son ended up paying the tax. Is that right?
She wants to name friends as beneficiaries. What information does she need?
Two partners have made excellent real estate profits. How do they avoid the taxes?
And we are still feeling very, very blessed

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.

February 22, 2025 – Special Event – March 6th – Live Television Taping of More than Money at PBS39 – Only 6 seats left to be part of a live studio audience? – Email Gene@AskMtM.com to request your seats

Gene Dickison — Sat, 22 Feb 2025 15:00:00 +0000

Gene and Alyssa answer questions:

TurboTax gave him the wrong tax calculation until they fixed the program!
He asks if he can use QCDs and also deduct those contributions? (Sorry – no double dipping)
She is 82 and asks if it would be a good idea to spend down her IRA to help her son?
Senior center workshop on estate planning raises more questions than it answered?
And we are still feeling very, very blessed

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.

February 22, 2025 – Radio Show

Gene Dickison — Sat, 22 Feb 2025 15:00:00 +0000

February 15, 2025 – Special Event – March 6th – Live Television Taping of More than Money at PBS39 – Only 21 seats left to be part of a live studio audience? – Email Gene@AskMtM.com to request your seats

Gene Dickison — Sat, 15 Feb 2025 15:00:00 +0000

Gene and Alyssa answer questions:

She asks how to handle life insurance policies with grandkids as the beneficiaries?
She asks how to handle funds for her brother who is institutionalized?
Can she convert her inherited IRA RMDs into a Roth IRA?
She asks if there is an easy way to get out of her timeshare?
And we are still feeling very, very blessed

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.

February 8, 2025 – Special Event – March 6th – Live Television Taping of More than Money at PBS39 – Would like to be part of our guests and be part of a live studio audience? – Email Gene@AskMtM.com to request your seats

Gene Dickison — Sat, 08 Feb 2025 15:00:00 +0000

Gene and Alyssa answer questions:

He offers facts about the very first Super Bowl that were quite fascinating!
He asks how to transfer the family home from his mom to her kids?
He asks what options he has with his old 403(b)?
They want to help their son buy a home. How should they do and where should they get the money?
And we are still feeling very, very blessed

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.

February 1, 2025 – Special Event – March 6th – Live Television Taping of More than Money at PBS39 – Would like to be part of our live studio audience? – Email Gene@AskMtM.com to request your seats

Gene Dickison — Sat, 01 Feb 2025 15:00:00 +0000

Gene and Alyssa answer questions:

He offers insight into the viability of hydrogen as fuel to power cars.
He asks if his Home Owners’ Association can invest their capital away from a bank?
She asks if there is a way to invest in Bitcoin without taking so much risk?
She has over $160,000 in student loans. Can she get that amount reduced?
And we are still feeling very, very blessed

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.

January 25, 2025 – Special Event – March 6th – Live Television Taping of More than Money at PBS39 – Would like to be part of our live studio audience? – Email Gene@AskMtM.com to request your seats

Gene Dickison — Sun, 26 Jan 2025 03:00:00 +0000

Gene and Alyssa answer questions:

He asks how to sell stock with large capital gains and not pay income tax?
He asks how much we know about unemployment compensation? (Spoiler alert – not much!)
She is helping a neighbor who has not family to help her. Does she need a power of attorney?
He has questions about MtM having a conference room named after President Trump?
And we are still feeling very, very blessed

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.

January 18, 2025 – President Trump Inauguration Monday January 20, 2025 – Is it possible to know what the economy will do in 2025? – Bumble’s stock price fell 90% since 2021. What does that mean for you?

Gene Dickison — Sat, 18 Jan 2025 15:00:00 +0000

Gene and Alyssa answer questions:

She asks how long she should keep her income tax records?
They ask how much they can contribute to the Roth IRAs based on his income?
They want to know how to transition their investments into income as retirement comes near?
What are some actions to take early in 2025 rather than waiting?
And we are still feeling very, very blessed

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.

January 11, 2025 – What Should You Do Early in 2025 Rather than Waiting? – When is good news for the economy bad news for the stock market? – What advice would a happy, healthy 100 year old women give you?

Gene Dickison — Sat, 11 Jan 2025 15:00:00 +0000

Gene and Alyssa answer questions:

She asks what she must do to change the beneficiaries of her will?
They ask how to get complete retirement advice rather than just investments?
They ask if they should pay off their mortgage that carries a 1.99% interest rate?
She asks what to do with an annuity that was intended for her daughter who recently passed?
And we are still feeling very, very blessed

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.

January 4, 2025 – Wishing Everyone a Happy, Healthy, and Prosperous New Year!

Gene Dickison — Sat, 04 Jan 2025 15:00:00 +0000

Gene answers questions:

He asks if there is a way to ‘defer’ excess capital gains on the sale of their home?
They are asking what resources are available to guide them in the sale of their business?
He asks what the guidelines are for the new ‘Super’ Catch-Up provisions for a 401(k)?
He asks if he should take back stock he gave to his daughter?
And we are still feeling very, very blessed

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.