Your financial well-being is what we focus on every minute of every business day. This is what you should expect from working with MtM Financial Group.
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Von Gene Dickison
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August 31, 2024 – Remember 9/11 – Folds of Honor Radiothon Begins September 5th! – To Pledge to Folds – Go to the Banner at www.MoreThanMoneyOnline.com – Thank you for helping us help the families of our ...
Gene and Alyssa answer buckets o’ questions: She asks what happens if a child passes before a parent, but is still named in the will? He is 81 and wonders how to invest $275,000? He is 70 and asks if he should move his investments out of the stock market until things ‘settle down’? He is asking where he can get information about retiring to a count…
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August 24, 2024 – Remember 9/11 – Folds of Honor Radiothon Begins September 5th! – To Pledge to Folds – Go to the Banner at www.MoreThanMoneyOnline.com – Thank you for helping us help the families of our ...
Gene and Alyssa answer buckets o’ questions: He turns 70 on October 12th. What is his best way to apply for social security? He is 81 and has always handled the family finances. Can we help give his wife peace of mind? She has $100,000 in short term bonds for her three sons. Should they stay there or is there a better investment? She is hoping some…
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August 17, 2024 – Veteran’s Benefits and Medicare – Lots to be learned – Lots of help available – Stock Market Volatility is Significant. How Should You React? – Our MtM Babies thank you all for your ...
Gene and Alyssa answer buckets o’ questions: He asks if his mom should pay off the loan she has against her life insurance policy? He asks if his investments should have out-performed the S&P 500? He and other family members will be inheriting his mother’s home. How does he get to own it all? She asks what to do about her son who will not repay a l…
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August 10, 2024 – TIAA-CREF Target of Class Action Law Suit – Long Term Fixed Annuities Still Have Rates Above 5% – But is that the right idea for you? – Our MtM Babies – Annabelle, Nico, Blake, and Ainsley ...
Gene and Alyssa answer buckets o’ questions: She asks if her son should pay ahead on his mortgage. Spoiler alert – it’s not the answer you might expect! She asks if a financial advisor and a tax advisor are the same? As you will expect – it depends! She is retiring from PSERS. Should she take her contributions out or leave them in? They have invest…
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August 3, 2024 – Nervous? 7 Tools and 7 Strategies To Invest Today and Sleep Well Tonight – Alyssa on the Hot Seat! – Super Hero Chad Rupprecht Recovering Beautifully from Knee Replacement Surgery! – Our ...
Gene and Alyssa answer buckets o’ questions: She and her husband disagree on how to split their estates. How do they resolve this? He asks about donating a life insurance policy to a charity? She finds the Social Security web site frustrating for securing her spousal benefits. What should she do? She is retiring and her pension is offering her a co…
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July 27, 2024 – Super Hero Chad Rupprecht Recovering Beautifully from Knee Replacement Surgery! – What impact will the election have on the economy and the markets? – Our MtM Babies – Annabelle, Nico ...
Gene and Alyssa answer buckets o’ questions: He asks if an executor is personally responsible for paying inheritance tax if the estate runs out of money? He is receiving money from an estate that he wishes to go to his nephew. Can he use a disclaimer? Social media says you should use an irrevocable trust for your family. True or false? She and her …
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July 20, 2024 – President Trump Survives Assassination Attempt. Keep him in your prayers! – Is the Protection Cost of a Buffered ETF worth the money? – Our MtM Babies – Annabelle, Nico, Blake, and Ainsley ...
Gene and Alyssa answer buckets o’ questions: He found out his partner has been lying to him about her finances for years. Should he stay? He retired and started consulting. Can he set up a retirement plan? He doesn’t want a 529 plan for either of his young children. Is he right? She made a gift to son and daughter-in-law. Did she do it right? Lots …
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July 13, 2024 – Chad Rupprecht recovering from knee replacement surgery. Keep him in your prayers! – LAMN Event – $2,000 Raised! Annabelle makes her 5K debut! Great people! – Our MtM Babies – Annabelle ...
Gene and Alyssa answer buckets o’ questions: Her advisor isn’t a good fit. How does she find one that is? Is umbrella liability insurance a good idea? He asks if AI (Artificial Intelligence) will benefit big or small companies more? She asked another advisor about ‘buffered ETFs’ and he had no idea. What gives? Lots more . . . Free Second Opinion M…
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July 6, 2024 – Happy July 4th! Independence Day! Let Freedom Ring! – LAMN Event July 11th 5K – Run, Walk, Roll or just come out for a great time and meet Annabelle! – Seniors are being taken in by SCAMS ...
Gene and Alyssa answer buckets o’ questions: He wants to know if he should pay off his mortgage early (spoiler alert – yes!)? He asks if Pennsylvania taxes the gains on the sale of personal residences? She wants to know if a recession is coming and what to do if it is? She believes Social Security is a right provided to us by the Constitution (spoi…
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June 29, 2024 – Sarah and Jon Weimer welcome twin daughters, Blake and Ainsley! Mom and babies all doing well – LAMN Event July 11th 5K – Run, Walk, Roll or just come out for a great time and meet Annabelle ...
Gene and Alyssa answer buckets o’ questions: How secure is Social Security? He and his son are beneficiaries of a pension plan. What are their options? Should one of his children use MtM Financial as their financial advisor? Her top priority is getting her home and property to her son. What steps should she take? Lots more . . . Free Second Opinion…
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June 22, 2024 – LAMN Event July 11th 5K – Run, Walk, Roll or just come out for a great time and meet Annabelle! – Our friend, Bobby Gunther Walsh, celebrates 40 years on WAEB AM790! – One of the most detailed ...
Gene and Alyssa answer buckets o’ questions: Gene’s friend, Rook, has questions about foreign currencies? Bob was surprised at the tax treatment of U.S. treasuries. She wants to know how the ‘look-back period’ works for gifts and Medicaid. How do they navigate the journey from their current home to a down-sized home? Lots more . . . Free Second Opi…
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June 15, 2024 – LAMN Event July 11th 5K – Run, Walk, Roll or just come out for a great time and meet Annabelle! – Reduce your financial stress, worry, and anxiety and increase your peace of mind – Is there ...
Gene answers buckets o’ questions: What are the mechanics of converting from an IRA to a Roth IRA? What are the mechanics of initiating withdrawals from a Rollover IRA? What are the mechanics of keeping Medicare premiums as low as possible? Should his wife be the beneficiary of his accounts or the joint owner? Lots more . . . Free Second Opinion Me…
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June 8, 2024 – Elaine Zelker Raises More than $105,000 for LLS – Visionary of the Year! – Tails of Valor Golf Tournament – Great People, Great Food, and Best of All – Great Dogs! – LAMN Event July 11th ...
Gene and Alyssa answer buckets o’ questions: What are the rules for making gifts to children to then qualify for Medicaid? Is a rollover from a 529 plan into a Roth IRA taxable on your PA return? How can he gift money to his children from his IRA without paying income taxes? Her annuity earned 5% in 12 years. How is such bad performance even possib…
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June 1, 2024 – Long Term Care Insurance Strategy That Might Be the Right Answer for You! – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banner on our More than Money web ...
Gene and Alyssa answer buckets o’ questions: What amount can a husband and wife deduct on their PA income tax for 529 contributions? He wants to work after he reaches full social security. Will he just lose it all to taxes? He asks how to choose a financial advisor and what to expect from that advisor? They are in their 80’s with IRAs. What happens…
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May 25, 2024 – Memorial Day – Remembering Those Who Died for Our Freedoms – RMDs for Inherited IRAs not Required in 2024, but should you take them anyway? – Elaine Zelker – Leukemia Lymphoma Society Visionary ...
Gene and Alyssa answer buckets o’ questions: Should he take a big block of money out of his IRA to pay cash for an investment property? She’s doing lots of good things at age 36, but is she really ‘all over the place’? He would like the peace of mind of paying off his mortgage. Is it really a good idea? Why won’t Gene just send out information on R…
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May 18, 2024 – Gene and Alyssa’s babies – very young, and not so young doing very well indeed! – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banner on our More than Money ...
Gene and Alyssa answer buckets o’ questions: Should he take $250,000 out of his 401(k) to pay off his sons’ student loans? She is wrapping up her small business. Should she sell now or when she retires? He is 79 with a large IRA. His wife has never had an IRA. What happens to her when he dies? She inherited and IRA in 2015. Does the ten year rule a…
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May 11, 2024 – MtM Team Returns from a National Conference of Financial Advisors – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banner on our More than Money web site ...
Gene and Alyssa answer buckets o’ questions: Her Long Term Care Insurance premiums are through the roof! What should she do? He wants a meeting to see if we are a good fit? Is that the right attitude to start? You bethcha! He likes our shows even though we don’t always agree. Is that ok? You bethcha! She wants to know the best strategies for buying…
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May 4, 2024 – Baby Updates: Nico, Annabelle, the Twins. News flash – Alyssa not expecting – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banner on our More than Money ...
Gene and Alyssa answer buckets o’ questions: What does it mean for an investor when a company does a stock buy-back? She is named in a will and doesn’t want to be. How can she get herself removed? How can someone make a tax-free donation from their IRA? Will this widow be able to safely retire? Lots more . . . Free Second Opinion Meetings Meet with…
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April 27, 2024 – Income Tax Planning and (Hopefully) Tax Reduction Strategies – 12 Strategies – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banner on our More than Money ...
Gene and Alyssa answer buckets o' questions: Is it ok with the IRS if business owners just pick their salaries? What is the penalty if you need to cash in an I-Bond early? How do mutual fund or exchange traded funds impact the returns an investor might see? If most of your assets are in IRAs should you also set up a trust for your kids? Lots more .…
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April 20, 2024 – LLS – Leukemia Lymphoma Society – Women Visionary Elaine Zelker and Kristine Ortiz – Elaine Needs Help To Raise Funds for LLS – Go to our website and click on the banner – Kristine shares ...
Gene and Alyssa answer buckets o' questions: He asks if the advisor is trying to pull a fast one? If he retires at age 57 can he take cash from his 401(k) without paying a penalty? She just wasn’t that impressed with Gene the first . . . or second time. Was the third time a charm? Will selling one fund at a loss cut the taxes on the sale of a secon…
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April 13, 2024 – Tax Deadline – Monday the 15th – Be patient and polite when picking up your returns – President Donald Trump in the Lehigh Valley with thousands in the audience – Thomas Jefferson’s Birthday ...
Gene and Alyssa answer buckets o’ questions: He is making a gift of land to his church. What’s the right way to do that? She asks if leasing a car would be wrong for her? They are both teachers and a salesman at school says they should buy life insurance. Should they? Is the 529 plan he set up for his grandson really out of his estate? Lots more . …
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April 6, 2024 – It Is Now, Officially, File a Tax Extension Time! – Easter Sunrise Service at Blue Ridge Winery – Inspiring! – Stock Markets Showing Real Volatility – Which Way Will It Go?
Gene and Alyssa answer buckets o’ questions: He asks if inflation is the reason the stock market is going up? Her friend is disabled and approaching 65. When should he apply for Medicare? The family wants to gift money to a special needs granddaughter. How should they best do that? Is a month too long for a transfer from a 401(k) to an IRA? Lots mo…
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March 30, 2024 – Easter! The Most Joyous Day of the Year! – Alyssa abandons Gene to struggle along on his own as she parties! – You may find out that someone else may have already filed ‘your’ tax return ...
Gene answers buckets o’ questions: Should a student in high school with $1,742 of income file a tax return anyway? (Spoiler alert – Yes!) How do the Bitcoin ETFs work? Why has Vanguard said they won’t offer one? What should you do if your financial advisor is ‘bought out’ by a huge national firm? Is it possible he might still get an old pension fro…
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March 23, 2024 – Pennsylvania Inheritance Tax Can Be a Shocker – Include Your Pets in Your Estate Planning – Salesmen Hype Buying Gold with a 2.74% Average Annual Return for 15 Years
Gene and Alyssa answer buckets o’ questions: Should a student in college with no income file a tax return anyway? (Spoiler alert – Yes!) She is retiring in September. Will her husband get a bump in his social security? What will the capital gains rates be in the future? (Spoiler alert – no one has a clue!) Is it possible to pre-plan your funeral wi…
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March 16, 2024 – Thank You for Gene’s Birthday Well Wishes and Prayers for Baby Annabelle! – More than $12,000 raised for our More than Money Foundation for American Values – Thank you to each and every ...
Gene and Alyssa answer buckets o’ questions: How does a QCD (Qualified Charitable Distribution) affect his income taxes? What are the pros and cons of the various ways to own gold as an investment? Will she get a share of his inheritance ($1 million) should they get a divorce? He wants to understand the basics of saving and investing. Lots more . .…
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March 9, 2024 – Gene’s Birthday Event at the More than Money World Headquarters – Megan hands out Birthday cupcakes for everyone! – Thank you for supporting our More than Money Foundation for American ...
Alyssa takes charge and is joined by: Chad Rupprecht – financial advisor and a super hero in a fleece vest Greg Grillo – financial advisor, superstar golfer, and Abby’s dad Melissa Boyer – assistant operations director makes her radio debut! Our audience – the best in America! Lots more . . . Free Second Opinion Meetings Meet with a More than Money…
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March 2, 2024 – Save the Date! March 9th Live Radio Show from the More than Money World Headquarters! See event banner www.MoreThanMoneyOnline.com – Gene’s daughter delivers Annabelle Hope on February ...
Gene and Alyssa answer lots of listener questions: Should he roll his IRAs into his U.S. government TSP program? How can she set up her stock holdings so they go directly to her sons? Is it too late to save their home? His advisor wants to charge him $265/hour for a financial plan. Is that reasonable? Lots more . . . Free Second Opinion Meetings Me…
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February 24, 2024 – Save the Date! March 9th Live Radio Show from the More than Money World Headquarters! – Gene’s daughter is expecting a daughter of her own – very shortly! – We are planning a More ...
Gene and Alyssa answer lots of listener questions: She is looking for ways to supplement their social security income. Why won’t he help? He thinks he will save a ton of money if he fires his financial advisor. Is he right? Their son is serving in the Marines and may have messed up his PA tax return. Can we help? Medicaid might take the family home…
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February 17, 2024 – Callers with Questions from Colorado and Arkansas! – What should you expect from your financial advisor? – Who should correct an employee’s wrong W-4?
Gene and Alyssa answer lots of listener questions: They have two grown children they want to help. IRAs? He shifted from employee to self-employed. How does he save for retirement? She wants to move $25,000 each into 529 plans for her 4 grandchildren. What’s the best strategy? What records should you keep when you make improvements to your home? Lo…
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February 10, 2024 – Happy Birthday to Alyssa! Congratulations to Juliana on her confirmation! – Is your money safer in an IRA or a 401(k)? – Is home title lock insurance important?
Gene and Alyssa answer lots of listener questions: He has a tenant who can’t pay his rent due to health issues. How can help? How does she know the cost basis of a stock she got through a stock split? What can he do about a fraudulent $1,000 charge on his debit card? Should he roll his old 401(k) into his current 401(k)? Lots more . . . Free Second…
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February 3, 2024 – Gene blurts out, ‘I love you!’. And 20 life tips from the world’s happiest 100 year olds! – Some advisors seem to be copying More than Money – Not a surprise, really – Should investors ...
Gene and Alyssa answer lots of listener questions: Their son (54) does not handle well. Is putting his sister in charge the best idea? Is splitting a portfolio into stocks and index ETFs a sound diversification strategy? Will a revocable trust protect her when her significant other passes? The bank gave this elderly man bad IRA advice when his wife…
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January 27, 2024 – Hear Gene’s Advice to Fathers Wanting to Help Their Daughters – Grant Cardone says real estate is safer than a savings account. What?!?! – Lots of questions around the topic of Special ...
Gene and Alyssa answer lots of listener questions: Is it possible for grandmother to help her grandchildren become millionaires? She has done amazingly well, but at age 71 she now wants a financial advisor. How does she find one? Is it a good idea to move an IRA into a credit union CD? Does Point Phillip Hotel really have the best brisket around? L…
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January 20, 2024 – Listener is Extremely Disappointed in Gene – in the nicest way possible – Ken Fisher is very wealthy, but some experts says he’s not acting as a fiduciary! – Is there a resource that ...
Gene and Alyssa answer lots of listener questions: Social Security offered him a lump sum with a lower monthly benefit. Good idea? How does he know what taxes to withhold from his social security benefit check? His wife’s annuity pays 2% and is finally – after 7 years – maturing. What should she do with the funds? They’ve had their life insurance p…
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January 13, 2024 – Bitcoin ETFs – Yes or No? – Presidential Election Primaries Begin! – Gene Applies for Social Security – Excellent Experience!
Gene and Alyssa answer a few listener questions, but mostly say thank you over and over: Are there some things he should know about buying a new truck? Is he being scammed on a boat buy out of Florida? Does it ever make sense to take social security before age 70? Since IRAs have less protection than 401(k)s should we avoid rolling funds over into …
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January 6, 2023 – Happy New Year! What ways can you protect your investments in 2024? – December jobs report quite good at 216,000 added jobs – California sees $68 Billion deficit as financial policies ...
Gene and Alyssa answer a few listener questions, but mostly say thank you over and over: He needs to understand how income funds can produce dividends, but do so poorly overall? She asks how she should make changes to her will? He and his wife own I-bonds and want to know if they should keep them? He wants to know how to go about ‘being the bank’ a…
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December 30, 2023 – Happy New Year! Let’s Make 2024 a Great Year from Start to Finish! – What does ‘poo poo ka ka’ mean and is really translated from Yiddish? – What are the very best stock mutual funds ...
Gene and Alyssa answer a few listener questions, but mostly say thank you over and over: Mom’s 7 year annuity matures in February. What should she do next? He’s married, but only he is on the deed to their home. If they sell, what are the tax implications? Has MtM handled any lottery winners? (spoiler alert – yes!) Does the S&P 500 have enough ‘for…
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December 23, 2023 – Merry Christmas! – The gift of salvation is needed now more than ever! – Watch Gene’s favorite ‘A Christmas Carol’!
Gene and Alyssa answer a few listener questions, but mostly say thank you over and over: How does he find a quality advisor for a friend who lives out of state? Does she owe tax on a $150,000 inheritance she received from a friend? Should he pay off his mortgage or secure an annuity to do that over time? Her daughter is 27. Can she set up an appoin…
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December 16, 2023 – Stock Market History – 2023 Tax Return Preparations – Retirement Plan Changes in 2024 & More
Alyssa Young is your host this morning. She shares historical stats about stock market performance—including average returns before and after presidential elections—and lots of information to prepare you for your 2023 income tax return. She also outlines the 2024 changes to retirement plan contribution limits, income tax brackets, Medicare premiums…
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December 9, 2023 – IIY Holiday Hope Chest – 115 Christmas Boxes Packed for the Kids Who Need Us! – Presidents of Penn, Harvard, and MIT demonstrate incredible academic arrogance! – More than Money Newsletters ...
Gene and Alyssa answer a few listener questions, but mostly say thank you over and over: Suze is wrong. Suze says you should never lease a car. She is wrong. Should she use part of her retirement funds to pay off debt for her kids? She is on her way to happy, healthy, hundred, but is her advisor not up to the task? He knows his daughter will blow t…
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December 2, 2023 – Drive Around Christmas! – You Emptied My Wallet! – Almost $8,000 for the Children’s Home!
Gene and Alyssa answer a few listener questions, but mostly say thank you over and over: How does she elect her inherited Roth IRA distributions by the deadline? Should he use part of his $1.4 million IRA while waiting to take Social Security at age 70? Her daughter and her fiancé have tons of student debt. Can they still meet with a financial advi…
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November 25, 2023 – Drive Around Christmas on December 2nd! Empty Gene’s Wallet for the Children! – Invest In You (IIY) – December 6th – Holiday Hope Chest Gift Wrapping – Year-end tax savings tips
Gene and Alyssa answer tons of listener questions: They have $90,000 in a 529 plan for their son. Should they add more? He is retiring with $360,000 in his 401(k). Should he invest in annuities? A young man wants to take over the company 401(k), but he only has an annuity license – what does that mean? How can you tell if an advisor really is a fid…
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November 18, 2023 – Happy Thanksgiving! Drive Around Christmas on December 2nd! – Invest In You (IIY) – December 6th – Holiday Hope Chest Gift Wrapping – Convert your paper savings bonds to electronic ...
Gene and Alyssa answer tons of listener questions: Are money markets the same as bank accounts? How does a reverse mortgage work if the owner goes into a nursing home? Has her bond fund really lost 20% in three years? He loaned $10 to his college roommate 50 years ago – can he still get that back with interest? Lots more . . . Free Second Opinion M…
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November 11, 2023 – Veterans Day! Thank the Men and Women Responsible for our American Freedoms! – Mark Belcak, Greg Grillo, and Chad Rupprecht Join Us! – ‘Gold IRA’ dealer charged with $68,000,000 Fraud ...
Gene and Alyssa answer tons of listener questions: Are all annuity salespeople ‘slick’? How does he properly deduct his RMD QCDs to charity? Why would he not buy lots of stocks just before they pay their dividends? Mom had a life estate in her home that her three sons owned. She passed. How do they report taxes? Lots more . . . Free Second Opinion …
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November 4, 2023 – Beware! Some On-Line Tax Prep Companies are Sharing Your Tax Info with Facebook and Google! – Stock markets show life after three month slide – Sometimes clients pass away and it’s ...
Gene and Alyssa answer tons of listener questions: Vanguard is charging her $25.00 to process her RMDs?!?! He did two IRA rollovers within seven months. Is he in trouble with the IRS? What are the pros and cons of adding his new wife to the deed to his home? My financial advisor calls once a year and gets snotty when I want to take some of me money…
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October 28, 2023 – What to Do When a Loved One Dies – Monday’s Live Event – Stock Markets soft with Biden-omics keeping food and energy costs high – Where do you go for a solid return on your cash accounts ...
Gene and Alyssa answer tons of listener questions: Is this grandma helping her 5 grandchildren with college costs (food) getting in trouble with the IRS? She wants to know when she must take withdrawals and from which accounts? Can you use the cash value from a life insurance contract to fund an annuity? They are retiring at ages 69 and 66. What do…
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October 21, 2023 – 6 Customized Client Strategies – The Value of an Advisor – The 2024 Social Security COLA
Alyssa Young is your host today. She describes six strategies she’s helping clients develop for their unique circumstances. Alyssa also welcomes MtM senior financial advisor Mark Belcak at the top of the 9 o’clock hour to discuss a study that quantifies the value a financial advisor brings through four particular tactics: Routine portfolio rebalanc…
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October 14, 2023 – Prayers for the people of Israel and All victims of barbaric terrorism! – Free Second Opinions on Your Retirement Plans – Wish Megan a very Happy Birthday!
Gene and Alyssa answer tons of listener questions: Is there risk investing in a bond that offers 10% – 13% rates? At age 85 should he cash in his life insurance and use it to help the grandchildren? Will the income she gets from her IRA annuity count toward her RMD? How does she choose from four different pension options? Lots more . . . Free Secon…
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October 7, 2023 – What Does the House of Representatives do without a Speaker? – Where can you get solid advice on the best use of your social security benefits? – Is a ‘Medallion Guarantee’ the same as ...
Gene and Alyssa answer tons of listener questions: She was sold three (3) annuities and now finds they are not what she was sold. What now? They need to know the mechanics of a 529 educational fund so they can best help their grandchildren? His advisor has not done a good job. Can he still retire? Should she set up a gift of her home and retain a l…
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September 30, 2023 – Will the Government Shut Down and Give Us All a Break? – Is Digital Currency really on its way or just a sales gimmick for hucksters? – Why are we hearing ads on radio and tv for gold ...
Gene and Alyssa answer tons of listener questions: He wants to use his grandson’s 529 account to buy a car. What will the taxes/penalties be? Her home also contains a rental. How is this treated when she sells her home? Can he use the RMDs he gets from an inherited IRA to fund a Roth IRA? Her ex-husband needs her help. Can we answer some/all of her…
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