Advertise on podcast: More Than Money with Gene Dickison

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

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

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

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

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

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

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

Gene and Alyssa answered questions and explored important topics: Her husband’s pension still pays her $3,700 a month after his death.  How can this be? They were told by their advisor that ‘everything changes when you retire.  Is that right? He asks how to help his 39 year old daughter who is going through a rough patch? He wants to know how to get great advice without paying for it (kind of)? 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 ([email protected]) to schedule your time with us.

Gene and Alyssa answered questions and explored important topics: Her 27 year old son moved back in but refuses to share the bills.  Does he stay or go? They were told by their advisor to take social security at age 62.  Is that the right advice? Her son wants to inherit her lakefront cottage, but the maintenance is very high.  What to do? She asks how to set up her finances so she doesn’t run out of money? 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 ([email protected]) to schedule your time with us.

Gene and Alyssa answered questions and explored important topics: He asks if his wife should begin her social security benefits at age 68? She asks if she has options since her LTC insurance premiums rose to $11,000 per year? He asks if he should retirement with his wife or work two more years? She asks how to set up a Roth IRA for her granddaughter? 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 ([email protected]) to schedule your time with us.

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 ([email protected]) to schedule your time with us.

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 ([email protected]) to schedule your time with us.

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 ([email protected]) to schedule your time with us.

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 ([email protected]) to schedule your time with us.