Podbean logo
  • Discover
  • Podcast Features

    Your all-in-one podcasting solution.
    Blog to Podcast

    Turn your blog into an engaging podcast.
  • Livestream

    High-performing audio live, without limits.
    Podcast Studio

    Easy-to-use audio recorder app.
  • Podbean AI

    AI-Enhanced Audio Quality and Content Generation.
    Podcast App

    The best podcast player & podcast app.
  • Ads Marketplace

    Join Ads Marketplace to earn money
    through sponsorship on your podcast.
    PodAds

    Manage your ads with dynamic ad insertion capability.
  • Apple Podcasts Subscriptions Integration

    Effortlessly publish and manage exclusive episodes for your
    Apple Podcasts subscribers directly from Podbean.

  • Live Streaming

    Receive livestream rewards from your audience and earn
    recurring income from your Fan Club membership.

  • All Arts Business Comedy Education
  • Fiction Government Health & Fitness History Kids & Family
  • Leisure Music News Religion & Spirituality Science
  • Society & Culture Sports Technology True Crime TV & Film
  • Live
  • How to Start a Podcast
  • How to Start a Live Podcast
  • How to Monetize a podcast
  • How to Promote Your Podcast
  • How to Use Group Recording
  • Log in
  • Start your podcast for free
  • Podcasting
    • Podcast Features
    • Livestream
    • Podbean AI
    • Blog to Podcast
    • Podcast Studio
    • Podcast App
  • Monetization
    • Ads Marketplace
    • Apple Podcasts Subscriptions Integration
    • Live Streaming
    • PodAds
  • Advertisers
  • Enterprise
  • Pricing
  • Discover
    • Log in
    Sign up free
More Than Money with Gene Dickison

More Than Money with Gene Dickison

Business:Investing

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! – Pennsylvania Independent newspaper is not ind

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! – Pennsylvania Independent newspaper is not ind

2024-06-29
Download Right click and do "save link as"

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 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.

view more

More Episodes

April 22, 2023 – You can now have your 401(k) professionally managed without moving it out of the company plan – We’re taking the MtM team to Savannah – Alyssa is very funny this week!
2023-04-22
April 15, 2023 – Tax Filing Deadline in Three Days! – We love to play in fund-raising golf tournaments – Let us know if you have an organization sponsoring a golf tournament
2023-04-15
April 8, 2023 – Happy Easter! He is Risen! – Have You Shared All Your Passwords with Your Spouse or Executor? – Have You Kept All Your Beneficiary Designations Up to Date?
2023-04-08
April 1, 2023 – Holy Week! March Madness! MLB Back! – Major Stock Market Indexes Up Three Weeks in a Row – Investing in the Stock Market While Limiting Risks?
2023-04-01
March 25, 2023 – We Raised $103,000 for the Puppies and the Kittens! – Major Stock Market Indexes Up Two Weeks in a Row – Federal Reserve Ups Rates Again
2023-03-25
March 18, 2023 – Center for Animal Health and Welfare Bowl-A-Thon! – SVB Bank Goes Under – Schwab Bank Gains $16.5 Billion in Assets – St. Patrick’s Day and March Madness!
2023-03-18
March 11, 2023 – Gene Celebrates His Birthday with his Live Radio Audience – John Rich Concert at SteelStacks to Benefit Folds of Honor – Silicon Valley Bank Goes Under!
2023-03-11
March 4, 2023 – MtM Tax Team At Capacity for 2023 – No Additional New Clients – John Rich Concert at SteelStacks to Benefit Folds of Honor – Andrew Young Celebrates His 18th Birthday Today!
2023-03-04
February 25, 2023 – New Rules for Inherited IRAs? – Is More than Money Patriarchal or Matriarchal? – And . . . What pronouns are we supposed to use in the World Headquarters?
2023-02-25
February 18, 2023 – In What Food Category is ‘ESG’ the Key Ingredient? – Schwab 1099s Available Online, Snail Mail on the Way – What the Heck Direction Are Interest Rates Going?
2023-02-18
February 11, 2023 – Jon Weimer Makes His Radio Debut to Rave (Raving Mad?) Reviews – Super Bowl and Valentine’s Day! – What the Heck is ESG Investing Anyway?
2023-02-11
February 4, 2023 – 500,000 Jobs Created in January – Fed Raises Key Rate 0.25% – Tax Season in Full Swing – Gather Your Docs and Drop Them Off! – Pensions – Monthly Payments or Lump Sums
2023-02-04
January 28, 2023 – Philadelphia Eagles! – Stock Markets Have Excellent Week – Good Start to 2023 – Start Saving for Retirement at Age 50!
2023-01-28
January 21, 2023 – 4.5% and 5.25% rates are available, but are they a good idea? – January Newsletter Hitting the Streets Next Week – Subscribe and Let Us Know What You Think! – New Rules for Inherited IRAs – And New Rules for RMDs – Lucky American Taxpay
2023-01-21
January 14, 2023 – Stock Markets Up Sharply in the New Year (ok – for 11 days – keep calm)! – Jonathan Weimer Joins MtM as Our Newest Financial Advisor! – MtM Tax Clients Be Sure to Review Super Important Email!
2023-01-14
January 7, 2023 – Stock Markets Up Sharply in the New Year (ok – for 4 days)! – Jonathan Weimer Joins MtM as Our Newest Financial Advisor! – MtM Tax Clients Be Sure to Review Super Important Email!
2023-01-07
  • ←
  • 1
  • 2
  • 3
  • 4
  • 5
  • →
0123456789101112131415

Get this podcast on your
phone, FREE

Download Podbean app on App Store Download Podbean app on Google Play

Create your
podcast in
minutes

  • Full-featured podcast site
  • Unlimited storage and bandwidth
  • Comprehensive podcast stats
  • Distribute to Apple Podcasts, Spotify, and more
  • Make money with your podcast
Get started

It is Free

  • Podcast Services

    • Podcast Features
    • Pricing
    • Enterprise Solution
    • Private Podcast
    • The Podcast App
    • Live Stream
    • Audio Recorder
    • Remote Recording
    • Podbean AI
  •  
    • Create a Podcast
    • Video Podcast
    • Start Podcasting
    • Start Radio Talk Show
    • Education Podcast
    • Church Podcast
    • Nonprofit Podcast
    • Get Sermons Online
    • Free Audiobooks

  • MONETIZATION & MORE

    • Podcast Advertising
    • Dynamic Ads Insertion
    • Apple Podcasts Subscriptions
    • Switch to Podbean
    • YouTube to Podcast
    • Blog to Podcast
    • Submit Your Podcast
    • Podbean Plugins
    • Developers

  • KNOWLEDGE BASE

    • How to Start a Podcast
    • How to Start a Live Podcast
    • How to Monetize a Podcast
    • How to Promote Your Podcast
    • Mobile Podcast Recording Guide
    • How to Use Group Recording
    • Podcast Advertising 101

  • Support

    • Support Center
    • What’s New
    • Free Webinars
    • Podcast Events
    • Podbean Academy
    • Podcasting Smarter
    • Badges
    • Resources

  • Podbean

    • About Us
    • Podbean Blog
    • Careers
    • Press and Media
    • Green Initiative
    • Affiliate Program
    • Contact Us
  • Privacy Policy
  • Cookie Policy
  • Terms of Use
  • Consent Preferences
  • Copyright © 2015-2024 Podbean.com