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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.

Gene Dickison


    • May 24, 2025 LATEST EPISODE
    • weekly NEW EPISODES
    • 1h 17m AVG DURATION
    • 363 EPISODES


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    Latest episodes from More than Money

    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

    Play Episode Listen Later May 24, 2025


    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

    Play Episode Listen Later May 17, 2025


    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

    Play Episode Listen Later May 10, 2025


    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

    Play Episode Listen Later May 3, 2025


    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 – Radio Show

    Play Episode Listen Later Apr 26, 2025


    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

    Play Episode Listen Later Apr 19, 2025


    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

    Play Episode Listen Later Apr 12, 2025


    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 – Radio Show

    Play Episode Listen Later Apr 5, 2025


    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?

    Play Episode Listen Later Mar 29, 2025


    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!

    Play Episode Listen Later Mar 22, 2025


    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?

    Play Episode Listen Later Mar 15, 2025


    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?

    Play Episode Listen Later Mar 8, 2025


    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

    Play Episode Listen Later Mar 1, 2025


    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

    Play Episode Listen Later Feb 22, 2025


    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 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

    Play Episode Listen Later Feb 15, 2025


    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

    Play Episode Listen Later Feb 8, 2025


    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

    Play Episode Listen Later Feb 1, 2025


    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

    Play Episode Listen Later Jan 26, 2025


    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?

    Play Episode Listen Later Jan 18, 2025


    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?

    Play Episode Listen Later Jan 11, 2025


    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!

    Play Episode Listen Later Jan 4, 2025


    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.

    December 28, 2024 – Wishing Everyone a Happy, Healthy, and Prosperous New Year!

    Play Episode Listen Later Dec 28, 2024


    Gene and Alyssa answer questions: What would you do if you won a $1.2 Billion lottery? He has been disabled for 18 years.  Will his wife be able to retire. They have nearly all their investments in one stock.  Is this a tax nightmare? What online trading platform do we recommend?  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.

    December 21, 2024 – Merry Christmas and God Bless Us Everyone!

    Play Episode Listen Later Dec 21, 2024


    Gene and Alyssa answer questions: How can they protect the family home from Medicaid and keep it in the family? Why would a union require its members to report side jobs?  There may be a good reason. What are the 5 year rules for Roth IRAs and how do they work? Should they take out a home equity loan or take the money from their IRAs?  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.

    December 14, 2024 – MtM's Amazing Audience Helps Raise $27,220 for the Children's home of Easton – IIY Packing Shoe Boxes for Children – 120 Boxes Packed – Thanks to those great ladies – Merry Christmas Indeed!

    Play Episode Listen Later Dec 14, 2024


    Gene and Alyssa answer questions: Should they pay off their son's mortgage? Can they send their RMDs to their niece without taxes? He has 70 stock positions and wants to make things simpler for his heirs? He wants to know the capital gains rate on selling silver coins?  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.

    December 7, 2024 – MtM's Holiday Open House for the Children's Home of Easton – So many people, so much generosity, such yummy treats (thanks Stephanie!) – December 11th – IIY Packing Shoe Boxes for Children!

    Play Episode Listen Later Dec 7, 2024


    Gene and Alyssa answer only a few questions. Mostly they spent two hours: Greeting people Hugging people Thanking people Holding babies And 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.

    November 30, 2024 – Stock Markets Up Significantly Since Election – Save the Date – December 7th – MtM's Holiday Open House – Save the Date – December 7th: MtM's Holiday Open House – Save the Date – December 11th: IIY Pac

    Play Episode Listen Later Nov 30, 2024


    Gene and Alyssa answer buckets o' questions: She asks if her trust should be the beneficiary of her IRAs? He reports that the interest on his I-Bonds has dropped dramatically.  Should he go? She received a $4 million settlement and wants to know how to avoid ‘blowing it'? He asks if he can loan his daughter funds to pay off her mortgage and how best to do that? 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.

    November 23, 2024 – Thanksgiving!  We have so much to be thankful for – have a blessed day with loved ones! – Alyssa and Gene share more than a dozen year-end tax tips – Save the Date December 7th: MtM's Holiday Open House – Sa

    Play Episode Listen Later Nov 23, 2024


    Gene and Alyssa answer buckets o' questions: He asks best way to sell his father's home and invest for long term care and security? His previous financial company has not released his funds and it's 3 months.  What now? He wants to know if working part-time will increase his social security benefits? He wants to know the mechanics of moving money from a 529 to a Roth IRA? 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.

    November 16, 2024 – Trump Transition Raises Questions about Economic and Investment Expectations – Are you getting your financial information third hand from advisors you've never met? – Save the Date – December 7th – MtM's Holiday

    Play Episode Listen Later Nov 16, 2024


    Gene and Alyssa answer buckets o' questions: He asks how investment management fees are calculated and what they cover? They are moving from PA to NC and wonder if there are tax strategies to save on state taxes? He moved 50% of his account into gold.  Now he asks if that is a good idea? She wonders if it is necessary to change her investments every 90 days? 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.

    November 9, 2024 – New Market Highs After Trump Wins Election – 2025 Limits on Retirement Account Contributions – New Tax Clients Should Sign Up Now!

    Play Episode Listen Later Nov 9, 2024


    Post-Election Day, what happened to the stock market, and what did the Federal Reserve do? Your host Alyssa Young recaps these events and talks about myriad other topics, including: Get the new IRA and 401k contribution limits for 2025. If you're considering becoming an MtM tax client for your 2024 return, get on the list now. Learn what info we need. What happens to benefits if the Social Security trust fund is depleted? Should you take the 2024 RMD from an IRA inherited after 2020, even though the penalty is waived again this year? How much interest are I bonds paying these days? A personal finance columnist with a terminal illness reminds us to straighten up our affairs to help our survivors. A study says Generation X women have saved only 5% of what they think they need to retire. Also during the Nov. 9 show, Alyssa answers listeners' questions: Will lottery winnings increase my health insurance premiums? Which accounts should go to family vs. charities? How are assets used to pay for assisted living? What should I look for in a tax preparer? 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.

    November 2, 2024 – Radio Show

    Play Episode Listen Later Nov 2, 2024


    October 28, 2024 – Changes in 2025 for Social Security, Medicare & Income Taxes – Presidential Election Impact on Investments – Tips to Avoid Debt

    Play Episode Listen Later Oct 26, 2024


    Social Security & Medicare specialist Mark Bacak joins your host Alyssa Young to describe changes to Social Security and Medicare effective in 2025. If you have an Advantage plan or Part D drug plan, learn what you need to do before the open enrollment period ends Dec. 7. MtM financial advisor Chad Rupprecht phones in to help people put their anxiety into perspective about how the presidential election will affect the economy and their investments. Also during the Oct. 26 show: Alyssa shares highlights and tips about debt management from Dave Ramsey's appearance on the Tucker Carlson podcast. Get the new tax brackets, deductions and gift & estate tax exemptions for 2025. Alyssa answers listeners' questions: What are my options to give money to my granddaughter? What is the process for avoiding taxes when using pre-tax retirement funds for tithing? Can my wife and I combine our IRAs for convenience? Does it matter which 529 plan I use for my grandchild who lives in another state? 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.

    October 26, 2024 – Changes in 2025 for Social Security, Medicare & Income Taxes – Presidential Election Impact on Investments – Tips to Avoid Debt

    Play Episode Listen Later Oct 26, 2024


    Social Security & Medicare specialist Mark Bacak joins your host Alyssa Young to describe changes to Social Security and Medicare effective in 2025. If you have an Advantage plan or Part D drug plan, learn what you need to do before the open enrollment period ends Dec. 7. MtM financial advisor Chad Rupprecht phones in to help people put their anxiety into perspective about how the presidential election will affect the economy and their investments. Also during the Oct. 26 show: Alyssa shares highlights and tips about debt management from Dave Ramsey's appearance on the Tucker Carlson podcast. Get the new tax brackets, deductions and gift & estate tax exemptions for 2025. Alyssa answers listeners' questions: What are my options to give money to my granddaughter? What is the process for avoiding taxes when using pre-tax retirement funds for tithing? Can my wife and I combine our IRAs for convenience? Does it matter which 529 plan I use for my grandchild who lives in another state? 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.

    October 19, 2024 – Next Great Invest In You Event – October 29th! – Art and Wine – Puppies and Kittens – Conviviality – Aid Animals in Distress – Election is just weeks away – Be sure to vote

    Play Episode Listen Later Oct 19, 2024


    Gene and Alyssa answer buckets o' questions: He asks what we use in our investment portfolios in place of bonds? They have old 401(k)s that give them heart burn at RMD time.  What should they do? If IRA profits are taxed at ordinary income tax rates instead of capital gains rates why should we do them? She asked us to review our ‘RMD Elimination Strategy'.  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.

    October 12, 2024 – Next Great Invest In You Event – October 29th! – Art and Wine – Puppies and Kittens – Conviviality – Aid Animals in Distress – Election is just weeks away – Be sure to vote

    Play Episode Listen Later Oct 12, 2024


    Gene and Alyssa answer buckets o' questions: He wants to know if they should be using a Robo-Advisor? She asks why we don't name names when discussing protective investments? They want to know if there is a geographical limit to MtM's accepting clients?  (No!) She is 72, retired, and bored!  “No one will hire me”  What should she do?  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.

    October 5, 2024 – 6 Reverse Mortgage Misconceptions Debunked – 7 Things the Upper Middle Class Can't Afford Anymore – Talk about Taxes & Interest Rates

    Play Episode Listen Later Oct 5, 2024


    Reverse mortgage specialist Tiffany Shutta joins your host Alyssa Young to debunk six common misconceptions about reverse mortgages. Learn the realities about how this government loan works in the last segment of the Oct. 5 broadcast. Earlier in the show, Alyssa covers myriad topics and answers several listeners' questions via phone and email: We're grateful our clients were safe from Hurricane Helene! Seven things the upper middle class can't afford anymore, according to a Yahoo! Finance article End-of-year tax tips it's not too late to use: Did you take your RMD? Should you use it to fund a Roth conversion? Would QCDs now lower your tax liability later? Do you need to make estimated payments? Investment ideas when interest rates fall Is a trust still necessary under today's estate tax laws? What's the best way to be on Mom's bank accounts? Ladies, don't forget to sign up for Invest in You: Art, Bark & Meow on Oct. 29! 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.

    September 28, 2024 – Next Great Invest In You Event – October 29th! – Stock Markets Show Remarkable Resiliency in Face of Upcoming Election – Many bad advisors get an insurance license and sell annuities – badly!

    Play Episode Listen Later Sep 28, 2024


    Gene and Alyssa answer buckets o' questions: She wants to know why Fidelity is preventing her from getting good advice on her 401(k)? He wants to know the income tax treatment on Roth IRA contributions and earnings? They want to know if it is wise to finance the construction of their new home with an asset pledged line? Her deceased father's advisor told her a fib.  What can she do with her inherited IRA?  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.

    September 21, 2024 – Radio Show

    Play Episode Listen Later Sep 21, 2024


    September 14, 2024 – Folds of Honor Radiothon Extended!  We are so close to $100,000!  Please help! – To Pledge to Folds – Go to the Banner at www.MoreThanMoneyOnline.com – Thank you for helping us help the families of our military v

    Play Episode Listen Later Sep 14, 2024


    Gene and Alyssa answer buckets o' questions: He is 75 and asks how to invest $500,000? He will be turning 65 shortly and is confused about Medicare options.  How does he know what to do? Her friend is retiring in 8 months.  What should she be doing now? She asks about setting up the correct beneficiaries to protect her children and grandchildren?  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.

    September 7, 2024 – Remember 9/11 – Folds of Honor Radiothon! – Pledge to Folds – Go to the Banner at www.MoreThanMoneyOnline.com – Thank you for helping us help the families of our military vets and first responders

    Play Episode Listen Later Sep 7, 2024


    Gene and Alyssa answer buckets o' questions, interview Folds of Honor scholarship recipient, Liz Brees, and enjoy the hospitality of Leader of the Pack Canine Institute. 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 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 military vets and first respo

    Play Episode Listen Later Aug 31, 2024


    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 country outside of the United States?  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.

    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 military vets and first respo

    Play Episode Listen Later Aug 24, 2024


    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 someone can guide her 17 year old, hard-working son with his financial future.  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.

    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 thoughts and prayers

    Play Episode Listen Later Aug 17, 2024


    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 loan she gave him to buy his home?  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.

    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 continue to grow and t

    Play Episode Listen Later Aug 10, 2024


    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 investments in several types of accounts.  Where should they take their retirement income from first?  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.

    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 MtM Babies – Annabelle, Nic

    Play Episode Listen Later Aug 3, 2024


    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 confusing array of options.  Which one should she pick?  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.

    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, Blake, and Ainsley continue to gro

    Play Episode Listen Later Jul 27, 2024


    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 sister received inheritances.  Can she set up a trust for her sister to protect her?  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.

    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 continue to grow and thrive!

    Play Episode Listen Later Jul 20, 2024


    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 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.

    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, Nico, Blake, and Ainsl

    Play Episode Listen Later Jul 13, 2024


    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 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 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!  What to look for and what

    Play Episode Listen Later Jul 6, 2024


    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 (spoiler alert – no it is not)?  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.

    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

    Play Episode Listen Later Jun 29, 2024


    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.

    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 SCAM letters you will ever

    Play Episode Listen Later Jun 22, 2024


    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 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 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 really one financial rule tha

    Play Episode Listen Later Jun 15, 2024


    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 Meetings Meet with a More than Money advisor to review your entire financial picture or simply project your retirement Meet with our Social Security partner to plan the best S/S strategy for you Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor? Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.

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