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 and Alyssa answer questions: He asks if he can move funds from an irrevocable trust into a standard account? She is widowed and moving her husband's IRAs to her IRAs. Is she doing it right? He is 81 with no debt and $240,000 in mutual funds. Is there something better he should be doing? They are soon to retire. Do we have tips for them to enjoy a satisfying retirement? And we are still feeling very, very blessed Free Second Opinion Meetings Meet with a More than Money advisor to review your entire financial picture or simply project your retirement Meet with our Social Security partner to plan the best S/S strategy for you Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor? Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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