Gene, Alyssa, and Mark Bacak answers tons of listener questions: Social Security questions!Medicare questions!Cryptocurrency questions!Crazy government proposals questions!Lots more listener questions Two New Free Services Have your current life insurance policies analyzed to see if they fit you or could you do betterHave your current annuities analyzed to see if they fit you or could you do better Added to These Free Services Social Security and Medicare Review with our SS/Med expert Mr. Mark BacakLong Term Care Review with our partner Mr. Mike PompeiReverse Mortgage Review with our partner Tiffany ShuttaEstate Planning Document Review with an attorney in our office Free Second Opinion Meetings Do you have questions about your financial situation?Are you on track to reach your financial goals – particularly your retirement goals?What should you be doing right now? 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.

More Than Money with Gene Dickison

October 16, 2021 – Social Security Expert Mark Bacak Answers Your Questions – Bucket O’ Listener Questions

October 9, 2021 – Radio Show

October 2, 2021 – Radio Show

September 25, 2021 – Radio Show

Gene and Alyssa Young answer tons of listener questions: His pension was reduced so his wife would get half.  She passed.  Can he change it now?She reports that her sister put her kids names on her deed.  It was a nightmare when she passed!Is there a way to evaluate what state is the most ‘retiree-friendly’?Why is it important to set up your Social Security account on-line?Lots more listener questions Two New Free Services Have your current life insurance policies analyzed to see if they fit you or could you do betterHave your current annuities analyzed to see if they fit you or could you do better Added to These Free Services Social Security and Medicare Review with our SS/Med expert Mr. Mark BacakLong Term Care Review with our partner Mr. Mike PompeiReverse Mortgage Review with our partner Tiffany ShuttaEstate Planning Document Review with an attorney in our office Free Second Opinion Meetings Do you have questions about your financial situation?Are you on track to reach your financial goals – particularly your retirement goals?What should you be doing right now? 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 18, 2021 – Folds of Honor Radiothon Raises $107,330! – Thank You – Thank You – Thank You! – Bucket O’ Listener Questions

Gene and Alyssa Young  joined forces at Relic Hunter as we wrapped an entire week of radiothon efforts for Folds of Honor. They welcomed Ashlyn McCain and Ginger Ravella, two recipients of Folds support following the loss of their father and husband respectively. Thank you to everyone who pledged, donated, and supported Folds of Honor this week. Two New Free Services Have your current life insurance policies analyzed to see if they fit you or could you do betterHave your current annuities analyzed to see if they fit you or could you do better Added to These Free Services Social Security and Medicare Review with our SS/Med expert Mr. Mark BacakLong Term Care Review with our partner Mr. Mike PompeiReverse Mortgage Review with our partner Tiffany ShuttaEstate Planning Document Review with an attorney in our office Free Second Opinion Meetings Do you have questions about your financial situation?Are you on track to reach your financial goals – particularly your retirement goals?What should you be doing right now? 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 11, 2021 – More than Money Remembers 9/11 on the 20th Anniversary – Broadcasting Live from Relic Hunter with Ashlyn McCain and Ginger Ravella – Raising Funds for Folds of Honor

Gene and Alyssa Young answer tons of listener questions: She asks if her fiancée should use a standard or Roth 401(k)?She lost her husband in July.  How should she use what she has to pay her bills?Their daughters all married great men.  How do they protect those husbands should they lose a daughter?What does she receive from his social security when he passes away?Lots more listener questions Two New Free Services Have your current life insurance policies analyzed to see if they fit you or could you do betterHave your current annuities analyzed to see if they fit you or could you do better Added to These Free Services Social Security and Medicare Review with our SS/Med expert Mr. Mark BacakLong Term Care Review with our partner Mr. Mike PompeiReverse Mortgage Review with our partner Tiffany ShuttaEstate Planning Document Review with an attorney in our office Free Second Opinion Meetings Do you have questions about your financial situation?Are you on track to reach your financial goals – particularly your retirement goals?What should you be doing right now? 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 4, 2021 – Folds of Honor Radiothon – Starts 9/7 and Ends 9/11! – For Details go to www.MoreThanMoneyOnline.com – Bucket O’ Listener Questions

August 28, 2021 – Radio Show

Gene and Alyssa Young answer tons of listener questions: What is your plan ‘B’ if/when the economy takes a slide?How can they move from one annuity to another without paying income taxes?Is it possible to have a secure retirement and still leave a large estate to their three daughters?Should he use a target date fund inside his 401(k)?Lots more listener questions Two New Free Services Have your current life insurance policies analyzed to see if they fit you or could you do betterHave your current annuities analyzed to see if they fit you or could you do better Added to These Free Services Social Security and Medicare Review with our SS/Med expert Mr. Mark BacakLong Term Care Review with our partner Mr. Mike PompeiReverse Mortgage Review with our partner Tiffany ShuttaEstate Planning Document Review with an attorney in our office Free Second Opinion Meetings Do you have questions about your financial situation?Are you on track to reach your financial goals – particularly your retirement goals?What should you be doing right now? 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 21, 2021 – Folds of Honor Radiothon – Less than 3 Weeks Away! – How Can You Find an Advisor Who Puts You First? – Bucket O’ Listener Questions

Gene and Alyssa Young answer tons of listener questions: She’s made lots of sound decisions, but who can help her go to the next level?How can she help her parents plan their retirement?His job is ‘killing him’.  Does he really have to put up with this for ten more years?What are his best options for handling an inherited IRA?Lots more listener questions Two New Free Services Have your current life insurance policies analyzed to see if they fit you or could you do betterHave your current annuities analyzed to see if they fit you or could you do better Added to These Free Services Social Security and Medicare Review with our SS/Med expert Mr. Mark BacakLong Term Care Review with our partner Mr. Mike PompeiReverse Mortgage Review with our partner Tiffany ShuttaEstate Planning Document Review with an attorney in our office Free Second Opinion Meetings Do you have questions about your financial situation?Are you on track to reach your financial goals – particularly your retirement goals?What should you be doing right now? 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 14, 2021 – Smart Women, Making Solid Decisions, Asking Smart Questions! – How Can You Find an Advisor Who Puts You First? – Bucket O’ Listener Questions

August 7, 2021 – Radio Show

Gene and Alyssa Young answer tons of listener questions: Should listener pay off a mortgage or invest him money?Is she able to more an investment account that’s being held in a trust?How should she handle her Dad’s RMD?  He passed in April.He and his brother are partners in an investment in a house.  How should they split the profits?Lots more listener questions Two New Free Services Have your current life insurance policies analyzed to see if they fit you or could you do betterHave your current annuities analyzed to see if they fit you or could you do better Added to These Free Services Social Security and Medicare Review with our SS/Med expert Mr. Mark BacakLong Term Care Review with our partner Mr. Mike PompeiReverse Mortgage Review with our partner Tiffany ShuttaEstate Planning Document Review with an attorney in our office Free Second Opinion Meetings Do you have questions about your financial situation?Are you on track to reach your financial goals – particularly your retirement goals?What should you be doing right now? 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 31, 2021 – Should You Avoid a Revocable Living Trust for Your Estate Planning? – What will rising inflation and interest rates do to your investments? – Bucket O’ Listener Questions

July 24, 2021 – Radio Show

 Gene and Alyssa Young answer tons of listener questions: Is now a good time to invest in a Florida condo?How does one go about ‘selling’ a life insurance policy?What is the process for getting an IRA from one custodian to another?He wants to know if he should invest in an annuity a salesman has offered him?Lots more listener questions Two New Free Services Have your current life insurance policies analyzed to see if they fit you or could you do betterHave your current annuities analyzed to see if they fit you or could you do better Added to These Free Services Social Security and Medicare Review with our SS/Med expert Mr. Mark BacakLong Term Care Review with our partner Mr. Mike PompeiReverse Mortgage Review with our partner Tiffany ShuttaEstate Planning Document Review with an attorney in our office Free Second Opinion Meetings Do you have questions about your financial situation?Are you on track to reach your financial goals – particularly your retirement goals?What should you be doing right now? 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 17, 2021 – Nazareth Days with Alyssa, Megan, and Chad raising funds for Animals in Distress! – Bucket O’ Listener Questions

July 10, 2021 – Radio Show

Your financial well-being is what we focus on every minute of every business day. This is what you should expect from working with MtM Financial Group.

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More Than Money with Gene Dickison

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