More Than Money with Gene Dickison
Business:Investing
Alyssa Young is your host today. She describes six strategies she’s helping clients develop for their unique circumstances. Alyssa also welcomes MtM senior financial advisor Mark Belcak at the top of the 9 o’clock hour to discuss a study that quantifies the value a financial advisor brings through four particular tactics:
Other topics covered during this show:
Alyssa also shares a funny scene from Marvelous Mrs. Maisel about how NOT to plan retirement income. Watch it here:
Take advantage of our free second opinion meeting service to review your retirement plan, annuity, life insurance, estate plan, tax situation or reverse mortgage eligibility. Call 610-746-7007 to make an appointment with one of our financial advisors.
May 18, 2024 – Gene and Alyssa’s babies – very young, and not so young doing very well indeed! – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banner on ou
May 11, 2024 – MtM Team Returns from a National Conference of Financial Advisors – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banner on our More than Money
May 4, 2024 – Baby Updates: Nico, Annabelle, the Twins. News flash – Alyssa not expecting – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banner on our M
April 27, 2024 – Income Tax Planning and (Hopefully) Tax Reduction Strategies – 12 Strategies – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banner on our M
April 20, 2024 – LLS – Leukemia Lymphoma Society – Women Visionary Elaine Zelker and Kristine Ortiz – Elaine Needs Help To Raise Funds for LLS – Go to our website and click on the banner –
April 13, 2024 – Tax Deadline – Monday the 15th – Be patient and polite when picking up your returns – President Donald Trump in the Lehigh Valley with thousands in the audience – Thomas Jef
April 6, 2024 – It Is Now, Officially, File a Tax Extension Time! – Easter Sunrise Service at Blue Ridge Winery – Inspiring! – Stock Markets Showing Real Volatility – Which Way Will It Go?
March 30, 2024 – Easter! The Most Joyous Day of the Year! – Alyssa abandons Gene to struggle along on his own as she parties! – You may find out that someone else may have already filed ‘your
March 23, 2024 – Pennsylvania Inheritance Tax Can Be a Shocker – Include Your Pets in Your Estate Planning – Salesmen Hype Buying Gold with a 2.74% Average Annual Return for 15 Years
March 16, 2024 – Thank You for Gene’s Birthday Well Wishes and Prayers for Baby Annabelle! – More than $12,000 raised for our More than Money Foundation for American Values – Thank you to each
March 9, 2024 – Gene’s Birthday Event at the More than Money World Headquarters – Megan hands out Birthday cupcakes for everyone! – Thank you for supporting our More than Money Foundation for
March 2, 2024 – Save the Date! March 9th Live Radio Show from the More than Money World Headquarters! See event banner www.MoreThanMoneyOnline.com – Gene’s daughter delivers Annabelle Hope on
February 24, 2024 – Save the Date! March 9th Live Radio Show from the More than Money World Headquarters! – Gene’s daughter is expecting a daughter of her own – very shortly! – We are pl
February 17, 2024 – Callers with Questions from Colorado and Arkansas! – What should you expect from your financial advisor? – Who should correct an employee’s wrong W-4?
February 10, 2024 – Happy Birthday to Alyssa! Congratulations to Juliana on her confirmation! – Is your money safer in an IRA or a 401(k)? – Is home title lock insurance important?
February 3, 2024 – Gene blurts out, ‘I love you!’. And 20 life tips from the world’s happiest 100 year olds! – Some advisors seem to be copying More than Money – Not a surprise, really �
January 27, 2024 – Hear Gene’s Advice to Fathers Wanting to Help Their Daughters – Grant Cardone says real estate is safer than a savings account. What?!?! – Lots of questions around the top
January 20, 2024 – Listener is Extremely Disappointed in Gene – in the nicest way possible – Ken Fisher is very wealthy, but some experts says he’s not acting as a fiduciary! – Is there a re
January 13, 2024 – Bitcoin ETFs – Yes or No? – Presidential Election Primaries Begin! – Gene Applies for Social Security – Excellent Experience!
January 6, 2023 – Happy New Year! What ways can you protect your investments in 2024? – December jobs report quite good at 216,000 added jobs – California sees $68 Billion deficit as financial
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