HeyJaredMore Than Money with Gene Dickison
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.
- Indexed episodes, last 90 days
- 13
- Latest publication
- Sep 26, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 4, 2026
Latest episodes
September 26, 2026 – Radio Show (opens the original)
September 19, 2026 – $111,000 raised! – Thank you for supporting our fund raising for Folds of Honor – Thank you to our entire More than Money team for their commitment and good work – Thank you to Folds of Honor for supporting the families of our military and first responders (opens the original)
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Gene and Alyssa answered questions and explored important topics: He wanted to use a QCD to pledge to Folds of Honor. Why did they say no? She lost her husband and returned to work. Now she has questions about her 401(k)? He heard us talk about downside protected investments. Can we give more information? She is retiring with a 401(k) with standard, Roth, and pre-tax funds. How does she keep this straight? Free Second Opinion Meetings Meet with a More than Money advisor to review your entire fin
September 12, 2026 – 25th Year Remembering 9/11! – Thank you for supporting our fund raising for Folds of Honor – Thank you to our entire More than Money team for their commitment and good work – Thank you to Folds of Honor for supporting the families of our military and first responders (opens the original)
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Gene and Alyssa answered questions and explored important topics: He asked when does someone need an umbrella insurance policy? She asks if they can still use their $6,000 ‘Senior Deduction’ for a Roth conversion? He asks about a plan to train his grandchildren in the world of personal finance? She asks if having $84,000 in their checking account is ‘too much’? Free Second Opinion Meetings Meet with a More than Money advisor to review your entire financial picture or simply project your retireme
September 5, 2026 – 25th Year Remembering 9/11! On September 11th help us remember with a purpose – We’ll be raising funds for Folds of Honor to make something good come of this tragedy – Join us in our office on 9/11 or donate online at www.MoreThanMoneyOnline.com (opens the original)
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Gene and Alyssa answered questions and explored important topics: He asked how to handle tax reporting on a sale/lease real estate transaction? He asked how to handle a neighbor who encroached on his property? He asks how to help his son without impact his son’s divorce? Should you open invest in the stock market with no risk to your investment? 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
August 29, 2026 – 25th Year Remembering 9/11! On September 11th help us remember with a purpose – We’ll be raising funds for Folds of Honor to make something good come of this tragedy – Join us in our office on 9/11 or donate online at www.MoreThanMoneyOnline.com (opens the original)
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Gene and Alyssa answered questions and explored important topics: He asked what type of trust could hold a home and not pay inheritance taxes? They have a ‘virtual’ advisor. What are the benefits of a ‘local’ advisor? He asks how soon to ‘dial back’ the investments in his 401(k)? Should you open a Roth IRA with $50.00? 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
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