More than Money http://www.morethanmoneyonline.com en-us 2017 MtM Financial Group With Gene Dickison 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. 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. http://morethanmoneyonline.com/Gene_cover.png More than Money http://morethanmoneyonline.com http://morethanmoneyonline.com/gene_cover.png More than Money http://morethanmoneyonline.com More than Money gene@askmtm.com Income Taxes on Life Insurance Policy? No Taxes on a Capital Gain?!? Advisor Listens to Gene Every Saturday! Is a ‘Fun’ Advisor Worth Losing Money For? Can Listener ‘Fix’ His Tax Return This Year? Part 1 More than Money http://morethanmoneyonline.com More than Money http://morethanmoneyonline.com/Gene_cover.png More than Money http://morethanmoneyonline.com 1 http://assimediafinal.s3.amazonaws.com/site472/reseller2116/company3323/user31774/1487582002_2-18-2017-Part2.mp3 Sat, 18, Feb 2017 10:01 AM Income Taxes on Life Insurance Policy? No Taxes on a Capital Gain?!? Advisor Listens to Gene Every Saturday! Is a ‘Fun’ Advisor Worth Losing Money For? Can Listener ‘Fix’ His Tax Return This Year? Part 2 More than Money http://morethanmoneyonline.com More than Money http://morethanmoneyonline.com/Gene_cover.png More than Money http://morethanmoneyonline.com 2 http://assimediafinal.s3.amazonaws.com/site472/reseller2116/company3323/user31774/1487581890_2-18-2017-Part1.mp3 Sat, 18, Feb 2017 10:02 AM Cutting the Income Tax on an Annuity? Avoiding the IRS on Your RMD! Why Won’t His Advisor Answer His Simple Questions? Shifting Investment Direction As Retirement Nears? RMDs are Different for 401(k)s and IRAs? Part 1 More than Money http://morethanmoneyonline.com More than Money http://morethanmoneyonline.com/Gene_cover.png More than Money http://morethanmoneyonline.com 3 http://assimediafinal.s3.amazonaws.com/site472/reseller2116/company3323/user31774/1486977741_2-11-2017-Part1.mp3 Sat, 11, Feb 2017 10:01 AM Cutting the Income Tax on an Annuity? Avoiding the IRS on Your RMD! Why Won’t His Advisor Answer His Simple Questions? Shifting Investment Direction As Retirement Nears? RMDs are Different for 401(k)s and IRAs? Part 2 More than Money http://morethanmoneyonline.com More than Money http://morethanmoneyonline.com/Gene_cover.png More than Money http://morethanmoneyonline.com 4 http://assimediafinal.s3.amazonaws.com/site472/reseller2116/company3323/user31774/1486977819_2-11-2017-Part2.mp3 Sat, 11, Feb 2017 10:02 AM Why Did Her Advisors Fib? Thanks for Helping Her with 401(k)! A ‘Safer’ Way to Get Income in Retirement? Getting Funds Directly to Church from IRA? Stock Prices vs. Company Market Value? Part 1 More than Money http://morethanmoneyonline.com More than Money http://morethanmoneyonline.com/Gene_cover.png More than Money http://morethanmoneyonline.com 5 http://assimediafinal.s3.amazonaws.com/site472/reseller2116/company3323/user31774/1486374733_2-4-2017-Part1.mp3 Sat, 4, Feb 2017 10:01 AM Why Did Her Advisors Fib? Thanks for Helping Her with 401(k)! A ‘Safer’ Way to Get Income in Retirement? Getting Funds Directly to Church from IRA? Stock Prices vs. Company Market Value? Part 2 More than Money http://morethanmoneyonline.com More than Money http://morethanmoneyonline.com/Gene_cover.png More than Money http://morethanmoneyonline.com 6 http://assimediafinal.s3.amazonaws.com/site472/reseller2116/company3323/user31774/1486374810_2-4-2017-Part2.mp3 Sat, 4, Feb 2017 10:02 AM Talon Stock Taxation? Buying Physical God – The Right Way? Bankruptcy with $80,000 on Credit Cards? Final Return for Deceased Grandson? What to do with ‘Old’ Life Insurance Policies? Part 1 More than Money http://morethanmoneyonline.com More than Money http://morethanmoneyonline.com/Gene_cover.png More than Money http://morethanmoneyonline.com 7 http://assimediafinal.s3.amazonaws.com/site472/reseller2116/company3323/user31774/1485769342_1-28-2017-Part2.mp3 Sat, 28, Jan 2017 10:01 AM Talon Stock Taxation? Buying Physical God – The Right Way? Bankruptcy with $80,000 on Credit Cards? Final Return for Deceased Grandson? What to do with ‘Old’ Life Insurance Policies? Part 2 More than Money http://morethanmoneyonline.com More than Money http://morethanmoneyonline.com/Gene_cover.png More than Money http://morethanmoneyonline.com 8 http://assimediafinal.s3.amazonaws.com/site472/reseller2116/company3323/user31774/1485769167_1-28-2017-Part1.mp3 Sat, 28, Jan 2017 10:02 AM Daughter Leaving the Family Business? Mutual Fund Up with Share Price Down? Dumping Fixed Index Annuities After Three Years? Advisor Promising Highest Returns? Too Old to Learn Financial Skills? Part 1 More than Money http://morethanmoneyonline.com More than Money http://morethanmoneyonline.com/Gene_cover.png More than Money http://morethanmoneyonline.com 9 http://assimediafinal.s3.amazonaws.com/site472/reseller2116/company3323/user31774/1485165759_1-21-17-Part2.mp3 Sat, 21, Jan 2017 10:01 AM Daughter Leaving the Family Business? Mutual Fund Up with Share Price Down? Dumping Fixed Index Annuities After Three Years? Advisor Promising Highest Returns? Too Old to Learn Financial Skills? Part 2 More than Money http://morethanmoneyonline.com More than Money http://morethanmoneyonline.com/Gene_cover.png More than Money http://morethanmoneyonline.com 10 http://assimediafinal.s3.amazonaws.com/site472/reseller2116/company3323/user31774/1485165238_1-21-17-Part1.mp3 Sat, 21, Jan 2017 10:02 AM Should 85 year old Drop Her Annuity? What Kind of 529 Plan is Best? Financial Advice for Free? Handling 401(k)s After a Divorce? Leave Lifetime Income for – Mutual Funds? Part 1 More than Money http://morethanmoneyonline.com More than Money http://morethanmoneyonline.com/Gene_cover.png More than Money http://morethanmoneyonline.com 11 http://assimediafinal.s3.amazonaws.com/site472/reseller2116/company3323/user31774/1484558838_11-14-2017-Part2.mp3 Sat, 14, Jan 2017 10:01 AM Should 85 year old Drop Her Annuity? What Kind of 529 Plan is Best? Financial Advice for Free? Handling 401(k)s After a Divorce? Leave Lifetime Income for – Mutual Funds? Part 2 More than Money http://morethanmoneyonline.com More than Money http://morethanmoneyonline.com/Gene_cover.png More than Money http://morethanmoneyonline.com 12 http://assimediafinal.s3.amazonaws.com/site472/reseller2116/company3323/user31774/1484558751_11-14-2017-Part1.mp3 Sat, 14, Jan 2017 10:02 AM Inherited IRA Options? Multiple IRA Beneficiaries? Buying Stock in a Water Company? Merging Fidelity and Vanguard Accounts? Student Loan Forgiveness Problems? Part 1 More than Money http://morethanmoneyonline.com More than Money http://morethanmoneyonline.com/Gene_cover.png More than Money http://morethanmoneyonline.com 13 http://assimediafinal.s3.amazonaws.com/site472/reseller2116/company3323/user31774/1483954092_MTM_2017_0107_HOUR%202.mp3 Sat, 7, Jan 2017 10:01 AM Inherited IRA Options? Multiple IRA Beneficiaries? Buying Stock in a Water Company? Merging Fidelity and Vanguard Accounts? Student Loan Forgiveness Problems? Part 2 More than Money http://morethanmoneyonline.com More than Money http://morethanmoneyonline.com/Gene_cover.png More than Money http://morethanmoneyonline.com 14 http://assimediafinal.s3.amazonaws.com/site472/reseller2116/company3323/user31774/1483953958_MTM_2017_0107_HOUR%201.mp3 Sat, 7, Jan 2017 10:02 AM Turning Age 70 and IRAs! Spend Inheritance on College? Cost Basis After 16 Years in a Fund? RMDs Directly to Non-Profit with No Tax? Late 70’s Couple – Tired of the Stock Market? Part 1 More than Money http://morethanmoneyonline.com More than Money http://morethanmoneyonline.com/Gene_cover.png More than Money http://morethanmoneyonline.com 15 http://assimediafinal.s3.amazonaws.com/site472/reseller2116/company3323/user31774/1483439220_MTM_2016_1231_HOUR_1.mp3 Sat, 31, Dec 2016 10:01 AM Turning Age 70 and IRAs! Spend Inheritance on College? Cost Basis After 16 Years in a Fund? RMDs Directly to Non-Profit with No Tax? Late 70’s Couple – Tired of the Stock Market? Part 2 More than Money http://morethanmoneyonline.com More than Money http://morethanmoneyonline.com/Gene_cover.png More than Money http://morethanmoneyonline.com 16 http://assimediafinal.s3.amazonaws.com/site472/reseller2116/company3323/user31774/1483439353_MTM_2016_1231_HOUR_2.mp3 Sat, 31, Dec 2016 10:02 AM Merry Christmas! Part 1 More than Money http://morethanmoneyonline.com More than Money http://morethanmoneyonline.com/Gene_cover.png More than Money http://morethanmoneyonline.com 17 http://assimediafinal.s3.amazonaws.com/site472/reseller2116/company3323/user31774/1482838799_MTM_2016_1224_HOUR_2.mp3 Sat, 24, Dec 2016 10:01 AM Merry Christmas! Part 2 More than Money http://morethanmoneyonline.com More than Money http://morethanmoneyonline.com/Gene_cover.png More than Money http://morethanmoneyonline.com 18 http://assimediafinal.s3.amazonaws.com/site472/reseller2116/company3323/user31774/1482838712_MTM_2016_1224_HOUR_1.mp3 Sat, 24, Dec 2016 10:02 AM Settling Estate Expense Deductions! Annuities and Retirement? Talon stock and Liquidation? IRA Distributions - Returnable? Self-Employed Retirement Plans? Part 1 More than Money http://morethanmoneyonline.com More than Money http://morethanmoneyonline.com/Gene_cover.png More than Money http://morethanmoneyonline.com 19 http://assimediafinal.s3.amazonaws.com/site472/reseller2116/company3323/user31774/1482144028_MTM_2016_1217_HOUR_1.mp3 Sat, 17, Dec 2016 10:01 AM Settling Estate Expense Deductions! Annuities and Retirement? Talon stock and Liquidation? IRA Distributions - Returnable? Self-Employed Retirement Plans? Part 2 More than Money http://morethanmoneyonline.com More than Money http://morethanmoneyonline.com/Gene_cover.png More than Money http://morethanmoneyonline.com 20 http://assimediafinal.s3.amazonaws.com/site472/reseller2116/company3323/user31774/1482144113_MTM_2016_1217_HOUR_2.mp3 Sat, 17, Dec 2016 10:02 AM