Gene and Alyssa answer buckets o’ questions:Gene’s friend, Rook, has questions about foreign currencies?Bob was surprised at the tax treatment of U.S. treasuries.She wants to know how the ‘look-back period’ works for gifts and Medi

June 15, 2024 – LAMN Event July 11th 5K – Run, Walk, Roll or just come out for a great time and meet Annabelle! – Reduce your financial stress, worry, and anxiety and increase your peace of mind – Is there really one financial rule that is the foundation

22 days ago

Gene answers buckets o’ questions:What are the mechanics of converting from an IRA to a Roth IRA?What are the mechanics of initiating withdrawals from a Rollover IRA?What are the mechanics of keeping Medicare premiums as low as pos

June 8, 2024 – Elaine Zelker Raises More than $105,000 for LLS – Visionary of the Year! – Tails of Valor Golf Tournament – Great People, Great Food, and Best of All – Great Dogs! – LAMN Event July 11th 5K – Run, Walk, Roll or just come out for a great tim

29 days ago

Gene and Alyssa answer buckets o’ questions:What are the rules for making gifts to children to then qualify for Medicaid?Is a rollover from a 529 plan into a Roth IRA taxable on your PA return?How can he gift money to his children

June 1, 2024 – Long Term Care Insurance Strategy That Might Be the Right Answer for You! – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banner on our More than Money web site home page!

Jun 1st, 2024

Gene and Alyssa answer buckets o’ questions:What amount can a husband and wife deduct on their PA income tax for 529 contributions?He wants to work after he reaches full social security. Will he just lose it all to taxes?He asks h

May 25, 2024 – Memorial Day – Remembering Those Who Died for Our Freedoms – RMDs for Inherited IRAs not Required in 2024, but should you take them anyway? – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banner on our More

May 25th, 2024

Gene and Alyssa answer buckets o’ questions:Should he take a big block of money out of his IRA to pay cash for an investment property?She’s doing lots of good things at age 36, but is she really ‘all over the place’?He would like t

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 our More than Money web site home page!

May 18th, 2024

Gene and Alyssa answer buckets o’ questions:Should he take $250,000 out of his 401(k) to pay off his sons’ student loans?She is wrapping up her small business. Should she sell now or when she retires?He is 79 with a large IRA. Hi

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 web site home page!

May 11th, 2024

Gene and Alyssa answer buckets o’ questions:Her Long Term Care Insurance premiums are through the roof! What should she do?He wants a meeting to see if we are a good fit? Is that the right attitude to start? You bethcha!He likes

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 More than Money web site home page!

May 4th, 2024

Gene and Alyssa answer buckets o’ questions:What does it mean for an investor when a company does a stock buy-back?She is named in a will and doesn’t want to be. How can she get herself removed?How can someone make a tax-free dona

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 More than Money website home page!

Apr 27th, 2024

Gene and Alyssa answer buckets o' questions:Is it ok with the IRS if business owners just pick their salaries?What is the penalty if you need to cash in an I-Bond early?How do mutual fund or exchange traded funds impact the returns

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 – Kristine shares her story of cancer and friendship

Apr 20th, 2024

Gene and Alyssa answer buckets o' questions:He asks if the advisor is trying to pull a fast one?If he retires at age 57 can he take cash from his 401(k) without paying a penalty?She just wasn’t that impressed with Gene the first .

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 Jefferson’s Birthday!

Apr 13th, 2024

Gene and Alyssa answer buckets o’ questions:He is making a gift of land to his church. What’s the right way to do that?She asks if leasing a car would be wrong for her?They are both teachers and a salesman at school says they shou

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?

Apr 6th, 2024

Gene and Alyssa answer buckets o’ questions:He asks if inflation is the reason the stock market is going up?Her friend is disabled and approaching 65. When should he apply for Medicare?The family wants to gift money to a special n

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’ tax return!

Mar 30th, 2024

Gene answers buckets o’ questions:Should a student in high school with $1,742 of income file a tax return anyway? (Spoiler alert – Yes!)How do the Bitcoin ETFs work? Why has Vanguard said they won’t offer one?What should you do if

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

Mar 23rd, 2024

Gene and Alyssa answer buckets o’ questions:Should a student in college with no income file a tax return anyway? (Spoiler alert – Yes!)She is retiring in September. Will her husband get a bump in his social security?What will the

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 and every one

Mar 16th, 2024

Gene and Alyssa answer buckets o’ questions:How does a QCD (Qualified Charitable Distribution) affect his income taxes?What are the pros and cons of the various ways to own gold as an investment?Will she get a share of his inherita

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 American Values

Mar 9th, 2024

Alyssa takes charge and is joined by:Chad Rupprecht – financial advisor and a super hero in a fleece vestGreg Grillo – financial advisor, superstar golfer, and Abby’s dadMelissa Boyer – assistant operations director makes her radio

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 27th – 4 pounds 5 ounces! – Zach and Andrew Young cel

Mar 2nd, 2024

Gene and Alyssa answer lots of listener questions:Should he roll his IRAs into his U.S. government TSP program?How can she set up her stock holdings so they go directly to her sons?Is it too late to save their home?His advisor

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 planning a More than Money Blood Drive – Maybe you’ll join us?

Feb 24th, 2024

Gene and Alyssa answer lots of listener questions:She is looking for ways to supplement their social security income. Why won’t he help?He thinks he will save a ton of money if he fires his financial advisor. Is he right?Their so

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?

Feb 17th, 2024

Gene and Alyssa answer lots of listener questions:They have two grown children they want to help. IRAs?He shifted from employee to self-employed. How does he save for retirement?She wants to move $25,000 each into 529 plans for h

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?

Feb 10th, 2024

Gene and Alyssa answer lots of listener questions:He has a tenant who can’t pay his rent due to health issues. How can help?How does she know the cost basis of a stock she got through a stock split?What can he do about a fraudulen

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 – Should investors be worried that the world will run out of gold?

Feb 3rd, 2024

Gene and Alyssa answer lots of listener questions:Their son (54) does not handle well. Is putting his sister in charge the best idea?Is splitting a portfolio into stocks and index ETFs a sound diversification strategy?Will a revoc

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 topic of Special Needs Trusts

Jan 27th, 2024

Gene and Alyssa answer lots of listener questions:Is it possible for grandmother to help her grandchildren become millionaires?She has done amazingly well, but at age 71 she now wants a financial advisor. How does she find one?Is

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 resource that compares care facilities?

Jan 20th, 2024

Gene and Alyssa answer lots of listener questions:Social Security offered him a lump sum with a lower monthly benefit. Good idea?How does he know what taxes to withhold from his social security benefit check?His wife’s annuity pay

January 13, 2024 – Bitcoin ETFs – Yes or No? – Presidential Election Primaries Begin! – Gene Applies for Social Security – Excellent Experience!

Jan 13th, 2024

Gene and Alyssa answer a few listener questions, but mostly say thank you over and over:Are there some things he should know about buying a new truck?Is he being scammed on a boat buy out of Florida?Does it ever make sense to take

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 policies continue to sink that state

Jan 6th, 2024

Gene and Alyssa answer a few listener questions, but mostly say thank you over and over:He needs to understand how income funds can produce dividends, but do so poorly overall?She asks how she should make changes to her will?He and