Sinopsis
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.
Episodios
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![October 28, 2024 – Changes in 2025 for Social Security, Medicare Income Taxes – Presidential Election Impact on Investments – Tips to Avoid Debt]()
October 28, 2024 – Changes in 2025 for Social Security, Medicare & Income Taxes – Presidential Election Impact on Investments – Tips to Avoid Debt
26/10/2024Social Security & Medicare specialist Mark Bacak joins your host Alyssa Young to describe changes to Social Security and Medicare effective in 2025. If you have an Advantage plan or Part D drug plan, learn what you need to do before the open enrollment period ends Dec. 7. MtM financial advisor Chad Rupprecht phones in to help people put their anxiety into perspective about how the presidential election will affect the economy and their investments. Also during the Oct. 26 show: Alyssa shares highlights and tips about debt management from Dave Ramsey’s appearance on the Tucker Carlson podcast. Get the new tax brackets, deductions and gift & estate tax exemptions for 2025. Alyssa answers listeners’ questions: What are my options to give money to my granddaughter? What is the process for avoiding taxes when using pre-tax retirement funds for tithing? Can my wife and I combine our IRAs for convenience? Does it matter which 529 plan I use for my grandchild who lives in another sta
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![October 19, 2024 – Next Great Invest In You Event – October 29th! – Art and Wine – Puppies and Kittens – Conviviality – Aid Animals in Distress – Election is just weeks away – Be sure to vote]()
October 19, 2024 – Next Great Invest In You Event – October 29th! – Art and Wine – Puppies and Kittens – Conviviality – Aid Animals in Distress – Election is just weeks away – Be sure to vote
19/10/2024Gene and Alyssa answer buckets o’ questions: He asks what we use in our investment portfolios in place of bonds? They have old 401(k)s that give them heart burn at RMD time. What should they do? If IRA profits are taxed at ordinary income tax rates instead of capital gains rates why should we do them? She asked us to review our ‘RMD Elimination Strategy’. Lots more . . . 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 plan the best S/S strategy for you Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor? Call today (610-746-7007) or email (Gene@AskMtM.co
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![October 12, 2024 – Next Great Invest In You Event – October 29th! – Art and Wine – Puppies and Kittens – Conviviality – Aid Animals in Distress – Election is just weeks away – Be sure to vote]()
October 12, 2024 – Next Great Invest In You Event – October 29th! – Art and Wine – Puppies and Kittens – Conviviality – Aid Animals in Distress – Election is just weeks away – Be sure to vote
12/10/2024Gene and Alyssa answer buckets o’ questions: He wants to know if they should be using a Robo-Advisor? She asks why we don’t name names when discussing protective investments? They want to know if there is a geographical limit to MtM’s accepting clients? (No!) She is 72, retired, and bored! “No one will hire me” What should she do? Lots more . . . 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 plan the best S/S strategy for you Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan 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 tim
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![October 5, 2024 – 6 Reverse Mortgage Misconceptions Debunked – 7 Things the Upper Middle Class Can’t Afford Anymore – Talk about Taxes Interest Rates]()
October 5, 2024 – 6 Reverse Mortgage Misconceptions Debunked – 7 Things the Upper Middle Class Can’t Afford Anymore – Talk about Taxes & Interest Rates
05/10/2024Reverse mortgage specialist Tiffany Shutta joins your host Alyssa Young to debunk six common misconceptions about reverse mortgages. Learn the realities about how this government loan works in the last segment of the Oct. 5 broadcast. Earlier in the show, Alyssa covers myriad topics and answers several listeners’ questions via phone and email: We’re grateful our clients were safe from Hurricane Helene! Seven things the upper middle class can’t afford anymore, according to a Yahoo! Finance article End-of-year tax tips it’s not too late to use: Did you take your RMD? Should you use it to fund a Roth conversion? Would QCDs now lower your tax liability later? Do you need to make estimated payments? Investment ideas when interest rates fall Is a trust still necessary under today’s estate tax laws? What’s the best way to be on Mom’s bank accounts? Ladies, don’t forget to sign up for Invest in You: Art, Bark & Meow on Oct. 29! You can get answers to your own questions and enjoy one-o
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![September 28, 2024 – Next Great Invest In You Event – October 29th! – Stock Markets Show Remarkable Resiliency in Face of Upcoming Election – Many bad advisors get an insurance license and sell annuities – badly!]()
September 28, 2024 – Next Great Invest In You Event – October 29th! – Stock Markets Show Remarkable Resiliency in Face of Upcoming Election – Many bad advisors get an insurance license and sell annuities – badly!
28/09/2024Gene and Alyssa answer buckets o’ questions: She wants to know why Fidelity is preventing her from getting good advice on her 401(k)? He wants to know the income tax treatment on Roth IRA contributions and earnings? They want to know if it is wise to finance the construction of their new home with an asset pledged line? Her deceased father’s advisor told her a fib. What can she do with her inherited IRA? Lots more . . . 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 plan the best S/S strategy for you Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor?
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![September 21, 2024 – Folds of Honor Radiothon Extended – $102,000 Raised! Thank You! – Thank you so much to more than 400 of you who helped us raise funds for more than 20 scholarships! – Thank you for helping us help the families of our military vets an]()
September 21, 2024 – Folds of Honor Radiothon Extended – $102,000 Raised! Thank You! – Thank you so much to more than 400 of you who helped us raise funds for more than 20 scholarships! – Thank you for helping us help the families of our military vets an
21/09/2024Gene and Alyssa answer buckets o’ questions: Their kids live less than an hour from the MtM World Headquarters. Should they make the trip? Did this financial advisor have $10 Billion of assets or $11.5 trillion? If your advisor is only licensed to sell insurance and annuities is he/she really a financial advisor? He is 70 and starting his social security. She is 64. How do they calculate her spousal benefits? Lots more . . . 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 plan the best S/S strategy for you Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor?&nb
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![September 14, 2024 – Folds of Honor Radiothon Extended! We are so close to $100,000! Please help! – To Pledge to Folds – Go to the Banner at www.MoreThanMoneyOnline.com – Thank you for helping us help the families of our military vets and first responde]()
September 14, 2024 – Folds of Honor Radiothon Extended! We are so close to $100,000! Please help! – To Pledge to Folds – Go to the Banner at www.MoreThanMoneyOnline.com – Thank you for helping us help the families of our military vets and first responde
14/09/2024Gene and Alyssa answer buckets o’ questions: He is 75 and asks how to invest $500,000? He will be turning 65 shortly and is confused about Medicare options. How does he know what to do? Her friend is retiring in 8 months. What should she be doing now? She asks about setting up the correct beneficiaries to protect her children and grandchildren? Lots more . . . 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 plan the best S/S strategy for you Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor? Call today (610-746-7007) or email (Gene@AskMtM.com) to sche
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![September 7, 2024 – Radio Show]()
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![August 31, 2024 – Remember 9/11 – Folds of Honor Radiothon Begins September 5th! – To Pledge to Folds – Go to the Banner at www.MoreThanMoneyOnline.com – Thank you for helping us help the families of our military vets and first responders]()
August 31, 2024 – Remember 9/11 – Folds of Honor Radiothon Begins September 5th! – To Pledge to Folds – Go to the Banner at www.MoreThanMoneyOnline.com – Thank you for helping us help the families of our military vets and first responders
31/08/2024Gene and Alyssa answer buckets o’ questions: She asks what happens if a child passes before a parent, but is still named in the will? He is 81 and wonders how to invest $275,000? He is 70 and asks if he should move his investments out of the stock market until things ‘settle down’? He is asking where he can get information about retiring to a country outside of the United States? Lots more . . . 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 plan the best S/S strategy for you Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor? Call today (610-746-7007)
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![August 24, 2024 – Remember 9/11 – Folds of Honor Radiothon Begins September 5th! – To Pledge to Folds – Go to the Banner at www.MoreThanMoneyOnline.com – Thank you for helping us help the families of our military vets and first responders]()
August 24, 2024 – Remember 9/11 – Folds of Honor Radiothon Begins September 5th! – To Pledge to Folds – Go to the Banner at www.MoreThanMoneyOnline.com – Thank you for helping us help the families of our military vets and first responders
24/08/2024Gene and Alyssa answer buckets o’ questions: He turns 70 on October 12th. What is his best way to apply for social security? He is 81 and has always handled the family finances. Can we help give his wife peace of mind? She has $100,000 in short term bonds for her three sons. Should they stay there or is there a better investment? She is hoping someone can guide her 17 year old, hard-working son with his financial future. Lots more . . . 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 plan the best S/S strategy for you Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money
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![August 17, 2024 – Veteran’s Benefits and Medicare – Lots to be learned – Lots of help available – Stock Market Volatility is Significant. How Should You React? – Our MtM Babies thank you all for your thoughts and prayers]()
August 17, 2024 – Veteran’s Benefits and Medicare – Lots to be learned – Lots of help available – Stock Market Volatility is Significant. How Should You React? – Our MtM Babies thank you all for your thoughts and prayers
17/08/2024Gene and Alyssa answer buckets o’ questions: He asks if his mom should pay off the loan she has against her life insurance policy? He asks if his investments should have out-performed the S&P 500? He and other family members will be inheriting his mother’s home. How does he get to own it all? She asks what to do about her son who will not repay a loan she gave him to buy his home? Lots more . . . 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 plan the best S/S strategy for you Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor? Call today (610-746-
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![August 10, 2024 – TIAA-CREF Target of Class Action Law Suit – Long Term Fixed Annuities Still Have Rates Above 5% – But is that the right idea for you? – Our MtM Babies – Annabelle, Nico, Blake, and Ainsley continue to grow and thrive!]()
August 10, 2024 – TIAA-CREF Target of Class Action Law Suit – Long Term Fixed Annuities Still Have Rates Above 5% – But is that the right idea for you? – Our MtM Babies – Annabelle, Nico, Blake, and Ainsley continue to grow and thrive!
10/08/2024Gene and Alyssa answer buckets o’ questions: She asks if her son should pay ahead on his mortgage. Spoiler alert – it’s not the answer you might expect! She asks if a financial advisor and a tax advisor are the same? As you will expect – it depends! She is retiring from PSERS. Should she take her contributions out or leave them in? They have investments in several types of accounts. Where should they take their retirement income from first? Lots more . . . 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 plan the best S/S strategy for you Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting w
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![August 3, 2024 – Nervous? 7 Tools and 7 Strategies To Invest Today and Sleep Well Tonight – Alyssa on the Hot Seat! – Super Hero Chad Rupprecht Recovering Beautifully from Knee Replacement Surgery! – Our MtM Babies – Annabelle, Nico, Blake, and Ainsley co]()
August 3, 2024 – Nervous? 7 Tools and 7 Strategies To Invest Today and Sleep Well Tonight – Alyssa on the Hot Seat! – Super Hero Chad Rupprecht Recovering Beautifully from Knee Replacement Surgery! – Our MtM Babies – Annabelle, Nico, Blake, and Ainsley co
03/08/2024Gene and Alyssa answer buckets o’ questions: She and her husband disagree on how to split their estates. How do they resolve this? He asks about donating a life insurance policy to a charity? She finds the Social Security web site frustrating for securing her spousal benefits. What should she do? She is retiring and her pension is offering her a confusing array of options. Which one should she pick? Lots more . . . 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 plan the best S/S strategy for you Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor? Cal
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![July 27, 2024 – Super Hero Chad Rupprecht Recovering Beautifully from Knee Replacement Surgery! – What impact will the election have on the economy and the markets? – Our MtM Babies – Annabelle, Nico, Blake, and Ainsley continue to grow and thrive!]()
July 27, 2024 – Super Hero Chad Rupprecht Recovering Beautifully from Knee Replacement Surgery! – What impact will the election have on the economy and the markets? – Our MtM Babies – Annabelle, Nico, Blake, and Ainsley continue to grow and thrive!
27/07/2024Gene and Alyssa answer buckets o’ questions: He asks if an executor is personally responsible for paying inheritance tax if the estate runs out of money? He is receiving money from an estate that he wishes to go to his nephew. Can he use a disclaimer? Social media says you should use an irrevocable trust for your family. True or false? She and her sister received inheritances. Can she set up a trust for her sister to protect her? Lots more . . . 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 plan the best S/S strategy for you Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More t
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![July 20, 2024 – President Trump Survives Assassination Attempt. Keep him in your prayers! – Is the Protection Cost of a Buffered ETF worth the money? – Our MtM Babies – Annabelle, Nico, Blake, and Ainsley continue to grow and thrive!]()
July 20, 2024 – President Trump Survives Assassination Attempt. Keep him in your prayers! – Is the Protection Cost of a Buffered ETF worth the money? – Our MtM Babies – Annabelle, Nico, Blake, and Ainsley continue to grow and thrive!
20/07/2024Gene and Alyssa answer buckets o’ questions: He found out his partner has been lying to him about her finances for years. Should he stay? He retired and started consulting. Can he set up a retirement plan? He doesn’t want a 529 plan for either of his young children. Is he right? She made a gift to son and daughter-in-law. Did she do it right? Lots more . . . 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 plan the best S/S strategy for you Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor? Call today (610-746-7007) or email (Gene@AskMtM.com) to sche
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![July 13, 2024 – Chad Rupprecht recovering from knee replacement surgery. Keep him in your prayers! – LAMN Event – $2,000 Raised! Annabelle makes her 5K debut! Great people! – Our MtM Babies – Annabelle, Nico, Blake, and Ainsley continue to grow and thri]()
July 13, 2024 – Chad Rupprecht recovering from knee replacement surgery. Keep him in your prayers! – LAMN Event – $2,000 Raised! Annabelle makes her 5K debut! Great people! – Our MtM Babies – Annabelle, Nico, Blake, and Ainsley continue to grow and thri
13/07/2024Gene and Alyssa answer buckets o’ questions: Her advisor isn’t a good fit. How does she find one that is? Is umbrella liability insurance a good idea? He asks if AI (Artificial Intelligence) will benefit big or small companies more? She asked another advisor about ‘buffered ETFs’ and he had no idea. What gives? Lots more . . . 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 plan the best S/S strategy for you Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan 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.
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![July 6, 2024 – Happy July 4th! Independence Day! Let Freedom Ring! – LAMN Event July 11th 5K – Run, Walk, Roll or just come out for a great time and meet Annabelle! – Seniors are being taken in by SCAMS! What to look for and what to do]()
July 6, 2024 – Happy July 4th! Independence Day! Let Freedom Ring! – LAMN Event July 11th 5K – Run, Walk, Roll or just come out for a great time and meet Annabelle! – Seniors are being taken in by SCAMS! What to look for and what to do
06/07/2024Gene and Alyssa answer buckets o’ questions: He wants to know if he should pay off his mortgage early (spoiler alert – yes!)? He asks if Pennsylvania taxes the gains on the sale of personal residences? She wants to know if a recession is coming and what to do if it is? She believes Social Security is a right provided to us by the Constitution (spoiler alert – no it is not)? Lots more . . . 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 plan the best S/S strategy for you Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor? Call today (610-746-7007) or ema
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![June 29, 2024 – Sarah and Jon Weimer welcome twin daughters, Blake and Ainsley! Mom and babies all doing well – LAMN Event July 11th 5K – Run, Walk, Roll or just come out for a great time and meet Annabelle! – Pennsylvania Independent newspaper is not ind]()
June 29, 2024 – Sarah and Jon Weimer welcome twin daughters, Blake and Ainsley! Mom and babies all doing well – LAMN Event July 11th 5K – Run, Walk, Roll or just come out for a great time and meet Annabelle! – Pennsylvania Independent newspaper is not ind
29/06/2024Gene and Alyssa answer buckets o’ questions: How secure is Social Security? He and his son are beneficiaries of a pension plan. What are their options? Should one of his children use MtM Financial as their financial advisor? Her top priority is getting her home and property to her son. What steps should she take? Lots more . . . 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 plan the best S/S strategy for you Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan 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.
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![June 22, 2024 – LAMN Event July 11th 5K – Run, Walk, Roll or just come out for a great time and meet Annabelle! – Our friend, Bobby Gunther Walsh, celebrates 40 years on WAEB AM790! – One of the most detailed SCAM letters you will ever encounter – What do]()
June 22, 2024 – LAMN Event July 11th 5K – Run, Walk, Roll or just come out for a great time and meet Annabelle! – Our friend, Bobby Gunther Walsh, celebrates 40 years on WAEB AM790! – One of the most detailed SCAM letters you will ever encounter – What do
22/06/2024Gene 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 Medicaid. How do they navigate the journey from their current home to a down-sized home? Lots more . . . 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 plan the best S/S strategy for you Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan 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.
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![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]()
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
15/06/2024Gene 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 possible? Should his wife be the beneficiary of his accounts or the joint owner? Lots more . . . 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 plan the best S/S strategy for you Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan 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.
