PBS39 Hosts: More than Money LIVE Event! Register Here
Your Complete Financial Picture
Services
We’re the financial advisory firm that loves sharing our extensive knowledge and experience with you to help improve your independent investment strategies and overall personal financial well- being. We are passionate about our fiduciary duty to act in your best interest. Our expertise includes financial advisory services, financial investment management, retirement planning, Social Security strategies, income tax planning, estates, wills, life insurance, long-term care strategies and more.
Financial Advisory Services
Your MtM Financial Group financial advisor starts by helping you to identify financial goals and independent investment decisions that matter most to you. Then, we help create the strategies that best position you to meet your specific goals.
Financial Investment Management
We’re the financial advisory firm that is all about finding the right balance for you. We’ll help design, implement and monitor a financial investment portfolio that maximizes your opportunities for growth at the appropriate level of risk.
Retirement Planning
We all dream about retiring “some day.” Whether your “some day” is years off or imminent, your financial advisor at MtM Financial Group will create a strategy to help put you on the path to financial security so that you can retire confidently.
Income Tax Services
Tax laws are constantly changing, making it difficult for even the most savvy individual or business owner to keep up. Here’s something that should never change: receiving every single credit and deduction you’re due. Our experienced tax team will make sure nothing is overlooked.
Estate Planning
Confused about wills, trusts and living wills? POAs and PODs? Charitable giving? Worried you don’t have adequate life, long-term care or disability insurance? Your MtM financial advisor will assess every piece of your estate-planning puzzle, including the tax ramifications.
Free Second Opinion
We provide complimentary reviews of your wills and estate, life insurance, retirement plan, investment portfolio, Social Security strategy, income tax planning, long-term care strategies or Medicare. One of our skilled and experienced financial advisors will assess your current situation at no charge, with no pressure or obligation.
Listen (and Learn) Live!
On the Radio: More Than Money With Gene Dickison
Tune in to the “More Than Money with Gene
Dickison” radio show from 8 a.m. to 10 a.m. every
Saturday on WAEB AM 790 as Gene and Alyssa
answer listeners’ questions LIVE! Send us your
questions, too.
Tune In
Latest Episodes
LIVE Saturday Mornings, 8 a.m. & 10 a.m.
WAEB AM 790
February 22, 2025 February 22, 2025 – Radio Show...
February 15, 2025 February 15, 2025 – Special Event – March 6th – Live Television Taping of More than Money at PBS39 – Only 21 seats left to be part of a live studio audience? – Email Gene@AskMtM.com to request your seats...
February 8, 2025 February 8, 2025 – Special Event – March 6th – Live Television Taping of More than Money at PBS39 – Would like to be part of our guests and be part of a live studio audience? – Email Gene@AskMtM.com to request your seats...
February 1, 2025 February 1, 2025 – Special Event – March 6th – Live Television Taping of More than Money at PBS39 – Would like to be part of our live studio audience? – Email Gene@AskMtM.com to request your seats...
January 25, 2025 January 25, 2025 – Special Event – March 6th – Live Television Taping of More than Money at PBS39 – Would like to be part of our live studio audience? – Email Gene@AskMtM.com to request your seats...
Watch (and Learn)!
On TV: More Than Money With Gene Dickison
7:30 p.m. Tuesdays on WLVT-TV Channel 39
7 p.m. Thursdays on BRC TV Channel 13
Invite the Lehigh Valley’s renowned financial
advisor into your living room! Watch the “More
Than Money with Gene Dickison” TV show at 7:30
p.m. Tuesdays on PBS39 and at 7 p.m. Thursdays
on BRC TV-13. Gene has broadcast more than
1,450 shows over more than 30 years. His show is
one of the longest-running financial shows in the
country. We’re grateful to our loyal viewers, coast-
to coast and locally in Bethlehem, Easton,
Hellertown, Nazareth, Center Valley, Allentown,
Stroudsburg, Northampton County, Lehigh County,
Bucks County, Monroe County, and Warren County.
“More than Money” is also available online, so you
can watch from anywhere!
Learn More
Watch (and Learn)!
On TV: More Than Money With Gene Dickison
Did you miss one of our “More Than Money With Gene Dickison” TV shows on PBS39 or BRC TV-13? Don’t worry! You can watch Gene, one of the most well-respected financial advisors in the area, along with his interesting guests right here.
Watch More
More than Money on PBS39 – Season 6 / Episode 21
More than Money on BRC – 1/30/2025
More than Money on PBS39 – Season 6 / Episode 20
We Stand Out From the Rest
Why Choose MtM
There's a reason why so many people are eager to work with us. Actually, there are a bundle of reasons. For starters, our No. 1 priority is and always will be to serve you and improve your financial wellbeing. To get started, try our free second opinion services. Find out more about why we're the unique partner that makes sense for our valued clients across the country and locally in Bethlehem, Easton, Hellertown, Nazareth, Center Valley, Allentown, Stroudsburg and throughout Northampton, Lehigh, Bucks, Berks, Monroe and Warren counties. We could be the right fit for you, too, whether you live nearby or afar.
Blog
Your Source for Financial Investment Insights
Invest in You – Holiday Hope Chests 2024!
Our fourth annual shoebox-packing party was another tremendous success. At our Invest in You gathering Dec. 11, we wrapped and packed 110 shoeboxes and gathered a dozen gift cards for children in the Lehigh Valley to enjoy this Christmas. This year, Cay Galgon Life House of Bethlehem and Mosser Elementary School in Allentown are distributing our Holiday Hope Chests donations.
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Invest in You – Art, Bark & Meow 2024!
The Invest in You “Art, Bark & Meow” event on Oct. 29, 2024, was a purr-fectly enjoyable evening, thanks to the group of wonderful women who joined us. Our guests showcased their artistic talent, creativity and willingness to try new things as “resident artist” Margie Kavchok led us in drawing a dog and a cat using watercolor pencils. We shared
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Sifting Through the Noise – September 2024
Big News!!! On June 24th, 2024 my wife and I welcomed our beautiful twin girls, Blake and Ainsley, into this world. Mom and babies are all healthy and doing well – and big brothers Luke and Logan are loving them! This major life event brought two things sharply into focus for me: A Breath of Fresh Air It made me
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Donate to Support Folds of Honor
AM790 WAEB hosts 15th annual radio-thon : Thursday, 9/5/2024 – Wednesday, 9/11/2024 Folds of Honor provides scholarships to fallen and disabled first responder and service members’ families. Donate via credit card HERE! Radio-thon details here
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