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Catch Up on What You Might Have Missed

We’ve created an archive of our previous shows so that you won’t miss a single second of helpful financial information from Gene Dickison and his guests.

Check Out Our Latest Episodes Here:

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

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…... Listen Now

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

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…... Listen Now

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

Alyssa takes charge and is joined by: Chad Rupprecht – financial advisor and a super hero in a fleece vest Greg Grillo – financial advisor, superstar golfer, and Abby’s dad…... Listen Now

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?

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?…... Listen Now

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?

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…... Listen Now

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

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…... Listen Now

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?

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…... Listen Now