fbpx

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:

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!

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…... Listen Now

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?

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…... Listen Now

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!

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? …... Listen Now

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