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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:

January 14, 2023 – Stock Markets Up Sharply in the New Year (ok – for 11 days – keep calm)! – Jonathan Weimer Joins MtM as Our Newest Financial Advisor! – MtM Tax Clients Be Sure to Review Super Important Email!

Gene and Alyssa answered tons of listener questions: What are the pros and cons of buying CDs vs. I Bonds? Caller wanted to thank Alyssa for her help and her…... Listen Now

January 7, 2023 – Stock Markets Up Sharply in the New Year (ok – for 4 days)! – Jonathan Weimer Joins MtM as Our Newest Financial Advisor! – MtM Tax Clients Be Sure to Review Super Important Email!

Gene and Alyssa answered tons of listener questions: Are Uber charges tax deductible? What is ‘cash stuffing’? What home improvements are considered deductible when selling your house? How does he…... Listen Now

December 31, 2022 – Happy, Healthy, and Prosperous New Year from Gene and Alyssa! – New RMD Rules in 2023! New Inherited IRA Rules in 2023! – Hurry to Complete Your Gifts, RMDs, and QCDs Before the Year Ends!

Gene and Alyssa answered tons of listener questions: How long does he have to keep his income tax records before safely shredding? His is turning 65, still working, but wonders…... Listen Now

December 24, 2022 – Merry Christmas from Gene and Alyssa! – Bobby Gunther Walsh Joins Gene to Thank Everyone in Our Amazing Audiences! – Hurry to Complete Your Gifts, RMDs, and QCDs Before the Year Ends!

Gene answered listener questions, but mostly he shared Christmas music (thank you John Elliott), spent time with Gunther (he helps so many great organizations all year long), spoke with Alyssa…... Listen Now

December 17, 2022 – Christmas Party for the Children’s Home of Easton! – Sam Bankman-Fried – Cyber Con Artist – Hurry to Complete Your RMDs and QCDs Before the Year Ends!

Gene and Alyssa answers tons of listener questions: How should we use a 529 plan for our new grandson? She recently lost her husband and needs help to manage her…... Listen Now

December 10, 2022 – $19,000 for the Children’s Home of Easton! – Thank You to the Greatest Audience Ever!December 10, 2022 – $19,000 for the Children’s Home of Easton! – You’ve helped make Christmas special for kids who need our love!

Gene and Alyssa answers tons of listener questions: Should she take a reduced monthly pension? Is using withdrawals from IRAs to fund life insurance premiums a good idea? What should…... Listen Now

December 3, 2022 – Children’s Home of Easton Radiothon and MtM’s Drive Around Christmas! – More than Money ‘Double Doubles’ Audience’s Investments in the Kids – It Got Crazy!!!

Gene and Alyssa answers tons of listener questions: Medicare and IRMA? I Bonds – still a good investment? How are jointly owned CDs taxes at mom’s passing? What can they…... Listen Now

November 26, 2022 – Live Events!  Invest in You on 12/1 and More than Money Holiday on 12/3! – You Might Pay No Income Tax on that Capital Gain This Year! – Bucket O’ Listener Questions

Gene and Alyssa answers tons of listener questions: How can her daughter invest for her financial security? His retirement plans are dropping like ‘a rock’.  Should he move them out?…... Listen Now

November 19, 2022 – Thanksgiving in Nearly Here – Gratitude is in the Air – Cryptocurrencies Continue Slide – Major Crypt Exchange Files Chapter 11 – Bucket O’ Listener Questions

Gene and Alyssa answers tons of listener questions: He asks if $120,000 in legal fees is excessive for a $360,000 estate? Is he ‘too old’ at age 58 to think…... Listen Now