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:

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!

Gene 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. …... Listen Now

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 thrive!

Gene 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…... Listen Now

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

Gene 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…... Listen Now

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 independent – don’t be fooled!

Gene 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…... Listen Now

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 the financial regulators want you to know when working with an advisor?

Gene 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…... Listen Now

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 of all financial success?

Gene 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…... Listen Now

June 8, 2024 – Elaine Zelker Raises More than $105,000 for LLS – Visionary of the Year! – Tails of Valor Golf Tournament – Great People, Great Food, and Best of All – Great Dogs! – LAMN Event July 11th 5K – Run, Walk, Roll or just come out for a great time!

Gene and Alyssa answer buckets o’ questions: What are the rules for making gifts to children to then qualify for Medicaid? Is a rollover from a 529 plan into a…... Listen Now

June 1, 2024 – Long Term Care Insurance Strategy That Might Be the Right Answer for You! – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banner on our More than Money web site home page!

Gene and Alyssa answer buckets o’ questions: What amount can a husband and wife deduct on their PA income tax for 529 contributions? He wants to work after he reaches…... Listen Now

May 25, 2024 – Memorial Day – Remembering Those Who Died for Our Freedoms – RMDs for Inherited IRAs not Required in 2024, but should you take them anyway? – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banner on our More than Money web site home page!

Gene and Alyssa answer buckets o’ questions: Should he take a big block of money out of his IRA to pay cash for an investment property? She’s doing lots of…... Listen Now

May 18, 2024 – Gene and Alyssa’s babies – very young, and not so young doing very well indeed! – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banner on our More than Money web site home page!

Gene and Alyssa answer buckets o’ questions: Should he take $250,000 out of his 401(k) to pay off his sons’ student loans? She is wrapping up her small business. Should…... Listen Now