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:

February 22, 2020 – Dad’s Estate – IRAs and Residuals – Income Tax Deadline Right Around the Corner – Bucket O’ Listener Questions

Gene answers tons of listener questions:  Should listener use ‘Recovery Service’ to claim stock?Daughter rolled over pension funds to IRA, but got a 1099?Listener hopes to roll IRA over into…... Listen Now

February 15, 2020 – Nanny Cams to Protect Seniors – Coronavirus and the Markets – Bucket O’ Listener Questions

Gene answers tons of listener questions:  Should listener take lump sum buy-out of pension plan?What happens to the U.S. stock market if ‘Crazy Bernie’ is elected President?Listener reports annuities generating…... Listen Now

February 8, 2020 – 225,000 New Jobs Created in January – Income Tax Prep Clients – Drop Off Your Docs – Bucket O’ Listener Questions

Gene answers tons of listener questions:  What capital gains tax does the listener owe on the sale of his home?Must the listener take RMDs from each of the three (3)…... Listen Now

February 1, 2020 – Local Financial Advisor Guilty in Federal Court – Super Bowl – Corona Virus – Impeachment Bucket O’ Listener Questions

Gene answers tons of listener questions:  How can listener gift stock to six different individuals?If he retires at the end of the year and takes a ‘chunk’ out of his…... Listen Now

January 25, 2020 – Regulators: Ask Your Annuity Salesperson if They Are Licensed Financial Advisors! – PBS39 More than Money TV Show Gains a Following – Impeachment Trial has Little/No Impact on Stock Markets – Bucket O’ Listener Questions

Gene answers tons of listener questions:  How do charities and annuities work together?What should listener do with the annual payments she’s now receiving from her variable annuity?How does listener’s contribution…... Listen Now