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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:
December 7, 2024 – MtM’s Holiday Open House for the Children’s Home of Easton – So many people, so much generosity, such yummy treats (thanks Stephanie!) – December 11th – IIY Packing Shoe Boxes for Children!

Gene and Alyssa answer only a few questions.  Mostly they spent two hours: Greeting people Hugging people Thanking people Holding babies And feeling very, very blessed Free Second Opinion Meetings…... Listen Now

November 30, 2024 – Stock Markets Up Significantly Since Election – Save the Date – December 7th – MtM’s Holiday Open House – Save the Date – December 7th: MtM’s Holiday Open House – Save the Date – December 11th: IIY Packing Shoe Boxes for Children!

Gene and Alyssa answer buckets o’ questions: She asks if her trust should be the beneficiary of her IRAs? He reports that the interest on his I-Bonds has dropped dramatically. …... Listen Now

November 23, 2024 – Thanksgiving!  We have so much to be thankful for – have a blessed day with loved ones! – Alyssa and Gene share more than a dozen year-end tax tips – Save the Date December 7th: MtM’s Holiday Open House – Save the Date – December 11th: IIY Packing Shoe Boxes for Children!

Gene and Alyssa answer buckets o’ questions: He asks best way to sell his father’s home and invest for long term care and security? His previous financial company has not…... Listen Now

November 16, 2024 – Trump Transition Raises Questions about Economic and Investment Expectations – Are you getting your financial information third hand from advisors you’ve never met? – Save the Date – December 7th – MtM’s Holiday Open House – Save the Date – December 11th – IIY Packing Shoe Boxes for Children!

Gene and Alyssa answer buckets o’ questions: He asks how investment management fees are calculated and what they cover? They are moving from PA to NC and wonder if there…... Listen Now

November 9, 2024 – New Market Highs After Trump Wins Election – 2025 Limits on Retirement Account Contributions – New Tax Clients Should Sign Up Now!

Post-Election Day, what happened to the stock market, and what did the Federal Reserve do? Your host Alyssa Young recaps these events and talks about myriad other topics, including: Get…... Listen Now

November 2, 2024 – Presidential Election – Tuesday – Vote Like Your Country Depends Upon It! – Weak jobs reports shows economy is not as strong as we’ve been told – IIY Event is an outstanding success for the puppies, kittens, and humans

Gene and Alyssa answer buckets o’ questions: She asks if she needs a power of attorney to act for her husband? He offers up some suggestions for buying gold and…... Listen Now

October 28, 2024 – Changes in 2025 for Social Security, Medicare & Income Taxes – Presidential Election Impact on Investments – Tips to Avoid Debt

Social Security & Medicare specialist Mark Bacak joins your host Alyssa Young to describe changes to Social Security and Medicare effective in 2025. If you have an Advantage plan or…... Listen Now

October 19, 2024 – Next Great Invest In You Event – October 29th! – Art and Wine – Puppies and Kittens – Conviviality – Aid Animals in Distress – Election is just weeks away – Be sure to vote

Gene and Alyssa answer buckets o’ questions: He asks what we use in our investment portfolios in place of bonds? They have old 401(k)s that give them heart burn at…... Listen Now

October 12, 2024 – Next Great Invest In You Event – October 29th! – Art and Wine – Puppies and Kittens – Conviviality – Aid Animals in Distress – Election is just weeks away – Be sure to vote

Gene and Alyssa answer buckets o’ questions: He wants to know if they should be using a Robo-Advisor? She asks why we don’t name names when discussing protective investments? They…... Listen Now

October 5, 2024 – 6 Reverse Mortgage Misconceptions Debunked – 7 Things the Upper Middle Class Can’t Afford Anymore – Talk about Taxes & Interest Rates

Reverse mortgage specialist Tiffany Shutta joins your host Alyssa Young to debunk six common misconceptions about reverse mortgages. Learn the realities about how this government loan works in the last…... Listen Now