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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:
May 20, 2023 – Andrew Young Elected King of the Prom! – Join Us June 29th at Blue Ridge Winery for a Very Special MtM Event and Wine for LLS! – Invite our MtM golfers to your fund raising golf tournament!

Gene and Alyssa answer tons of listener questions: Is it possible his tax preparer got it wrong? When he moves south should he rent his house or sell it? Should…... Listen Now

May 13, 2023 – Savannah – Our Team Brought Back Some Excellent Ways to Better Serve You! – Active 401(k) Management Now Available to You and Your 401(k)! – Invite our MtM golfers to your fund raising golf tournament!

Gene and Alyssa answer tons of listener questions: Is home title insurance worth the money? Is settling her estate going to be hard because her kids are in seven (7)…... Listen Now

May 6, 2023 – Social Security and Medicare Partner Mr. Mark Bacak Answers Buckets of Questions! – Does the world seem crazy to you?  Have your investments been reviewed? – Invite our MtM golfers to your fund raising golf tournament!

Gene and Alyssa answer tons of listener questions: He has a CD maturing at his credit union.  Now what? He wants to understand what working with a financial advisor is…... Listen Now

April 29, 2023 – Alyssa Young Runs Away From More than Money Radio – We brought the MtM team home from Savannah – In very good shape indeed! – Not all financial advisor dinner invitations are good – or bad!

Gene answers tons of listener questions: They want to liquidate some investment.  Their advisor wants them to borrow.  Who’s right? He warns the audience about leasing cars for elderly parents.…... Listen Now

April 22, 2023 – You can now have your 401(k) professionally managed without moving it out of the company plan – We’re taking the MtM team to Savannah – Alyssa is very funny this week!

Gene, and Alyssa answer tons of listener questions: He took company stock out of his profit sharing plan.  How does he handle the taxes? She got a raise and wants…... Listen Now

April 15, 2023 – Tax Filing Deadline in Three Days! – We love to play in fund-raising golf tournaments – Let us know if you have an organization sponsoring a golf tournament

Gene, and Alyssa answer tons of listener questions: Should she divert some of her 401(k) contributions to Roth IRA contributions? She and son own mutual funds jointly.  Will changing the…... Listen Now

April 8, 2023 – Happy Easter! He is Risen! – Have You Shared All Your Passwords with Your Spouse or Executor? – Have You Kept All Your Beneficiary Designations Up to Date?

Gene, and Alyssa answer tons of listener questions: Engineer with MBA wants to know how to update his retirement spreadsheet? She thinks her dad gave her sister $900,000, but did…... Listen Now

April 1, 2023 – Holy Week! March Madness! MLB Back! – Major Stock Market Indexes Up Three Weeks in a Row – Investing in the Stock Market While Limiting Risks?

Gene, and Alyssa answer tons of listener questions: Should they complete their IRA to Roth IRA conversion while working? Should she turn the ownership of her home over to children…... Listen Now

March 25, 2023 – We Raised $103,000 for the Puppies and the Kittens! – Major Stock Market Indexes Up Two Weeks in a Row – Federal Reserve Ups Rates Again

Gene, and Alyssa answer tons of listener questions: Can he ‘convert’ funds from an annuity to a Roth IRA? Should they use $760,000 to buy into their CCRC or go…... Listen Now

March 18, 2023 – Center for Animal Health and Welfare Bowl-A-Thon! – SVB Bank Goes Under – Schwab Bank Gains $16.5 Billion in Assets – St. Patrick’s Day and March Madness!

Gene, and Alyssa answer tons of listener questions: He is asking if a bank is better than a credit union or vice versa? He wonders if putting everything is 5%…... Listen Now