March 7, 2026

March 7, 2026 – Live TV Event on March 5th at PBS – Thank You to Everyone! – Financial markets unsettled as war on Iran unfolds – More than Money Newsletter available – free – just ask!

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2022 Gene Radio pic (1400 x 1400)
More Than Money with Gene Dickison
March 7, 2026 - Live TV Event on March 5th at PBS – Thank You to Everyone! - Financial markets unsettled as war on Iran unfolds - More than Money Newsletter available – free – just ask!
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Gene and Alyssa answered questions and explored important topics:

  • She asks how she might open a 529 plan for a grandson in California?
  • She wants to understand how to gift $20,000 to her son without paying income taxes?
  • He asks if car lease payments are tax deductible?
  • She attended the PBS Live Event with her husband and had some pretty nice things to say . . .
  • He asks if he should use the traditional 401(k) option while his wife using the roth option?

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  • Meet with a More than Money advisor to review your entire financial picture or simply project your retirement
  • Meet with our Social Security partner to plan the best S/S strategy for you
  • Meet with our estate planning attorney partner to review your estate plans – if you have any
  • Meet with our insurance partner to review your life or long term care coverages
  • Discover how to have your 401(k) professionally managed without leaving your company plan

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