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:

November 25, 2023 – Drive Around Christmas on December 2nd! Empty Gene’s Wallet for the Children! – Invest In You (IIY) – December 6th – Holiday Hope Chest Gift Wrapping – Year-end tax savings tips

Gene and Alyssa answer tons of listener questions: They have $90,000 in a 529 plan for their son. Should they add more? He is retiring with $360,000 in his 401(k). …... Listen Now

November 18, 2023 – Happy Thanksgiving! Drive Around Christmas on December 2nd! – Invest In You (IIY) – December 6th – Holiday Hope Chest Gift Wrapping – Convert your paper savings bonds to electronic!

Gene and Alyssa answer tons of listener questions: Are money markets the same as bank accounts? How does a reverse mortgage work if the owner goes into a nursing home?…... Listen Now

November 11, 2023 – Veterans Day! Thank the Men and Women Responsible for our American Freedoms! – Mark Belcak, Greg Grillo, and Chad Rupprecht Join Us! – ‘Gold IRA’ dealer charged with $68,000,000 Fraud!

Gene and Alyssa answer tons of listener questions: Are all annuity salespeople ‘slick’? How does he properly deduct his RMD QCDs to charity? Why would he not buy lots of…... Listen Now

November 4, 2023 – Beware! Some On-Line Tax Prep Companies are Sharing Your Tax Info with Facebook and Google! – Stock markets show life after three month slide – Sometimes clients pass away and it’s challenging to our hearts – they had become our friends

Gene and Alyssa answer tons of listener questions: Vanguard is charging her $25.00 to process her RMDs?!?! He did two IRA rollovers within seven months. Is he in trouble with…... Listen Now

October 28, 2023 – What to Do When a Loved One Dies – Monday’s Live Event – Stock Markets soft with Biden-omics keeping food and energy costs high – Where do you go for a solid return on your cash accounts?

Gene and Alyssa answer tons of listener questions: Is this grandma helping her 5 grandchildren with college costs (food) getting in trouble with the IRS? She wants to know when…... Listen Now

October 21, 2023 – 6 Customized Client Strategies – The Value of an Advisor – The 2024 Social Security COLA

Alyssa Young is your host today. She describes six strategies she’s helping clients develop for their unique circumstances. Alyssa also welcomes MtM senior financial advisor Mark Belcak at the top…... Listen Now

October 14, 2023 – Prayers for the people of Israel and All victims of barbaric terrorism! – Free Second Opinions on Your Retirement Plans – Wish Megan a very Happy Birthday!

Gene and Alyssa answer tons of listener questions: Is there risk investing in a bond that offers 10% – 13% rates? At age 85 should he cash in his life…... Listen Now

October 7, 2023 – What Does the House of Representatives do without a Speaker? – Where can you get solid advice on the best use of your social security benefits? – Is a ‘Medallion Guarantee’ the same as a notary?

Gene and Alyssa answer tons of listener questions: She was sold three (3) annuities and now finds they are not what she was sold. What now? They need to know…... Listen Now

September 30, 2023 – Will the Government Shut Down and Give Us All a Break? – Is Digital Currency really on its way or just a sales gimmick for hucksters? – Why are we hearing ads on radio and tv for gold every five minutes?

Gene and Alyssa answer tons of listener questions: He wants to use his grandson’s 529 account to buy a car. What will the taxes/penalties be? Her home also contains a…... Listen Now

September 23, 2023 – Our Total for 2023 Folds of Honor Radio-thon . . . $114,401! A New Record – Thank you so much to our audience, our sponsors, and our MtM Team! – Megan figures it all out!!!

Gene and Alyssa answer tons of listener questions: They responded to the IRS and they haven’t heard a word in weeks. Should they be worried? What are the costs involved…... Listen Now