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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:

March 26, 2022 – Stock Markets Post Gains for Second Week in a Row – Changing Accounts to New Advisor Does Not Have to Be Difficult! – Bucket O’ Listener Questions

Gene and Alyssa answer tons of listener questions: Should couple in the 80’s add gold to their investments?He lost his wife in November and is working hard to get his…... Listen Now

March 19, 2022 – Alyssa and Gene Remember Ruby and Applesauce with Donation! – Stock Market Gains 5% in Strong Week – Bucket O’ Listener Questions

Gene and Alyssa answer tons of listener questions: He asks how he will be taxed when he sells his gold coins?She asks is she needs to pay PA inheritance tax…... Listen Now

March 12, 2022 – Gene Thanks Everyone for Their Happy Birthday Wishes! – Gas Prices Fuel Rapid Inflation Rise Affecting Most of the American Economy! – Bucket O’ Listener Questions

Gene and Alyssa answer tons of listener questions: Zane Belcak, college correspondent, asks if Fed rate hikes will push us into recession?Listener asks about rules and mechanics of his first…... Listen Now

March 5, 2022 – Gas Prices and Heating Oil Through the Roof! More Inflation to Follow! – “What should (and shouldn’t) retirees be doing to be happy in retirement?” – Bucket O’ Listener Questions

Gene and Alyssa answer tons of listener questions: Her husband handled everything and is now in a nursing home.  Finding things?They’re married, but separated for ten years.  Can she buy…... Listen Now

February 26, 2022 – Russia Invades Ukraine – Stock Markets See Extreme Volatility – Mark Belcak Explains How to React In Your Investment Portfolios – Bucket O’ Listener Questions

Gene and Alyssa answer tons of listener questions: When her husband enters a nursing home does she lose her RMD?What is ESG investing?Inflation is shooting very high – what is…... Listen Now

February 19, 2022 – Estate Planning Attorney Keith Strohl Talks Basics with Alyssa – Reverse Mortgages and Estate Planning are Hot Topics – Bucket O’ Listener Questions

Gene and Alyssa answer tons of listener questions: How does she report non-deductible IRAs on her tax return?Listener asks if he has to take RMDs from each of his IRAs?The…... Listen Now

February 12, 2022 – Reverse Mortgage Expert, Tiffany Shutta, Shares Pros and Cons? – Super Bowl Weekend! – Bucket O’ Listener Questions

Gene and Alyssa answer tons of listener questions: What can a homeowner do with the proceeds from a reverse mortgage?Listener compares Gene to her favorite person – her father.  Wonderful…... Listen Now

February 5, 2022 – Financial Advisor, Mark Belcak, Talks Volatile Stock Market Dos and Don’ts? – Jobs Reports Outstanding! – Bucket O’ Listener Questions

Gene and Alyssa answer tons of listener questions: Is interest earned on I-Bonds tax free when used for education?Why is his advisor requiring a ‘medallion signature guarantee’?Can he rollover his…... Listen Now

January 29, 2022 – What Should You be Doing with This Crazy Stock Market? – How Do You Avoid Paying Taxes When You Make Gifts! – Bucket O’ Listener Questions

Gene and Alyssa answer tons of listener questions: Should you be investing in Cryptocurrency?How is an annuity inside an IRA taxed?Can an owner of IRAs set up charities as the…... Listen Now

January 22, 2022 – Who Should be Using a Trust and What Kind? – Laughing at My Nightmare (LAMN) Marks 10th Anniversary! – What Happens When You Disagree with One of Gene’s Answers? – Bucket O’ Listener Questions

Gene and Alyssa answer tons of listener questions: What is the benefit of working with a fiduciary financial advisor?How do you access a safe deposit box when an owner has…... Listen Now