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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 18, 2024 – Gene and Alyssa’s babies – very young, and not so young doing very well indeed! – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banner on our More than Money web site home page!

Gene and Alyssa answer buckets o’ questions: Should he take $250,000 out of his 401(k) to pay off his sons’ student loans? She is wrapping up her small business.  Should…... Listen Now

May 11, 2024 – MtM Team Returns from a National Conference of Financial Advisors – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banner on our More than Money web site home page!

Gene and Alyssa answer buckets o’ questions: Her Long Term Care Insurance premiums are through the roof!  What should she do? He wants a meeting to see if we are…... Listen Now

May 4, 2024 – Baby Updates:  Nico, Annabelle, the Twins.  News flash – Alyssa not expecting – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banner on our More than Money web site home page!

Gene and Alyssa answer buckets o’ questions: What does it mean for an investor when a company does a stock buy-back? She is named in a will and doesn’t want…... Listen Now

April 27, 2024 – Income Tax Planning and (Hopefully) Tax Reduction Strategies – 12 Strategies – Elaine Zelker – Leukemia Lymphoma Society Visionary Needs Our Help – Click the Banner on our More than Money website home page!

Gene and Alyssa answer buckets o' questions: Is it ok with the IRS if business owners just pick their salaries? What is the penalty if you need to cash in…... Listen Now

April 13, 2024 – Tax Deadline – Monday the 15th – Be patient and polite when picking up your returns – President Donald Trump in the Lehigh Valley with thousands in the audience – Thomas Jefferson’s Birthday!

Gene and Alyssa answer buckets o’ questions: He is making a gift of land to his church.  What’s the right way to do that? She asks if leasing a car…... Listen Now

April 6, 2024 – It Is Now, Officially, File a Tax Extension Time! – Easter Sunrise Service at Blue Ridge Winery – Inspiring! – Stock Markets Showing Real Volatility – Which Way Will It Go?

Gene and Alyssa answer buckets o’ questions: He asks if inflation is the reason the stock market is going up? Her friend is disabled and approaching 65.  When should he…... Listen Now

March 30, 2024 – Easter! The Most Joyous Day of the Year! – Alyssa abandons Gene to struggle along on his own as she parties! – You may find out that someone else may have already filed ‘your’ tax return!

Gene answers buckets o’ questions: Should a student in high school with $1,742 of income file a tax return anyway? (Spoiler alert – Yes!) How do the Bitcoin ETFs work? …... Listen Now

March 23, 2024 – Pennsylvania Inheritance Tax Can Be a Shocker – Include Your Pets in Your Estate Planning – Salesmen Hype Buying Gold with a 2.74% Average Annual Return for 15 Years

Gene and Alyssa answer buckets o’ questions: Should a student in college with no income file a tax return anyway? (Spoiler alert – Yes!) She is retiring in September.  Will…... Listen Now

March 16, 2024 – Thank You for Gene’s Birthday Well Wishes and Prayers for Baby Annabelle! – More than $12,000 raised for our More than Money Foundation for American Values – Thank you to each and every one

Gene and Alyssa answer buckets o’ questions: How does a QCD (Qualified Charitable Distribution) affect his income taxes? What are the pros and cons of the various ways to own…... Listen Now