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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:
February 25, 2023 – New Rules for Inherited IRAs? – Is More than Money Patriarchal or Matriarchal? – And . . . What pronouns are we supposed to use in the World Headquarters?

Gene, and Alyssa answer tons of listener questions: He lost his young wife to cancer.  It looks like his daughter is losing her inheritance.  What next? She passed at age…... Listen Now

February 18, 2023 – In What Food Category is ‘ESG’ the Key Ingredient? – Schwab 1099s Available Online, Snail Mail on the Way – What the Heck Direction Are Interest Rates Going?

Gene and Alyssa answer tons of listener questions: He’s 96 and loves reading Gene’s newsletters. Can she make gifts electronically?  (spoiler alert – yes!) Should their son – who’s just…... Listen Now

February 11, 2023 – Jon Weimer Makes His Radio Debut to Rave (Raving Mad?) Reviews – Super Bowl and Valentine’s Day! – What the Heck is ESG Investing Anyway?

Gene, Alyssa, and Jon answered tons of listener questions: What should he do with low cost basis stock he really doesn’t need? Can she roll an inherited IRA into her…... Listen Now

February 4, 2023 – 500,000 Jobs Created in January – Fed Raises Key Rate 0.25% – Tax Season in Full Swing – Gather Your Docs and Drop Them Off! – Pensions – Monthly Payments or Lump Sums

Gene and Alyssa answered tons of listener questions: Is there a way to deduct charitable contributions if you don’t use Schedule A? Is it possible to roll an IRA annuity…... Listen Now

January 28, 2023 – Philadelphia Eagles! – Stock Markets Have Excellent Week – Good Start to 2023 – Start Saving for Retirement at Age 50!

Gene and Alyssa answered tons of listener questions: Is it possible for him to collect Social Security before his wife starts collecting hers? What is the difference between cryptocurrency and…... Listen Now

January 21, 2023 – 4.5% and 5.25% rates are available, but are they a good idea? – January Newsletter Hitting the Streets Next Week – Subscribe and Let Us Know What You Think! – New Rules for Inherited IRAs – And New Rules for RMDs – Lucky American Taxpayers!

Gene and Alyssa answered tons of listener questions: He got a 1099R for funds he moved to an IRA.  Is this taxable? Is now a good time to invest in…... Listen Now

January 14, 2023 – Stock Markets Up Sharply in the New Year (ok – for 11 days – keep calm)! – Jonathan Weimer Joins MtM as Our Newest Financial Advisor! – MtM Tax Clients Be Sure to Review Super Important Email!

Gene and Alyssa answered tons of listener questions: What are the pros and cons of buying CDs vs. I Bonds? Caller wanted to thank Alyssa for her help and her…... Listen Now

January 7, 2023 – Stock Markets Up Sharply in the New Year (ok – for 4 days)! – Jonathan Weimer Joins MtM as Our Newest Financial Advisor! – MtM Tax Clients Be Sure to Review Super Important Email!

Gene and Alyssa answered tons of listener questions: Are Uber charges tax deductible? What is ‘cash stuffing’? What home improvements are considered deductible when selling your house? How does he…... Listen Now

December 31, 2022 – Happy, Healthy, and Prosperous New Year from Gene and Alyssa! – New RMD Rules in 2023! New Inherited IRA Rules in 2023! – Hurry to Complete Your Gifts, RMDs, and QCDs Before the Year Ends!

Gene and Alyssa answered tons of listener questions: How long does he have to keep his income tax records before safely shredding? His is turning 65, still working, but wonders…... Listen Now

December 24, 2022 – Merry Christmas from Gene and Alyssa! – Bobby Gunther Walsh Joins Gene to Thank Everyone in Our Amazing Audiences! – Hurry to Complete Your Gifts, RMDs, and QCDs Before the Year Ends!

Gene answered listener questions, but mostly he shared Christmas music (thank you John Elliott), spent time with Gunther (he helps so many great organizations all year long), spoke with Alyssa…... Listen Now