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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 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

January 15, 2022 – What Should a College Student Do to Get His/Her Financial Future on Track? – What are the investment options inside a Roth IRA? – Bucket O’ Listener Questions

Gene and Alyssa answer tons of listener questions: Is inflation temporary or going away soon?How do inherited IRAs best handled by the beneficiary?Can an investor put appreciated stock in a…... Listen Now

January 8, 2022 – Tax Season Tips as We Interview Diane Dickison – ‘The Boss’ – Steve calls in with questions that only Alyssa can answer – Bucket O’ Listener Questions

Gene and Alyssa answer tons of listener questions: What is the tax impact of ‘selling’ a property to their son?Will his gifts to his children impact his ability to get…... Listen Now

January 1, 2022 – Happy New Year! – Get a Great Financial Start with our Action Plan Checklist in our January MtM Newsletter – Bucket O’ Listener Questions

Gene and Alyssa answer tons of listener questions: Should Bitcoin or Gold be in a conservative investment portfolio?If he sold stock on 12/31/21 when does he report that to the…... Listen Now

December 18, 2021 – Merry Christmas! – Thank You for Helping the Children’s Home of Easton! – Bucket O’ Listener Questions

Gene and Alyssa answer tons of listener questions: What can he do with savings bonds he found in the trash?Are I-Bonds a good investment choice?How can she prevent her $5,000…... Listen Now