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.
Gene and Alyssa answers tons of listener questions: How should we use a 529 plan for our new grandson? She recently lost her husband and needs help to manage her…... Listen Now
Gene and Alyssa answers tons of listener questions: Should she take a reduced monthly pension? Is using withdrawals from IRAs to fund life insurance premiums a good idea? What should…... Listen Now
Gene and Alyssa answers tons of listener questions: Medicare and IRMA? I Bonds – still a good investment? How are jointly owned CDs taxes at mom’s passing? What can they…... Listen Now
Gene and Alyssa answers tons of listener questions: How can her daughter invest for her financial security? His retirement plans are dropping like ‘a rock’. Should he move them out?…... Listen Now
Gene and Alyssa answers tons of listener questions: He asks if $120,000 in legal fees is excessive for a $360,000 estate? Is he ‘too old’ at age 58 to think…... Listen Now
Gene and Alyssa answers tons of listener questions: Alyssa interviews Kegan Morris of Ash Brokerage on Social Security taxation Zane Belcak calls in to explore ways to fix/improve credit scores…... Listen Now
Gene answers tons of listener questions: Did Gene really make a mistake and did Alyssa (and Mark Bacak) really correct him? Are there advantages to accessing ‘brokered’ certificates of deposit?…... Listen Now
Gene answers tons of listener questions: He’s taking his social security and didn’t know his wife could take a spousal? Are there any alternatives to earning almost nothing in a…... Listen Now
Gene answers tons of listener questions: They are separated, but still married. Can she have access to his IRA now? Does he have to take a separate RMD from his…... Listen Now
Gene answers tons of listener questions: What are structured notes and who might want to use them?Their first grandbaby is on the way. How can they help with the finances?How…... Listen Now