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 answer tons of listener questions: He has a CD maturing at his credit union. Now what? He wants to understand what working with a financial advisor is…... Listen Now
Gene answers tons of listener questions: They want to liquidate some investment. Their advisor wants them to borrow. Who’s right? He warns the audience about leasing cars for elderly parents.…... Listen Now
Gene, and Alyssa answer tons of listener questions: He took company stock out of his profit sharing plan. How does he handle the taxes? She got a raise and wants…... Listen Now
Gene, and Alyssa answer tons of listener questions: Should she divert some of her 401(k) contributions to Roth IRA contributions? She and son own mutual funds jointly. Will changing the…... Listen Now
Gene, and Alyssa answer tons of listener questions: Engineer with MBA wants to know how to update his retirement spreadsheet? She thinks her dad gave her sister $900,000, but did…... Listen Now
Gene, and Alyssa answer tons of listener questions: Should they complete their IRA to Roth IRA conversion while working? Should she turn the ownership of her home over to children…... Listen Now
Gene, and Alyssa answer tons of listener questions: Can he ‘convert’ funds from an annuity to a Roth IRA? Should they use $760,000 to buy into their CCRC or go…... Listen Now
Gene, and Alyssa answer tons of listener questions: He is asking if a bank is better than a credit union or vice versa? He wonders if putting everything is 5%…... Listen Now
Gene, and Alyssa answer tons of listener questions: His wants to understand pros and cons of an IRA vs a SEP IRA? He had done lots of research but is…... Listen Now
Gene, and Alyssa answer tons of listener questions: His investments took a dive last summer and have not rebounded. What now? They live in one home and are renovating their…... Listen Now
