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