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:

August 24, 2019 – Invitation to a Free Meal at a Great Grillhouse, Half of the Agenda are Tax Questions, Invite says, ‘We do not give legal or tax advice.’ Are you kidding me?!? Bucket O’ Listener Questions – Part 1

Gene answers tons of listener questions: What is the FIRE retirement plan?At age 72 how does he invest his IRA?At age 86 should Dad buy a home or rent?Tons of…... Listen Now

August 17, 2019 – “Can He Roll Money Out of his Profit Sharing Plan to an IRA? What does the IRS want to see for College Expenses? How Should She Invest $50,000? Gene heads off to speaking gig in his hometown! Bucket O’ Listener Questions” – Part 2

Gene answers tons of listener questions: Daughter’s Roth IRA?Silver coins or high yield municipal bonds?Opening a 529 plan for her grandson?Scholarships and 529 plans?Tons of great listener questions? For our…... Listen Now

August 17, 2019 – “Can He Roll Money Out of his Profit Sharing Plan to an IRA? What does the IRS want to see for College Expenses? How Should She Invest $50,000? Gene heads off to speaking gig in his hometown! Bucket O’ Listener Questions” – Part 1

Gene answers tons of listener questions: Daughter’s Roth IRA?Silver coins or high yield municipal bonds?Opening a 529 plan for her grandson?Scholarships and 529 plans?Tons of great listener questions? For our…... Listen Now

August 10, 2019 – Why Did They Send Him a 401(k) Check?!?! 88 Year Old Mom Left Son Two Kinds of IRAs What are an Employer’s Risks for Setting Up a 401(k)? Bucket O’ Listener Questions – Part 2

Gene answers tons of listener questions: Current advisor pushing annuities?Companies go bankrupt and cut the shareholders out!Beneficiaries getting conflicting answers on Dad’s annuityDoes a notary seal expire?Tons of great listener…... Listen Now

August 10, 2019 – Why Did They Send Him a 401(k) Check?!?! 88 Year Old Mom Left Son Two Kinds of IRAs What are an Employer’s Risks for Setting Up a 401(k)? Bucket O’ Listener Questions – Part 1

Gene answers tons of listener questions: Current advisor pushing annuities?Companies go bankrupt and cut the shareholders out!Beneficiaries getting conflicting answers on Dad’s annuityDoes a notary seal expire?Tons of great listener…... Listen Now