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.
Alyssa welcomes special guests: Mark Bacak – Social Security and Medicare expert Mike Pompei – Life Insurance and Long Term Care planning partner Keith Strohl – Estate Planning and Elder…... Listen Now
Gene and Alyssa answer questions: He asks if the rumors of a $750.00 check to seniors are true? He asks how a non-profit must handle an inherited IRA? He is…... Listen Now
Gene and Alyssa answer questions: He asks if his social security claiming strategy makes sense? She asks if they will get a refund after his employer took out ‘way too…... Listen Now
Gene and Alyssa answer questions: He asks if he can move funds from an irrevocable trust into a standard account? She is widowed and moving her husband’s IRAs to her…... Listen Now
Gene and Alyssa answer questions: He and his wife have some physical concerns. Can they write off a hot tub on their income taxes? She turns 73 in a month…... Listen Now
Gene and Alyssa answer questions: He will stop watching my show since we disagree on tariffs and President Trump! Too bad for him. She wants to know if her advisor…... Listen Now
Gene and Alyssa answer questions: He wanted to get out of the market and his advisor did not return his calls! She wants investments that reflect her values. Is that…... Listen Now
Gene and Alyssa answer questions: Her advisor does not the rules for her RMD. This is very bad! She finds her work life intolerable. Is she the reason? He asks…... Listen Now
Gene and Alyssa answer questions: He asks how best to time the stock market? (Spoiler alert – you can’t) He asks how social security benefits change from age 67 to…... Listen Now
Gene and Alyssa answer questions: She asks if she should leave her IRA to one beneficiary and have him split out the shares? He asks if he needs to set…... Listen Now
