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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:

December 16, 2023 – Stock Market History – 2023 Tax Return Preparations – Retirement Plan Changes in 2024 & More

Alyssa Young is your host this morning. She shares historical stats about stock market performance—including average returns before and after presidential elections—and lots of information to prepare you for your…... Listen Now

December 2, 2023 – Drive Around Christmas! – You Emptied My Wallet! – Almost $8,000 for the Children’s Home!

Gene and Alyssa answer a few listener questions, but mostly say thank you over and over: How does she elect her inherited Roth IRA distributions by the deadline? Should he…... Listen Now

November 25, 2023 – Drive Around Christmas on December 2nd!  Empty Gene’s Wallet for the Children! – Invest In You (IIY) – December 6th – Holiday Hope Chest Gift Wrapping – Year-end tax savings tips

Gene and Alyssa answer tons of listener questions: They have $90,000 in a 529 plan for their son.  Should they add more? He is retiring with $360,000 in his 401(k). …... Listen Now

November 18, 2023 – Happy Thanksgiving!  Drive Around Christmas on December 2nd! – Invest In You (IIY) – December 6th – Holiday Hope Chest Gift Wrapping – Convert your paper savings bonds to electronic!

Gene and Alyssa answer tons of listener questions: Are money markets the same as bank accounts? How does a reverse mortgage work if the owner goes into a nursing home?…... Listen Now

November 11, 2023 – Veterans Day!  Thank the Men and Women Responsible for our American Freedoms! – Mark Belcak, Greg Grillo, and Chad Rupprecht Join Us! – ‘Gold IRA’ dealer charged with $68,000,000 Fraud!

Gene and Alyssa answer tons of listener questions: Are all annuity salespeople ‘slick’? How does he properly deduct his RMD QCDs to charity? Why would he not buy lots of…... Listen Now

October 28, 2023 – What to Do When a Loved One Dies – Monday’s Live Event – Stock Markets soft with Biden-omics keeping food and energy costs high – Where do you go for a solid return on your cash accounts?

Gene and Alyssa answer tons of listener questions: Is this grandma helping her 5 grandchildren with college costs (food) getting in trouble with the IRS? She wants to know when…... Listen Now

October 21, 2023 – 6 Customized Client Strategies – The Value of an Advisor – The 2024 Social Security COLA

Alyssa Young is your host today. She describes six strategies she’s helping clients develop for their unique circumstances. Alyssa also welcomes MtM senior financial advisor Mark Belcak at the top…... Listen Now

October 14, 2023 – Prayers for the people of Israel and All victims of barbaric terrorism! – Free Second Opinions on Your Retirement Plans – Wish Megan a very Happy Birthday!

Gene and Alyssa answer tons of listener questions: Is there risk investing in a bond that offers 10% – 13% rates? At age 85 should he cash in his life…... Listen Now