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:
April 19, 2025 – Easter!  Have a Glorious Day Filled with Love and Gratitude! – Tariffs and Markets Continue to be in the Headlines – Young lady from Delaware brings us an excellent set of questions

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

April 12, 2025 – Tariffs and Stock Market Surges 5% for the Week! – Won’t Make the April 15th Income Tax Deadline – What Do You Need to Know? – Wisconsin based car dealer calls in with excellent question

Gene and Alyssa answer questions: She asks what happened to the cost basis in her home when her husband died? He asks if he should convert his $800,000 IRA to…... Listen Now

April 5, 2025 – Tariffs and Stock Market Declines – What Do You Need to Know? – Won’t Make the April 15th Income Tax Deadline – What Do You Need to Know? – Would you lock in 5.5% interest rates for 5 years?

Gene and Alyssa answer questions: He asks if Long Term Care insurance benefits are tax deductible? He asks what is his daughter’s cost basis on the home he gave her…... Listen Now

March 29, 2025 – Baseball Returns and March Madness Marches On! – Gene gives good advice for 1st time job seekers – Would you lock in 5.5% interest rates for 5 years?

Gene and Alyssa answer questions: She asks if a conservative investment portfolio could average 7% per year? He asks what affect tariffs might have on the stock market? They ask…... Listen Now

March 22, 2025 – March Madness – College Basketball and the Stock Market – Financial advisor steals client’s wife – that has to be a soap opera! – The IRS wins in court – twice!

Gene and Alyssa answer questions: He asks how and when a financial advisor informs their advisor of fee payments? She asks what waiver amount her widowed mom will receive when…... Listen Now

March 15, 2025 – Stock Market Volatility Continues – Tariffs Seem to be the Challenge – Center for Animal Health and Welfare – Gunther’s Raising $100,000+ – Who knew that ‘Gronk’ and ‘Grok’ are not the same thing?

Gene and Alyssa answer questions: He is recently retired and (understandably) concerned about the stock market? His daughter battles addition.  How can his estate plan protect her from herself? She…... Listen Now

March 8, 2025 – Stock Market Volatility Has Some Investors Nervous – Our PBS39 Event on March 6th was a rousing success – What the heck are tariffs and how should we think about them?

Gene and Alyssa answer questions: She and her brother own a rental property together.  What happens when one passes? She asks if she can work with a financial advisory and…... Listen Now

March 1, 2025 – Special Event – March 6th – Live Television Taping of More than Money at PBS39 – Want to be part of a live studio audience? – www.MoreThanMoneyOnline.com use the banner on our home page to register

Gene and Alyssa answer questions: He asks if he can contribute stock into an IRA? They gave a gift to their grandson.  Their son ended up paying the tax.  Is…... Listen Now

February 22, 2025 – Special Event – March 6th – Live Television Taping of More than Money at PBS39 – Only 6 seats left to be part of a live studio audience? – Email [email protected] to request your seats

Gene and Alyssa answer questions: TurboTax gave him the wrong tax calculation until they fixed the program! He asks if he can use QCDs and also deduct those contributions?  (Sorry…... Listen Now

February 15, 2025 – Special Event – March 6th – Live Television Taping of More than Money at PBS39 – Only 21 seats left to be part of a live studio audience? – Email [email protected] to request your seats

Gene and Alyssa answer questions: She asks how to handle life insurance policies with grandkids as the beneficiaries? She asks how to handle funds for her brother who is institutionalized?…... Listen Now