June 22, 2024 – LAMN Event July 11th 5K – Run, Walk, Roll or just come out for a great time and meet Annabelle! – Our friend, Bobby Gunther Walsh, celebrates 40 years on WAEB AM790! – One of the most detailed SCAM letters you will ever encounter – What do the financial regulators want you to know when working with an advisor?

More Than Money with Gene Dickison

June 22, 2024 - LAMN Event July 11th 5K – Run, Walk, Roll or just come out for a great time and meet Annabelle! - Our friend, Bobby Gunther Walsh, celebrates 40 years on WAEB AM790! - One of the most detailed SCAM letters you will ever encounter - What do the financial regulators want you to know when working with an advisor?

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Gene and Alyssa answer buckets o’ questions:

• Gene’s friend, Rook, has questions about foreign currencies?
• Bob was surprised at the tax treatment of U.S. treasuries.
• She wants to know how the ‘look-back period’ works for gifts and Medicaid.
• How do they navigate the journey from their current home to a down-sized home? 
• Lots more . . .

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