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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:
March 25, 2023 – We Raised $103,000 for the Puppies and the Kittens! – Major Stock Market Indexes Up Two Weeks in a Row – Federal Reserve Ups Rates Again

Gene, and Alyssa answer tons of listener questions: Can he ‘convert’ funds from an annuity to a Roth IRA? Should they use $760,000 to buy into their CCRC or go…... Listen Now

March 18, 2023 – Center for Animal Health and Welfare Bowl-A-Thon! – SVB Bank Goes Under – Schwab Bank Gains $16.5 Billion in Assets – St. Patrick’s Day and March Madness!

Gene, and Alyssa answer tons of listener questions: He is asking if a bank is better than a credit union or vice versa? He wonders if putting everything is 5%…... Listen Now

March 11, 2023 – Gene Celebrates His Birthday with his Live Radio Audience – John Rich Concert at SteelStacks to Benefit Folds of Honor – Silicon Valley Bank Goes Under!

Gene, and Alyssa answer tons of listener questions: His wants to understand pros and cons of an IRA vs a SEP IRA? He had done lots of research but is…... Listen Now

March 4, 2023 – MtM Tax Team At Capacity for 2023 – No Additional New Clients – John Rich Concert at SteelStacks to Benefit Folds of Honor – Andrew Young Celebrates His 18th Birthday Today!

Gene, and Alyssa answer tons of listener questions: His investments took a dive last summer and have not rebounded.  What now? They live in one home and are renovating their…... Listen Now

February 25, 2023 – New Rules for Inherited IRAs? – Is More than Money Patriarchal or Matriarchal? – And . . . What pronouns are we supposed to use in the World Headquarters?

Gene, and Alyssa answer tons of listener questions: He lost his young wife to cancer.  It looks like his daughter is losing her inheritance.  What next? She passed at age…... Listen Now

February 18, 2023 – In What Food Category is ‘ESG’ the Key Ingredient? – Schwab 1099s Available Online, Snail Mail on the Way – What the Heck Direction Are Interest Rates Going?

Gene and Alyssa answer tons of listener questions: He’s 96 and loves reading Gene’s newsletters. Can she make gifts electronically?  (spoiler alert – yes!) Should their son – who’s just…... Listen Now

February 11, 2023 – Jon Weimer Makes His Radio Debut to Rave (Raving Mad?) Reviews – Super Bowl and Valentine’s Day! – What the Heck is ESG Investing Anyway?

Gene, Alyssa, and Jon answered tons of listener questions: What should he do with low cost basis stock he really doesn’t need? Can she roll an inherited IRA into her…... Listen Now

February 4, 2023 – 500,000 Jobs Created in January – Fed Raises Key Rate 0.25% – Tax Season in Full Swing – Gather Your Docs and Drop Them Off! – Pensions – Monthly Payments or Lump Sums

Gene and Alyssa answered tons of listener questions: Is there a way to deduct charitable contributions if you don’t use Schedule A? Is it possible to roll an IRA annuity…... Listen Now

January 28, 2023 – Philadelphia Eagles! – Stock Markets Have Excellent Week – Good Start to 2023 – Start Saving for Retirement at Age 50!

Gene and Alyssa answered tons of listener questions: Is it possible for him to collect Social Security before his wife starts collecting hers? What is the difference between cryptocurrency and…... Listen Now

January 21, 2023 – 4.5% and 5.25% rates are available, but are they a good idea? – January Newsletter Hitting the Streets Next Week – Subscribe and Let Us Know What You Think! – New Rules for Inherited IRAs – And New Rules for RMDs – Lucky American Taxpayers!

Gene and Alyssa answered tons of listener questions: He got a 1099R for funds he moved to an IRA.  Is this taxable? Is now a good time to invest in…... Listen Now