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:
August 5, 2023 – United States Credit Rating Downgraded! – Does the government want you to turn in your cash for digital currency? – 187,000 new jobs added to U.S. economy in July

Gene and Alyssa answer tons of listener questions: Are ‘brokered CDs’ a good idea? How do the inherited IRA rules work with a Roth IRA? Is using a ‘hybrid’ life…... Listen Now

July 29, 2023 – $1 Billion Lottery – What would you do if you won? – Invitations to free financial dinners – what red flags should you look for? – When will the Federal Reserve cut interest rates?

Gene and Alyssa answer tons of listener questions: Should dad pay the interest on daughter’s student loans from his 529 plan? His high-paying job is killing him.  Can she afford…... Listen Now

July 22, 2023 – Animals in Distress Radiothon Raises $218,000! A New Record! – Stock markets continue upward trend – Alyssa circles back to last week’s Social Security and Medicare questions

Gene and Alyssa answer tons of listener questions: His 401(k) has been ‘kicked around’ to 4 different investment groups.  He wants out! What RMD must they take from her inherited…... Listen Now

July 15, 2023 – Gene and Diane’s daughter, Alyssa, earns her PhD! – Alyssa’s son, Andrew, celebrates his high school graduation and heads to West Chester University – Invite our MtM golfers to your fund raising golf tournament!

Gene and Alyssa answer tons of listener questions: He wants to transition to part-time at age 65, but his wife wants him to keep working full-time.  What to do? They…... Listen Now

July 8, 2023 – Radio Audience Supports Colleges Funding Student Loan Forgiveness! – How does she report the bad acts of her advisor? – Invite our MtM golfers to your fund raising golf tournament!

Gene and Alyssa answer tons of listener questions: He has an account in his own name.  Should he name his wife a joint owner or beneficiary? Why does his financial…... Listen Now

July 1, 2023 – More Than Money’s Event Raises over $15,000 for Leukemia Lymphoma Society! – Thank you all for your attendance, your support, and most of all your generosity! – Invite our MtM golfers to your fund raising golf tournament!

Gene and Alyssa answer tons of listener questions: Gene gets really snarky with people expecting taxpayers to pay off their student loans.  He has a better idea! How does he…... Listen Now

June 24, 2023 – Another $1,000 Matched for LLS!  $3,500 So Far – See You on the 29th @ Blue Ridge Winery! – Positive stock results surprising many – Should fears of a recession be behind us? – Invite our MtM golfers to your fund raising golf tournament!

Gene and Alyssa answer tons of listener questions: They are giving their granddaughter $100,000.  Is a beach house a good investment for her? What level of gifts can her 93…... Listen Now

June 17, 2023 – $1,000 Matched for LLS!  $3,500 So Far – Another $1,000 Match Challenge this Week! – Join Us June 29th at Blue Ridge Winery for a Very Special MtM Event and Wine for LLS! – Invite our MtM golfers to your fund raising golf tournament!

Gene and Jon Weimer answer tons of listener questions: At his age of 70 does it still make sense to convert his 401(k)s to a Roth IRA? How does he…... Listen Now

June 10, 2023 – $1,000 Matched for LLS!  $2,000 So Far – Another $1,000 Match Challenge this Week! – Join Us June 29th at Blue Ridge Winery for a Very Special MtM Event and Wine for LLS! – Invite our MtM golfers to your fund raising golf tournament!

Gene and Alyssa answer tons of listener questions: She asks how to move her RMD to her church without paying income taxes? Should he cash in his CD for higher…... Listen Now

June 3, 2023 – Debt Ceiling Agreement Reached and Jobs Report Much Better than Expected – Join Us June 29th at Blue Ridge Winery for a Very Special MtM Event and Wine for LLS! – Invite our MtM golfers to your fund raising golf tournament!

Gene and Alyssa answer tons of listener questions: His advisor says only preferred stocks pay dividends  Is that true? Comparing ‘robo-advisors’ to call-center advisors? She asks if she can use…... Listen Now