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.
Gene and Alyssa answer questions: She asks how long she should keep her income tax records? They ask how much they can contribute to the Roth IRAs based on his…... Listen Now
Gene and Alyssa answer questions: She asks what she must do to change the beneficiaries of her will? They ask how to get complete retirement advice rather than just investments?…... Listen Now
Gene answers questions: He asks if there is a way to ‘defer’ excess capital gains on the sale of their home? They are asking what resources are available to guide…... Listen Now
Gene and Alyssa answer questions: What would you do if you won a $1.2 Billion lottery? He has been disabled for 18 years. Will his wife be able to retire.…... Listen Now
Gene and Alyssa answer questions: How can they protect the family home from Medicaid and keep it in the family? Why would a union require its members to report side…... Listen Now
Gene and Alyssa answer questions: Should they pay off their son’s mortgage? Can they send their RMDs to their niece without taxes? He has 70 stock positions and wants to…... Listen Now
Gene and Alyssa answer only a few questions. Mostly they spent two hours: Greeting people Hugging people Thanking people Holding babies And feeling very, very blessed Free Second Opinion Meetings…... Listen Now
Gene and Alyssa answer buckets o’ questions: She asks if her trust should be the beneficiary of her IRAs? He reports that the interest on his I-Bonds has dropped dramatically. …... Listen Now
Gene and Alyssa answer buckets o’ questions: He asks best way to sell his father’s home and invest for long term care and security? His previous financial company has not…... Listen Now
Gene and Alyssa answer buckets o’ questions: He asks how investment management fees are calculated and what they cover? They are moving from PA to NC and wonder if there…... Listen Now
