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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:

November 9, 2024 – New Market Highs After Trump Wins Election – 2025 Limits on Retirement Account Contributions – New Tax Clients Should Sign Up Now!

Post-Election Day, what happened to the stock market, and what did the Federal Reserve do? Your host Alyssa Young recaps these events and talks about myriad other topics, including: Get…... Listen Now

October 28, 2024 – Changes in 2025 for Social Security, Medicare & Income Taxes – Presidential Election Impact on Investments – Tips to Avoid Debt

Social Security & Medicare specialist Mark Bacak joins your host Alyssa Young to describe changes to Social Security and Medicare effective in 2025. If you have an Advantage plan or…... Listen Now

October 19, 2024 – Next Great Invest In You Event – October 29th! – Art and Wine – Puppies and Kittens – Conviviality – Aid Animals in Distress – Election is just weeks away – Be sure to vote

Gene and Alyssa answer buckets o’ questions: He asks what we use in our investment portfolios in place of bonds? They have old 401(k)s that give them heart burn at…... Listen Now

October 12, 2024 – Next Great Invest In You Event – October 29th! – Art and Wine – Puppies and Kittens – Conviviality – Aid Animals in Distress – Election is just weeks away – Be sure to vote

Gene and Alyssa answer buckets o’ questions: He wants to know if they should be using a Robo-Advisor? She asks why we don’t name names when discussing protective investments? They…... Listen Now

October 5, 2024 – 6 Reverse Mortgage Misconceptions Debunked – 7 Things the Upper Middle Class Can’t Afford Anymore – Talk about Taxes & Interest Rates

Reverse mortgage specialist Tiffany Shutta joins your host Alyssa Young to debunk six common misconceptions about reverse mortgages. Learn the realities about how this government loan works in the last…... Listen Now

September 28, 2024 – Next Great Invest In You Event – October 29th! – Stock Markets Show Remarkable Resiliency in Face of Upcoming Election – Many bad advisors get an insurance license and sell annuities – badly!

Gene and Alyssa answer buckets o’ questions: She wants to know why Fidelity is preventing her from getting good advice on her 401(k)? He wants to know the income tax…... Listen Now