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 a few listener questions, but mostly say thank you over and over: How does she elect her inherited Roth IRA distributions by the deadline? Should he…... Listen Now
Gene and Alyssa answer tons of listener questions: They have $90,000 in a 529 plan for their son. Should they add more? He is retiring with $360,000 in his 401(k). …... Listen Now
Gene and Alyssa answer tons of listener questions: Are money markets the same as bank accounts? How does a reverse mortgage work if the owner goes into a nursing home?…... Listen Now
Gene and Alyssa answer tons of listener questions: Are all annuity salespeople ‘slick’? How does he properly deduct his RMD QCDs to charity? Why would he not buy lots of…... Listen Now
Gene and Alyssa answer tons of listener questions: Vanguard is charging her $25.00 to process her RMDs?!?! He did two IRA rollovers within seven months. Is he in trouble with…... Listen Now
Gene and Alyssa answer tons of listener questions: Is this grandma helping her 5 grandchildren with college costs (food) getting in trouble with the IRS? She wants to know when…... Listen Now
Alyssa Young is your host today. She describes six strategies she’s helping clients develop for their unique circumstances. Alyssa also welcomes MtM senior financial advisor Mark Belcak at the top…... Listen Now
Gene and Alyssa answer tons of listener questions: Is there risk investing in a bond that offers 10% – 13% rates? At age 85 should he cash in his life…... Listen Now
Gene and Alyssa answer tons of listener questions: She was sold three (3) annuities and now finds they are not what she was sold. What now? They need to know…... Listen Now
Gene and Alyssa answer tons of listener questions: He wants to use his grandson’s 529 account to buy a car. What will the taxes/penalties be? Her home also contains a…... Listen Now
