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.
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
Gene and Alyssa answer tons of listener questions: They responded to the IRS and they haven’t heard a word in weeks. Should they be worried? What are the costs involved…... Listen Now
Gene and Alyssa answer tons of listener questions: Helping his daughter with her first house. Why does the bank want a ‘gift letter’? Do we have to take RMDs from…... Listen Now
Gene and Alyssa answer tons of listener questions: How best to donate using a Charitable Trust or Donor Advised Fund? Can he move money from his IRA to his grandchildren’s…... Listen Now
Gene and Alyssa answer tons of listener questions: He and his family invested in an actual oil well. What are the prospects? She has an old 401(k) and a new…... Listen Now
Gene and Alyssa answer tons of listener questions: His wife signed up for Medicare and it messed up her HSA. Can that be fixed? Everyone tells her she should convert…... Listen Now
Gene and Alyssa answer tons of listener questions: He wants to know if ‘digital currency’ is a done deal? Should he borrow against his stock portfolio with a margin loan?…... Listen Now
