Ask Gregory: Podcast - Income & Retirement Planning: Recent Episodes
Gregory Ricks
Financial Radio show host and Wealth Advisor Gregory Ricks answers questions from retirees and those preparing for retirement in this informational podcast. Hosted by Gregory Ricks. *Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Gregory Ricks & Associates are not affiliated companies. 00650347
Buying a home is exciting—until the surprises start. In this episode, Gregory Ricks and mortgage professional Dwayne Stein of Mortgage Gumbo answer a caller’s question and walk through what happens when post-purchase problems pop up, why your rate isn’t the whole story, and how to avoid costly mistakes.
For more episodes like this head over to www.gregoryricks.com/podcast
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on:
- New Orleans - WRNO-News Talk 99.5 FM
- Biloxi- WBUV - News Talk 104.9 FM
OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!
If you have any questions or are looking for some financial advice?
CLICK HERE to Book a Consultation
The free consultation provides an overview of products and services offered by Gregory Ricks & Associates. Investment advisory services made available through AE Wealth Management, LLC, a Registered Investment Adviser, and there is no obligation.
Losing a loved one is emotionally devastating—but it can also create unexpected financial turmoil. In this episode, Gregory Ricks shares eye-opening statistics, personal stories, and practical steps to help you prepare for the financial aftermath of a death in the family. From funeral costs to lost income, estate planning to surviving spouse concerns, we cover what you need to know before a crisis hits. Whether you're 30 or retired, now is the time to get involved and make sure both partners are on the same financial page.
SOURCES:
Over Half of Americans Stumble Financially After Losing a Loved One. Are You Prepared?
Half of Americans Struggle Financially After Losing a Loved One
For more episodes like this head over to www.gregoryricks.com/podcast
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on:
- New Orleans - WRNO-News Talk 99.5 FM
- Biloxi- WBUV - News Talk 104.9 FM
OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!
If you have any questions or are looking for some financial advice?
CLICK HERE to Book a Consultation
The free consultation provides an overview of products and services offered by Gregory Ricks & Associates. Investment advisory services made available through AE Wealth Management, LLC, a Registered Investment Adviser, and there is no obligation.
In this episode of the Ask Gregory Podcast, Gregory answers a listener’s question about working past retirement age and how that affects Social Security benefits. Later in the episode, Wealth Advisor Brandon Blanchard and Gregory discuss how a team-based advisory approach may benefit clients long-term. They also break down Qualified Charitable Distributions (QCDs), required minimum distributions (RMDs), and the power of reaching that first $100,000 in your 401(k).
If you're considering retirement, thinking about charitable giving, or evaluating what you need from a financial advisor or firm, this episode may be able to help you make informed decisions.
For further reading, check out our blog article“Qualities to Look for When Choosing a Financial Advisor.”
For more episodes like this head over to www.gregoryricks.com/podcast
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on:
- New Orleans - WRNO-News Talk 99.5 FM
- Biloxi- WBUV - News Talk 104.9 FM
OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!
If you have any questions or are looking for some financial advice?
CLICK HERE to Book a Consultation
The free consultation provides an overview of products and services offered by Gregory Ricks & Associates. Investment advisory services made available through AE Wealth Management, LLC, a Registered Investment Adviser, and there is no obligation.
Gregory Ricks takes a close look at the Social Security Fairness Act and what its recent passage means for both government employees and the future of Social Security itself. Using real-world examples, he breaks down why repealing the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) could lead to unintended — and unfair — financial consequences for American taxpayers. Gregory also shares insights from Harvard Business School's Arthur Brooks about two common financial mistakes that can derail your financial goals: normalizing debt and confusing spending with happiness. Whether you're preparing for retirement or just trying to stay on track with your money in 2025, this episode will give you important updates, critical advice, and steps to protect your future.
For more episodes like this head over to www.gregoryricks.com/podcast
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on:
- New Orleans - WRNO-News Talk 99.5 FM
- Biloxi- WBUV - News Talk 104.9 FM
OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!
If you have any questions or are looking for some financial advice?
CLICK HERE to Book a Consultation
The free consultation provides an overview of products and services offered by Gregory Ricks & Associates. Investment advisory services made available through AE Wealth Management, LLC, a Registered Investment Adviser, and there is no obligation.
Feeling stuck or overwhelmed by your finances? You’re not alone—and you’re not out of options. In this episode of Ask Gregory, Gregory Ricks helps you reconnect with your financial goals by making them personal, achievable, and even enjoyable. From shifting your mindset about emergency funds (hello, “reserve accounts”) to choosing the best debt payoff strategy, Gregory lays out realistic, motivating steps anyone can take and ways to make financial goal setting fun! Whether you’re ready to start saving, stop stressing over credit cards, or just want to feel more in control, this episode gives you the motivation and tools to make it happen.
For more episodes like this head over to www.gregoryricks.com/podcast
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on:
- New Orleans - WRNO-News Talk 99.5 FM
- Biloxi- WBUV - News Talk 104.9 FM
OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!
If you have any questions or are looking for some financial advice?
CLICK HERE to Book a Consultation
The free consultation provides an overview of products and services offered by Gregory Ricks & Associates. Investment advisory services made available through AE Wealth Management, LLC, a Registered Investment Adviser, and there is no obligation.
Download our free whitepaper:
gregoryricks.com/podcast112
Many of us know we should be having important financial and life planning discussions with our family members, but often avoid these tough conversations. In this podcast, financial advisor Gregory Ricks shares why it's crucial to have open dialogues about topics like estate planning, retirement readiness, long-term care, and passing on wealth - even when it feels uncomfortable.
Gregory provides practical advice for initiating these family meetings, managing potential awkwardness, and ensuring your loved ones are prepared for the future. He emphasizes the need to approach these discussions with care and concern, not judgment.
Whether you're worried about your aging parents' finances or want to get your own kids started on the path to financial literacy, this podcast will equip you with the tools and mindset to have the conversations that matter most. Don't let fear or discomfort stand in the way of protecting your family's wellbeing.
Download our free whitepaper now to learn how to facilitate the tough talks that can make all the difference! gregoryricks.com/podcast 112
SUMMARY KEYWORDS
Christmas Dinner, Family Gathering, Financial Education, Teenagers' Finances, Emergency Money, Retirement Plans, Compounding Wealth, Inheritance Planning, Estate Planning, Social Security, Long-Term Care, Healthcare Costs, Financial Advisor, Retirement Income, Financial Conversations
For more episodes like this head over to www.gregoryricks.com/podcast
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on:
- New Orleans - WRNO-News Talk 99.5 FM
- Biloxi- WBUV - News Talk 104.9 FM
OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!
If you have any questions or are looking for some financial advice?
CLICK HERE to Book a Consultation
The free consultation provides an overview of products and services offered by Gregory Ricks & Associates. Investment advisory services made available through AE Wealth Management, LLC, a Registered Investment Adviser, and there is no obligation.
Are you approaching or already in retirement? Join us for this informative podcast as we explore practical strategies to help you manage your finances and secure your financial future. We'll cover topics such as maximizing your Social Security benefits and understanding tax implications, effective debt management and building an emergency fund, smart investment approaches to help grow your retirement savings, navigating healthcare costs and insurance options, and estate planning and protecting your assets.
Whether you're just starting to plan for retirement or already enjoying your golden years, this podcast is designed to provide you with the knowledge and tools you need to confidently manage your finances and achieve a fulfilling retirement. Tune in and take control of your financial well-being.
Start planning for a secure future today by visiting us at www.gregoryricks.com
For more episodes like this head over to www.gregoryricks.com/podcast
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on:
- New Orleans - WRNO-News Talk 99.5 FM
- Biloxi- WBUV - News Talk 104.9 FM
OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!
If you have any questions or are looking for some financial advice?
CLICK HERE to Book a Consultation
The free consultation provides an overview of products and services offered by Gregory Ricks & Associates. Investment advisory services made available through AE Wealth Management, LLC, a Registered Investment Adviser, and there is no obligation.
In this episode, host and financial advisor Gregory Ricks and CPA Jude Heath dive deep into the complex world of entity registrations and charitable giving options. They discuss the new FinCEN beneficial ownership reporting requirements, including deadlines and penalties for non-compliance. The conversation also covers the intricacies of setting up charitable trusts and family foundations, highlighting the administrative challenges and tax implications. Listeners will gain valuable insights on how to properly structure their entities and maximize their philanthropic efforts while staying compliant with the latest regulations. Whether you're a business owner, tax professional, or someone looking to make a meaningful charitable impact, this episode is a must-listen to get the most out of the ever-evolving financial landscape.
For more episodes like this head over to www.gregoryricks.com/podcast
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on:
New Orleans - WRNO-News Talk 99.5 FM
Biloxi- WBUV - News Talk 104.9 FM
OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!
If you have any questions or are looking for some financial advice?
Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast
For more episodes like this head over to www.gregoryricks.com/podcast
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on:
- New Orleans - WRNO-News Talk 99.5 FM
- Biloxi- WBUV - News Talk 104.9 FM
OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!
If you have any questions or are looking for some financial advice?
CLICK HERE to Book a Consultation
The free consultation provides an overview of products and services offered by Gregory Ricks & Associates. Investment advisory services made available through AE Wealth Management, LLC, a Registered Investment Adviser, and there is no obligation.
As you approach retirement, have you given much thought to your estate planning? If not, this podcast episode is a must-listen! Join us as Gregory sits down with Wes Blanchard, a leading estate planning attorney, to discuss the importance of getting your affairs in order before it's too late.
Wes shares real-life stories that highlight the dangers of procrastination and the consequences it can have on you and your loved ones. He'll guide you through the key steps to protect your assets and ensure a smooth transition into your golden years, whether it's setting up a will, establishing powers of attorney, or ensuring your financial affairs are in order.
Retirement is a time to enjoy the fruits of your labor, but without proper estate planning, you risk leaving behind a mess for your family to sort out. Tune in to this episode and gain the knowledge and confidence to help take control of your estate planning and help secure your future. Don't wait until it's too late - this podcast episode offers guidance on why taking control of your estate planning is crucial as you approach retirement!
For more episodes like this head over to www.gregoryricks.com/podcast
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on:
New Orleans - WRNO-News Talk 99.5 FM
Biloxi- WBUV - News Talk 104.9 FM
OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!
If you have any questions or are looking for some financial advice?
Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast
For more episodes like this head over to www.gregoryricks.com/podcast
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on:
- New Orleans - WRNO-News Talk 99.5 FM
- Biloxi- WBUV - News Talk 104.9 FM
OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!
If you have any questions or are looking for some financial advice?
CLICK HERE to Book a Consultation
The free consultation provides an overview of products and services offered by Gregory Ricks & Associates. Investment advisory services made available through AE Wealth Management, LLC, a Registered Investment Adviser, and there is no obligation.
In this episode of "Ask Gregory" host Gregory Ricks and guest Wes Blanchard, Estate Planning Attorney, dive deep into the evolving landscape of auto insurance and essential coverage strategies. They discuss rising premiums, the importance of uninsured and underinsured motorist protection, and ways to safeguard your assets. Together, they tackle common misconceptions about insurance claims, explore the value of umbrella coverage, and offer practical tips for balancing protection with affordability. This episode provides valuable insights for everyone aiming to make smarter financial decisions about their insurance needs.
For more episodes like this head over to www.gregoryricks.com/podcast
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on:
- New Orleans - WRNO-News Talk 99.5 FM
- Biloxi- WBUV - News Talk 104.9 FM
OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!
If you have any questions or are looking for some financial advice?
CLICK HERE to Book a Consultation
The free consultation provides an overview of products and services offered by Gregory Ricks & Associates. Investment advisory services made available through AE Wealth Management, LLC, a Registered Investment Adviser, and there is no obligation.
In this episode of "Ask Gregory," we dive into essential financial strategies with special guest Jude Heath from J Heath & Company, CPA. Jude shares insights on managing your taxes, the impact of recent IRS changes, and the importance of proper tax preparation. We discuss the growing trend of remote clients, especially from California, and the new beneficial ownership interest rules. Jude also provides valuable tips on how to prepare for potential audits, emphasizing the need for accurate and substantiated tax filings. Tune in to learn how to better control your finances and navigate the complexities of tax season.
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on:
- New Orleans - WRNO-News Talk 99.5 FM
- Biloxi- WBUV - News Talk 104.9 FM
OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!
If you have any questions or are looking for some financial advice?
Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast
Join Gregory Ricks as he discusses the intricate details of Social Security benefits when a loved one dies. Learn how to handle the final check and more.
Complimentary Download: www.gregoryricks.com/podcast106
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on:
- New Orleans - WRNO-News Talk 99.5 FM
- Biloxi- WBUV - News Talk 104.9 FM
OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!
If you have any questions or are looking for some financial advice?
Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast
Estate planning can be a complex topic, but it's crucial for anyone looking to protect their financial legacy. In this episode, Gregory Ricks and Wes Blanchard simplify the process of wills, trusts, and probate, making it easier to understand and act upon for your financial future.
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on:
- New Orleans - WRNO-News Talk 99.5 FM
- Biloxi- WBUV - News Talk 104.9 FM
OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!
If you have any questions or are looking for some financial advice?
Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast
Join Gregory Ricks and Dwayne Stein as they uncover the truth behind common real estate myths, share valuable financial insights, and discuss the crucial role of roofs and insurance premiums in your home buying journey. Get ready to make informed decisions in today's housing market.
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on:
- New Orleans - WRNO-News Talk 99.5 FM @ 10 am
- Biloxi- WBUV - News Talk 104.9 FM @ 10 am
- Baton Rouge - WBRP-107.3 FM @ 11am
OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!
If you have any questions or are looking for some financial advice?
Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast
Join Gregory Rick's as he explores the financial lessons hidden within the movie "The Biggest Little Farm" and the innovative approach of "Moneyball." Discover ways data-driven strategies and tactical asset allocation can help enhance your investment portfolio.
A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast103
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on:
- New Orleans - WRNO-News Talk 99.5 FM @ 10 am
- Biloxi- WBUV - News Talk 104.9 FM @ 10 am
OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!
If you have any questions or are looking for some financial advice?
Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on:
- New Orleans - WRNO-News Talk 99.5 FM @ 10 am
- Biloxi- WBUV - News Talk 104.9 FM @ 10 am
- Baton Rouge - WBRP-107.3 FM @ 11am
OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!
If you have any questions or are looking for some financial advice?
Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast
With the news surrounding ESGs and how those regulatory divides could pose some challenges, diversification is key! In this episode of Ask Gregory, Gregory talks through how ESGs could affect the market and what moves he makes to ensure that he is always working in the best interests of our clients.
A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast103
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on:
- New Orleans - WRNO-News Talk 99.5 FM @ 10 am
- Biloxi- WBUV - News Talk 104.9 FM @ 10 am
- Baton Rouge - WBRP-107.3 FM @ 11am
OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!
If you have any questions or are looking for some financial advice?
Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast
On this episode of Ask Gregory, Gregory takes a step back from the financial talk to bring you the art of negotiation!
A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast101
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:
- WRNO-News Talk 99.5 FM New Orleans -- 10 am - 1 pm
- WBUV-News Talk 104.9 FM Biloxi -- 10 am - 1 pm
- WBRP-107.3 FM Baton Rouge -- 11 am - 1 pm
- Supertalk Mississippi -- 12 pm - 1 pm
If you have any questions or are looking for some financial advice?
Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast
With changes coming to how the IRS deals with IRAs once the owner of that account passes, it's important to plan where your money is going to go. In this episode of Ask Gregory, Gregory and Jude Heath discuss different strategies to ensure that your IRA money works for you and your heirs.
A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast98
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:
- WRNO-News Talk 99.5 FM New Orleans -- 10 am - 1 pm
- WBUV-News Talk 104.9 FM Biloxi -- 10 am - 1 pm
- WBRP-107.3 FM Baton Rouge -- 11 am - 1 pm
- Supertalk Mississippi -- 12 pm - 1 pm
If you have any questions or are looking for some financial advice?
Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podca
Does this current market make investing look scary? Join us for this episode of Ask Gregory where Gregory and Brandon Blanchard share some tips on how to adjust your portfolio in such a way to help mitigate the effects of inflation.
A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast96
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:
- WRNO-News Talk 99.5 FM New Orleans -- 10 am - 1 pm
- WBUV-News Talk 104.9 FM Biloxi -- 10 am - 1 pm
- WBRP-107.3 FM Baton Rouge -- 11 am - 1 pm
- Supertalk Mississippi -- 12 pm - 1 pm
If you have any questions or are looking for some financial advice?
Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podca
When creating a retirement plan there are a lot of factors to consider, but have you heard about how converting your traditional IRA into a Roth IRA has the possibility of creating tax-free income in the future? Joining Gregory to discuss this topic is Jude Heath of J Heath & Co CPAs
A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast96
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:
- WRNO-News Talk 99.5 FM New Orleans -- 10 am - 1 pm
- WBUV-News Talk 104.9 FM Biloxi -- 10 am - 1 pm
- WBRP-107.3 FM Baton Rouge -- 11 am - 1 pm
- Supertalk Mississippi -- 12 pm - 1 pm
If you have any questions or are looking for some financial advice?
Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podca
With all of this market volatility, how is the housing market affected? Joining Gregory on this episode of the podcast is Dwayne Stein, host of Mortage Gumbo and together they will discuss the effects of inflation on the real estate market and some best practices to utilize if you are looking to buy a home soon.
A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast95
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:
- WRNO-News Talk 99.5 FM New Orleans -- 10 am - 1 pm
- WBUV-News Talk 104.9 FM Biloxi -- 10 am - 1 pm
- WBRP-107.3 FM Baton Rouge -- 11 am - 1 pm
- Supertalk Mississippi -- 12 pm - 1 pm
If you have any questions or are looking for some financial advice?
Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast
With inflation, rising interest rates, and historic market volatility do we need to be worried about the possibility of a recession? In this episode, Gregory and Dwayne Stein discuss if a recession is a possibility in this economy.
A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast94
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:
- WRNO-News Talk 99.5 FM New Orleans -- 10 am - 1 pm
- WBUV-News Talk 104.9 FM Biloxi -- 10 am - 1 pm
- WBRP-107.3 FM Baton Rouge -- 11 am - 1 pm
- Supertalk Mississippi -- 12 pm - 1 pm
If you have any questions or are looking for some financial advice?
Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast
In this episode of Ask Gregory, Gregory is going to discuss how you can qualify to claim your ex-spouse's social security benefits.
A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast93
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:
- WRNO-News Talk 99.5 FM New Orleans -- 10 am - 1 pm
- WBUV-News Talk 104.9 FM Biloxi -- 10 am - 1 pm
- WBRP-107.3 FM Baton Rouge -- 11 am - 1 pm
- Supertalk Mississippi -- 12 pm - 1 pm
If you have any questions or are looking for some financial advice?
Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast
There are a few tips and tricks that people utilize in the tax code, but do you know how the step-up basis could save your beneficiaries tax dollars? In this week's podcast, Gregory explains what the step-up basis is and how utilizing it may save your heir's tax dollars in the future.
A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast92
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:
- WRNO-News Talk 99.5 FM New Orleans -- 10 am - 1 pm
- WBUV-News Talk 104.9 FM Biloxi -- 10 am - 1 pm
- WBRP-107.3 FM Baton Rouge -- 11 am - 1 pm
- Supertalk Mississippi -- 12 pm - 1 pm
If you have any questions or are looking for some financial advice?
Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast
In this week's podcast, Gregory talks about the importance of creating a will to ensure your wishes are being taken into consideration when you have passed on.
A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast91
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:
- WRNO-News Talk 99.5 FM New Orleans -- 10 am - 1 pm
- WBUV-News Talk 104.9 FM Biloxi -- 10 am - 1 pm
- WBRP-107.3 FM Baton Rouge -- 11 am - 1 pm
- Supertalk Mississippi -- 12 pm - 1 pm
If you have any questions or are looking for some financial advice?
Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast
In this week's podcast, Gregory discusses important changes to the tax law and different measures you could take that may help reduce your tax burden in retirement.
A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast90
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:
- WRNO-News Talk 99.5 FM New Orleans -- 10 am - 1 pm
- WBUV-News Talk 104.9 FM Biloxi -- 10 am - 1 pm
- WBRP-107.3 FM Baton Rouge -- 11 am - 1 pm
- Supertalk Mississippi -- 12 pm - 1 pm
If you have any questions or are looking for some financial advice?
Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast
In this week's podcast, Gregory is joined by Jude Heath of J. Heath & Co. where they answer Richard's question from the Winning at Life Hotline, " Can I buy extra I-bonds with leftover money from my tax returns?"
A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast89
For more information about Jude Heath Visit: https://www.jheathcpa.com/
For more information regarding I-bonds please visit: https://www.treasurydirect.gov/
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:
- WRNO-News Talk 99.5 FM New Orleans -- 10 am - 1 pm
- WBUV-News Talk 104.9 FM Biloxi -- 10 am - 1 pm
- WBRP-107.3 FM Baton Rouge -- 11 am - 1 pm
- Supertalk Mississippi -- 12 pm - 1 pm
If you have any questions or are looking for some financial advice?
Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast
In this week's podcast, Gregory discusses how we utilize our GRA Process to ensure that we are always working in your best interests, especially in a down market.
A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast88
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:
- WRNO-News Talk 99.5 FM New Orleans -- 10 am - 1 pm
- WBUV-News Talk 104.9 FM Biloxi -- 10 am - 1 pm
- WBRP-107.3 FM Baton Rouge -- 11 am - 1 pm
- Supertalk Mississippi -- 12 pm - 1 pm
If you have any questions or are looking for some financial advice?
Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast
On this week's podcast, Gregory explains in detail the history of the stock market volatility and how knowing your history impact your wallet.
A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast87
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:
- WRNO-News Talk 99.5 FM New Orleans -- 10 am - 1 pm
- WBUV-News Talk 104.9 FM Biloxi -- 10 am - 1 pm
- WBRP-107.3 FM Baton Rouge -- 11 am - 1 pm
- Supertalk Mississippi -- 12 pm - 1 pm
If you have any questions or are looking for some financial advice?
Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast
On this week's podcast, Gregory is joined by attorney Wes Blanchard. Tune into this episode as they will discuss the consequences of naming your IRA beneficiary a trust.
For more information about WJ Blanchard Law visit:
https://wjblanchardlaw.com/
A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast86
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:
- WRNO-News Talk 99.5 FM New Orleans -- 10 am - 1 pm
- WBUV-News Talk 104.9 FM Biloxi -- 10 am - 1 pm
- WBRP-107.3 FM Baton Rouge -- 11 am - 1 pm
- Supertalk Mississippi -- 12 pm - 1 pm
If you have any questions or are looking for some financial advice?
Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast
Should you consider moving some of your money to a Roth account? Tune into this episode as Gregory is joined by Jude Heath and they are going to discuss different strategies that may help you become more tax efficient.
For more information about J Heath & Co visit:
https://www.jheathcpa.com/
A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast85
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:
- WRNO-News Talk 99.5 FM New Orleans -- 10 am - 1 pm
- WBUV-News Talk 104.9 FM Biloxi -- 10 am - 1 pm
- WBRP-107.3 FM Baton Rouge -- 11 am - 1 pm
- Supertalk Mississippi -- 12 pm - 1 pm
If you have any questions or are looking for some financial advice?
Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast
In this week's episode, Gregory proposes three ideas that you may be able to implement to help get you a higher social security check!
A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast84
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:
- WRNO-News Talk 99.5 FM New Orleans -- 10 am - 1 pm
- WBUV-News Talk 104.9 FM Biloxi -- 10 am - 1 pm
- WBRP-107.3 FM Baton Rouge -- 11 am - 1 pm
- Supertalk Mississippi -- 12 pm - 1 pm
In this week's episode, Gregory is joined by Jude Heath of J.Heath & Co. and they are going to discuss how Venmo and other online services like it may need to be included in future tax returns.
A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast83
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:
- WRNO-News Talk 99.5 FM New Orleans -- 10 am - 1 pm
- WBUV-News Talk 104.9 FM Biloxi -- 10 am - 1 pm
- WBRP-107.3 FM Baton Rouge -- 11 am - 1 pm
- Supertalk Mississippi -- 12 pm - 1 pm
In this week's episode, Gregory is joined by Nicholas Rohde, a wealth advisor with Gregory Ricks & Associates. In this episode, Gregory and Nicholas discuss potential opportunities that you may have to reduce the tax burden on your retirement plan.
A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast82
For more financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:
- WRNO-News Talk 99.5 FM New Orleans -- 10 am - 1 pm
- WBUV-News Talk 104.9 FM Biloxi -- 10 am - 1 pm
- WBRP-107.3 FM Baton Rouge -- 11 am - 1 pm
- Supertalk Mississippi -- 12 pm - 1 pm
In this week's episode, Gregory is joined by Wes Blanchard with WJ Blanchard Law and Nicholas Rohde, a wealth advisor with Gregory Ricks & Associates. Together they discuss what it means to have a power of attorney and how that could potentially save you from some potential issues in the future!
A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast81
For more financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:
- WRNO-News Talk 99.5 FM New Orleans -- 10 am - 1 pm
- WBUV-News Talk 104.9 FM Biloxi -- 10 am - 1 pm
- WBRP-107.3 FM Baton Rouge -- 11 am - 1 pm
- Supertalk Mississippi -- 12 pm - 1 pm
In this week's episode, Gregory is joined by Nicholas Rohde and they discuss how rising interest rates could potentially affect your retirement plans as well as some strategies on how to navigate market volatility.
A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast80
For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:
- WRNO-News Talk 99.5 FM New Orleans -- 10 am - 1 pm
- WBUV-News Talk 104.9 FM Biloxi -- 10 am - 1 pm
- WBRP-107.3 FM Baton Rouge -- 11 am - 1 pm
- Supertalk Mississippi -- 12 pm - 1 pm
Join us this week as Gregory Ricks and Brandon Michael discuss the recent spike in inflation and a few of the best moves to navigate retirement in this market!
A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast79
Join us this week as Gregory Ricks and Nicholas Rohde, both wealth advisors at Gregory Ricks & Associates, discuss all things Social Security. How do you apply? What age do you need to be what documents may you may need and more!
A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast78
Join us this week as Gregory and attorney Wes Blanchard talk through the process of where your property goes when you pass away. Where will your stuff go? Do you have control of who gets what? Where does my property go if I don't have a will?
A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast77
Our friendly neighborhood CPA, Jude Heath, joins the show. This week Jude and Gregory discuss what you can do with your Roth IRA beyond its initial five-year timer. Can you continue to contribute to it? If so, what are the standard IRS limits? Are there different limits?
A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast76
Want to know what happens when you come in for a 1st visit with our firm? Gregory and Brandon Bergeron, wealth advisor, talk through what to expect when you sit down with our team.
A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast75
Trey in New Orleans asks about using a trust to shield his mom's assets in order to qualify for Medicaid. Gregory Ricks and Estate Planning Attorney Wes Blanchard are not fans of his idea.
Complimentary Download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast72
Estate Planning Attorney Wes Blanchard joins the show. Do you know what it takes to be an executor of someone's estate? Here's a checklist to help you decide who your executor should be, or if you should be an executor for others.
Complimentary Download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast74
Hear Gregory's thoughts on wisdom within these historic financial quotes.
Complimentary Download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast73
Take advantage of Universal Life Insurance's tax efficiencies to create another stream of revenue in retirement.
Complimentary Download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast71
The rules on qualifying for Medicaid help with Long Term Care coverage are not as generous as many people expect.
Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast70
Gregory shares some key ways you get better than average returns on your investments.
Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast69
Gregory helps you with ideas on sources of income in retirement. Let's go through the list and see if any of these ideas help you out.
Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast68
How long do you have to leave money in a Roth before you can withdraw it? Gregory explains how once you beat the clock, you're done with the clock forever.
Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast67
Getting the most out of Social Security has a bigger impact on women, considering they are likely to outlive their spouse.
Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast66
Maybe you won both lotteries at the same time, maybe you inherited it, maybe you earned it. What should you do if you come into a billion dollars?
Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast65
Learn how the sale of your second home will be taxed when you sell it, and whether or not you should even sell it in the first place.
Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast64
If you get a check from your old 401k in the mail, what do you do? Gregory walks you through your options, the taxes, and where to put it.
Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast63
Learn how Social Security views an annulment. If your marriage is annulled, you might need to fill out a form, or in rare cases have a hearing.
Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast62
Find out what you need to know about taxes before you sell your rental property.
Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast60
Episode 61 is all about debt. What is the best way to pay off a credit card? If you have a few different debts, which one do you pay off first? Take a listen to this Ask Gregory podcast.
Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast61
How do you know when to get out of the stock market? Gregory explains the mix of economic conditions, your age, and other considerations.
Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast58
As you get closer to qualifying for Social Security, Gregory shows you 4 questions you need to have answered before you know when is the right time to turn it on.
Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast59
Hear Gregory walk two teachers through the process of choosing the right retirement options, and how to set it up properly.
Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast57
529 Plans are a tax favored savings originally intended for college, but has been expanded and loosened in ways that sweeten the deal even more. Learn these loopholes to the 529 Plan.
Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast56
In this Ask Gregory Episode, talk about Crytocurrency. Gregory discusses how cryptos are speculation, they are not currencies and they are not investments.
Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast54
Learn the downsides to having a 401k as your only retirement savings.
Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast55
Gregory walks through the Social Security rules for ex spouse benefits, and answers questions about how to get the best benefit from various scenarios.
Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast52
Gregory walks you through the process of inheriting assets. Cash, land, stocks, metals... how do the taxes work? How do I grow it safely? How do I turn this into income?
Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast53
What if your financial advisor retires or just disappears? What should you do when looking for new help.
Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast51
How do you track down an abandoned safety deposit box? What are the rules in place if it has been abandoned or if it's original owners are deceased?
Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast50
Gregory explains what the Windfall Elimination Provision is and why the law was crafted in this Ask Gregory podcast episode.
Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast49
We hear that question a lot. Is Social Security really going away? In this episode, Gregory gives his thoughts on the subject.
Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast47
Listen to a few different scenarios where people are trying to gift assets to their children. Find out what the gifting limits are for inheritance. What will the tax implications look like?
Enjoy a complimentary download to go with this episode on the episode page
www.gregoryricks.com/podcast48
What are the most common 401k rollover mistakes to avoid?
Need 401k help? We have a complimentary download just for you! Get your copy today on the episode page
www.gregoryricks.com/podcast46
Learn how Roth IRAs can save you on taxes in retirement.
Complimentary download to go with this episode:
Tax Strategies for Retirement
When someone close to you passes away, knowing these Social Security rules can help.
Learn more about Social Security benefits with this complimentary guide:
Social Security Decisions Guide
Gregory explains how turning on Social Security before you full retirement age affects you benefit size and spousal options. If you're turning it on early while still working, you may not like the income clawback. However, there are scenarios when turning on Social Security early makes sense. Hear Gregory walk a few callers through their early Social Security scenarios. Complimentary download for you:
Social Security Benefits
links mentioned in this episode: https://www.fool.com/retirement/2020/10/06/3-reasons-to-claim-social-security-benefits-early/
Gregory has a strong history with buying and selling cars, and shares some tips he has picked up along the way to help you with the right deal. being a financial guy AND a car guy, car dealing is right up Gregory's alley.
Links mentioned in this episode
Edmunds.com
Kelley Blue Book: KBB.com
Find your complimentary download on the episode webpage:
www.gregoryricks.com/podcast42
Before you get too creative with your new idea to save money on taxes, learn these rules of the road for when your tax planning is going off course. Get your complimentary download to go with this episode at http://gregoryricks.com/podcast41
Links mentioned in this episode
https://gregoryricks.com/reillys-laws-of-tax-planning/
Gregory mentions the IRS Listed Transactions:
https://www.irs.gov/businesses/corporations/listed-transactions
If you have a 403b at your new job, how do you set it up? What could you do with the money in a 403b plan from a previous employer? Get your complimentary download to go with this episode at http://gregoryricks.com/podcast36
How can a small business owner plan for Social Security? Paying too little into Social Security taxes could leave you with an anemic retirement benefit. Paying too much in taxes doesn't make much sense, either. Get your complimentary download to go with this episode at http://gregoryricks.com/podcast38
There's some crucial questions you need to ask your potential new spouse before you make it official. You may weaken your credit, drown in debt, or hurt your Social Security options. Get your complimentary download to go with this episode at http://gregoryricks.com/podcast37
Yes, there CAN be a work-around to avoid getting hit by the Windfall Elimination Provision. Gregory explains the Social Security rules you need to get your full retirement benefit, AND a pension. What are "substantial earnings?" Get your complimentary download to go with this episode at http://gregoryricks.com/podcast39
What can you do with a Deferred Retirement Option Plan once you retire? Can you roll over DROP money into an IRA? Get your complimentary download to go with this episode at http://gregoryricks.com/podcast40
In this episode we talk about the difference between SSI (Supplemental Security Income) and Social Security disability. What happens to your SSI benefits when you reach full retirement age and ready to turn Social Security on?
Get a complimentary whitepaper to go with this episode on the podcast page: http://gregoryricks.com/podcast34
Gregory gives you the Annuity basics! Find out how the surrender period works and more on this Annuity episode.
Get your complimentary download to go with this episode at
http://gregoryricks.com/podcast35
If you have stocks in your company plan, NUA is a rarely used tool to save on taxes.
Get a complimentary whitepaper to go with this episode on the podcast page: http://gregoryricks.com/podcast33
Gregory explains Stock Slices, and why ETFs could be a better way to accomplish the same goal.
Gregory answers a caller's questions about stock slices. Are they a good way to get some skin in the game when it comes to buying stocks? Take a listen to find out. Be sure to grab your complimentary download after the episode by visiting the episode webpage here: www.gregoryricks.com/podcast31
Have a question for Gregory, let us know at http://askgregoryricks.com/
James asks Gregory about asset classes in this episode. Which one should you avoid? Financial advisors focus on asset class as a way to help investors diversify their portfolio. Find out what Wealth Advisor and Radio Show Host, Gregory Ricks, thinks about them.
Complimentary Download to go with this video:
Understanding Market Corrections
https://gregoryricks.com/understanding-market-corrections/
If you have any questions or are looking for some financial advice? Schedule a complimentary 15-minute phone visit: https://gregoryricks.com/schedule-a-visit-from-blog/
Ask Gregory Podcast: Catch more audio segments from the show about the topics that interest you, Visit: https://www.askgregoryricks.com
Gregory explains how to take that pile of money you have been saving for the past 30 or so years and turn it into a monthly check. Be sure to visit the episodes webpage to get your complimentary download on the subject. www.gregoryricks.com/podcast30
Have a question for Gregory, let us know at http://askgregoryricks.com/
Student loan debt is hard enough when it is your own. How do you cover your child's student loans and invest for retirement at the same time? Let's talk.
Have a question for Gregory, let us know at http://askgregoryricks.com/
How do you know if you are picking a qualified trustee? Gregory explains the importance of having a list of specific question for your trustee. Learn how to pick the right man or woman for the job.
Have a question for Gregory, let us know at http://askgregoryricks.com/
Often times, the real number that determines an annuities success isn't it's interest rate, but rather it's fees. Learn the ABCs of annuities with a complimentary download on this subject at the end of the episode on gregoryricks.com/podcast28
Have a question for Gregory, let us know at http://askgregoryricks.com/
Are you collecting a state pension? Will it cut into your social security benefits? Will it affect your spouse? We cover this ground in this episode of Ask Gregory.
https://www.ssa.gov/pubs/EN-05-10045.pdf
Have a question for Gregory, let us know at http://askgregoryricks.com/
links mentioned in this episode:
ssa.gov/myaccount
People are paying reoccurring expenses for their adult children. How do you help without destroying your own retirement?
Have you signed up for your Social Security account? Let's talk about the importance of doing so and doing it NOW. Do this before hackers can get to your account and Check in to be sure your annual contributions are being properly credited. Gregory explains in this episode.
It is becoming far more common for someone to be looking for a new career later in life. Technology is changing, jobs are becoming obsolete, some just need to make more money. Is this you? Listen in to this episode.
links mentioned in this episode:
https://flatironschool.com/
In this episode we cover the topic of dividends. How do they work, will they affect social security benefits, are your savings better fitted for dividend stock? Find out about dividends and more.
In this Ask Gregory episode, Gregory and James run through the profiles of the average scam victim. Do you fit the profile? Money scams, social security scams, credit scams and others have been on the rise. Learn what to look for so you don't fall for the latest ones.
So you're a millionaire. Doesn't matter how you got there....earned it, inherited it, won it? Take a listen to this podcast episode with Gregory Ricks.
700,000 millionaires were added in 2017...invest-able assets (not including your home)
THAT should be YOUR goal.
Learn more at gregoryricks.com
What are the best ways to manage credit card debt? Gregory addresses where to start. Take a listen to this podcast and find out how Gregory answers the callers questions about their financial situation.
Need financial guidance yourself? Give Gregory a call at 504-832-9200 to schedule a phone call or visit. gregoryricks.com
Link talked about in this episode: https://zilchworks.com/
When is an annuity the right tool to use for you? Gregory and James go over what an annuity is along with the pros and cons. Is an annuity right for you?
Thinking about retiring early? Check out this episode where we cover the challenges people face when turning on retirement. Gregory takes a caller asking about retirement readiness and more.
Have any questions for Gregory? Let him know on the podcast tab of the gregoryricks.com webpage.
Should you help you kids pay for college? How can I get to that point where I have the money to cover that kind of investment? Gregory and James talk the topic over and take a few callers trying to work through the topic.
In this episode we talk about employer stock option plans. should you take it? How much do you put in? Let's explore the options with Gregory.
If you have any employer savings or stock option plan questions that we might not have covered, give us a call at 504-832-9200 or visit GregoryRicks.com
Winning at Life radio show gets a lot of calls on an issue that affects a lot of people in the government, military or postal service sector. In this episode we go over the Thrift Savings Plan (TSP) options.
Many retirees envision buying an RV and traveling across the country in retirement. If you thought this sounded great, listen to what Gregory has to say.
Link to article mentioned in this episode: https://www.kiplinger.com/slideshow/retirement/t037-s001-reasons-you-will-regret-an-rv-in-retirement/index.html
Fascinating list of the 20 things the rich do that the poor does not do. Gregory and James break it down for you right here
Click bait headlines read: "50% of senior citizens don't keep their social security benefits...here's why". Did you fall for it? Gregory and James discuss what that article actually means. Let's talk about how Social Security is TAXED on this Podcast episode.
Gregory covers some mind-numbing statistics on student loan debt. Senior citizens are still battling student loan debt. Let's talk
Gregory and James get more calls on Social security than anything else. The rules can get confusing. Gregory and James talk about the changing rules and address a caller question on Social Security Spousal options.
Gregory and James discuss REITs. What is the truth about Real Estate Investment Trusts. Gregory gives his evaluation on the pros and cons that come with REITs.
How can you best play catch up with your retirement savings? Gregory covers what to do if you happen to get a late start saving for retirement. Take a listen as Gregory answers questions from anyone wanting to learn more about the ins and outs of retirement and financial planning.
Gregory goes over the truth about buying real estate with your IRA and all of the things that should be considered. Take a listen to find out how Gregory feels about this type of investment.
What do you do when you have borrowed from your 401(k) and now you have to put that money back? What is the timeline on that? Gregory talks about a caller's situation and what his options are.
It's quiz time. Quiz yourself on your Social Security knowledge in this episode with Gregory and James.
Gregory discusses the importance of financial literacy at a university level and beyond.
Gregory talks about turning on Social Security with caller to the show Angela. He goes on to answer some other questions she has regarding Social Security decisions.