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 

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.

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/podcast97

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 

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.

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-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.

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

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.

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

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, 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

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.

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

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 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

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 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

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 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

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.