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

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.

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

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.

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

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 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

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.

Learn how Roth IRAs can save you on taxes in retirement.

Complimentary download to go with this episode:
Tax Strategies for 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?
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 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/

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 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

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.

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

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.

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 

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.

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 

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.