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Episode 1214: The Daily Wrap 10.12.21
Lisa in Ocean Springs is leaving her job. What should she do with her old 401k?
Steve in Houma asks if the Backdoor Roth IRA is still a thing.
David in Pontchatoula asks about investing in gold and silver with his IRA.
Trey in New Orleans asks about using a trust to shield assets from Medicaid. Wes and Gregory are not fans of his idea.
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.
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By Winning at Life with Gregory RicksLisa in Ocean Springs is leaving her job. What should she do with her old 401k?
Steve in Houma asks if the Backdoor Roth IRA is still a thing.
David in Pontchatoula asks about investing in gold and silver with his IRA.
Trey in New Orleans asks about using a trust to shield assets from Medicaid. Wes and Gregory are not fans of his idea.
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.