EPISODE DESCRIPTION

Navigating a Rising Interest Rate Environment.

Mortgage interest rates and what do you do when rates start 

creeping up like they probably will this year? 

Tax efficiency in retirement, taxes on hurricane losses, and I-Bond taxes.   

Brandon Allen Bergeron, Wealth Advisor with Gregory Ricks & Associates joins 

the show. (10a-1p)

Winning at Life Show Contributors join the show.

1) Dwayne Stein with Mortgage Gumbo (10am hour) 

Gregory and Dwayne share insight into how you can navigate a rising rate environment.

2) CPA Jude Heath with J Heath & Co., LLC. (11am hour)

Gregory and Jude discuss tax efficiency in retirement, taxes on hurricane losses, and I-Bond taxes.   

Brandon explains how first visits with Gregory Ricks & Associates work. 

Caller questions include:

Social Security

CD’s

Cash Investments

Pay Back Unemployment

Taxes on Hurricane Losses

Retirement Taxes

I-Bond taxes

Investment Advice