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Market downturn and volatility.
How and when to file for social security benefits.
NICHOLAS ROHDE, Wealth Advisor with Gregory Ricks & Associates joins
the show. (10a-1p)
Gregory and Nicholas share insight into big bank changes.
Some big banks and Capital One as of February 1st are resigning as a custodian of IRA accounts and don’t want to deal with retirement assets anymore. Forcing IRA clients into a custodian change.
Winning at Life Show Contributor joins the show.
1) Estate Planning Attorney Wes Blanchard with WJ Blanchard Law LLC (11am hour)
Gregory and Wes discuses different scenarios regarding best practices for Last Will & Testaments.
Caller questions include:
IRA accounts
Investing 70K
RMD
Last Will & Testament
Safe Deposit Box
The Wine, Wisdom, and Food experience is back! Gregory hosts a wine pairing, and a financial talk with a focus on tax planning, and a tactical element added to the Invest 50-50.
By Winning at Life with Gregory RicksMarket downturn and volatility.
How and when to file for social security benefits.
NICHOLAS ROHDE, Wealth Advisor with Gregory Ricks & Associates joins
the show. (10a-1p)
Gregory and Nicholas share insight into big bank changes.
Some big banks and Capital One as of February 1st are resigning as a custodian of IRA accounts and don’t want to deal with retirement assets anymore. Forcing IRA clients into a custodian change.
Winning at Life Show Contributor joins the show.
1) Estate Planning Attorney Wes Blanchard with WJ Blanchard Law LLC (11am hour)
Gregory and Wes discuses different scenarios regarding best practices for Last Will & Testaments.
Caller questions include:
IRA accounts
Investing 70K
RMD
Last Will & Testament
Safe Deposit Box
The Wine, Wisdom, and Food experience is back! Gregory hosts a wine pairing, and a financial talk with a focus on tax planning, and a tactical element added to the Invest 50-50.