Winning at Life with Gregory Ricks

Episode 1230: 02.05.22 Weekly Wrap Replay


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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. 

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Winning at Life with Gregory RicksBy Winning at Life with Gregory Ricks