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In this episode of the Ask Gregory Podcast, Gregory answers a listener’s question about working past retirement age and how that affects Social Security benefits. Later in the episode, Wealth Advisor Brandon Blanchard and Gregory discuss how a team-based advisory approach may benefit clients long-term. They also break down Qualified Charitable Distributions (QCDs), required minimum distributions (RMDs), and the power of reaching that first $100,000 in your 401(k).
If you're considering retirement, thinking about charitable giving, or evaluating what you need from a financial advisor or firm, this episode may be able to help you make informed decisions.
For further reading, check out our blog article “Qualities to Look for When Choosing a Financial Advisor.”
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:
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.
By Gregory Ricks5
22 ratings
In this episode of the Ask Gregory Podcast, Gregory answers a listener’s question about working past retirement age and how that affects Social Security benefits. Later in the episode, Wealth Advisor Brandon Blanchard and Gregory discuss how a team-based advisory approach may benefit clients long-term. They also break down Qualified Charitable Distributions (QCDs), required minimum distributions (RMDs), and the power of reaching that first $100,000 in your 401(k).
If you're considering retirement, thinking about charitable giving, or evaluating what you need from a financial advisor or firm, this episode may be able to help you make informed decisions.
For further reading, check out our blog article “Qualities to Look for When Choosing a Financial Advisor.”
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:
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.