Ask Gregory: Podcast - Income & Retirement Planning

Podcast 115: Timely Withdrawals, Strategic Giving, and Finding a Financial Advisor


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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

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Ask Gregory: Podcast - Income & Retirement PlanningBy Gregory Ricks

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