03:22 - Gregory Ricks is hosting a Lunch and Learn event for those who need some answers when it comes to Estate Planning. Wes Blanchard, the Estate Planning Attorny of the Total Wealth Authority, will be there to lay out some basics, and answer questions from attendees. It will be a smaller event (16 people max) with a box lunch provided. Contact the office for your reservation: 504.832.9200

13:46 - Steve in Houma asks Gregory if he can get a better return from CDs or a comparable fixed annuity.

24:35 - Highlight call from the Weekly Wrap: John in Pascagoula asks Gregory on how to convert some of his 401k into a Roth IRA. Gregory discusses tax bracket management in doing some strategic Roth conversions.

32:19 - Gregory talks about people trying to use trusts to hide assets from the government in an attempt to get help from Medicaid for health expenses. Gregory warns about trying this, and shares a story about a couple looking to change their revokable trust to an irrevokable trust, but not aware of the negative consequences.

37:37 - A phone scammer gets a little pushy with the wife of a former CIA Director. It does not end well for him.

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