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The Daily Wrap: 06.25.18
00:40 - Is Wells Fargo in trouble again? The issues began a few years back, but it’s reported the bank’s advisor division pushed products that seemed to serve the bank’s interest more than the client.
06:37 - Gregory and James review a segment with Dwayne Stein from Saturday’s show where the homeowner did a reverse mortgage into a line of credit, and takes advantage of the 4.7%ish return on the unused portion of the credit line. Gregory breaks down how this could be an exceptional use of a reverse mortgage, but only if you’re in the right situation.
24:02 - The next Gregory Ricks Live is coming up Tuesday, July 10th, 6:30pm. Come find out more about Gregory Ricks and what he can do for you.
39:57 - Steve in Houma asks Gregory if he puts his IRA into an annuity, will he be able to cover upcoming Required Minimum Distributions without hitting the surrender fees? Gregory Ricks shows Steve how an annuity that let's your take out up to 10% without a penalty should be enough to cover his RMDs well into his 90s.
http://www.WinningAtLife.com
06:37 - Gregory and James review a segment with Dwayne Stein from Saturday’s show where the homeowner did a reverse mortgage into a line of credit, and takes advantage of the 4.7%ish return on the unused portion of the credit line. Gregory breaks down how this could be an exceptional use of a reverse mortgage, but only if you’re in the right situation.
24:02 - The next Gregory Ricks Live is coming up Tuesday, July 10th, 6:30pm. Come find out more about Gregory Ricks and what he can do for you.
39:57 - Steve in Houma asks Gregory if he puts his IRA into an annuity, will he be able to cover upcoming Required Minimum Distributions without hitting the surrender fees? Gregory Ricks shows Steve how an annuity that let's your take out up to 10% without a penalty should be enough to cover his RMDs well into his 90s.
http://www.WinningAtLife.com
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By Winning at Life with Gregory Ricks00:40 - Is Wells Fargo in trouble again? The issues began a few years back, but it’s reported the bank’s advisor division pushed products that seemed to serve the bank’s interest more than the client.
06:37 - Gregory and James review a segment with Dwayne Stein from Saturday’s show where the homeowner did a reverse mortgage into a line of credit, and takes advantage of the 4.7%ish return on the unused portion of the credit line. Gregory breaks down how this could be an exceptional use of a reverse mortgage, but only if you’re in the right situation.
24:02 - The next Gregory Ricks Live is coming up Tuesday, July 10th, 6:30pm. Come find out more about Gregory Ricks and what he can do for you.
39:57 - Steve in Houma asks Gregory if he puts his IRA into an annuity, will he be able to cover upcoming Required Minimum Distributions without hitting the surrender fees? Gregory Ricks shows Steve how an annuity that let's your take out up to 10% without a penalty should be enough to cover his RMDs well into his 90s.
http://www.WinningAtLife.com
06:37 - Gregory and James review a segment with Dwayne Stein from Saturday’s show where the homeowner did a reverse mortgage into a line of credit, and takes advantage of the 4.7%ish return on the unused portion of the credit line. Gregory breaks down how this could be an exceptional use of a reverse mortgage, but only if you’re in the right situation.
24:02 - The next Gregory Ricks Live is coming up Tuesday, July 10th, 6:30pm. Come find out more about Gregory Ricks and what he can do for you.
39:57 - Steve in Houma asks Gregory if he puts his IRA into an annuity, will he be able to cover upcoming Required Minimum Distributions without hitting the surrender fees? Gregory Ricks shows Steve how an annuity that let's your take out up to 10% without a penalty should be enough to cover his RMDs well into his 90s.
http://www.WinningAtLife.com