Winning at Life with Gregory Ricks

The Daily Wrap: 08.14.18


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00:53 - Gregory explains the different fees that may come with a variable annuity.

14:03 - How can you get started young for retirement savings? Donald in Slidell is 21 and setting up his first 401k. What guidance does Gregory have for a young guy just getting started in the working world who wants to get an early start on saving for retirement?

24:55 - A guy asks Gregory if he can get a spousal benefit from his deceased ex wife's record.

26:17 - Gregory helps a client understand how to arrange the beneficiary designations for her IRAs and other assets, and how to use a trust to make sure it all goes down correctly.

36:25 - You have 3 beneficiary options in your IRA. Gregory decodes the details of how to know which IRA beneficiary option fits your situation.

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