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The Weekly Wrap: 02.08.20
00:21 - Six Questions to ask if you're working in retirement. If you're not having to do it for the money, you can use your productive efforts to do some good. You may want to pitch your employer a phased retirement.
09:19 - What's the difference with a 403b and 401k? Chipper in Algiers Point asks Gregory about the company plan at his wife's new job, and how the rules may be different.
13:04 - The nation's debt is still rising out of control, with no real solutions to balance the budget being proposed by either major party. Your financial plan should include accounting for higher taxes, and less reliance on social programs.
31:28 - Kobe's sudden tragic death may make you reflect and ask yourself: Is my family going to be OK if something happens to me? Attorney Wes Blanchard describes how he helps people sort out their estate planning.
48:51 - Do CDs pass along a beneficiary designation or does it have to be written in a Will? John in Mandeville has some jumbo CDs, and they have a Payable On Death option. Gregory and Wes answer his questions.
55:40 - George in Mobile asks Gregory and Wes about how to spend down his mother-in-law's assets so she qualifies for help from Medicaid. Gregory and Wes don't sound like they are big fans of trying to blow through the assets to quickly.
1:01:04 - Rick in Mississippi seems to be overweighted in fixed annuities, and is having liquidity issues. Gregory explains how his 50-50 plan balances liquidity and safety with your investments.
1:04:37 - Del in Picayune has most of his money tied up in an annuity, and needs Gregory's help figuring out a work around.
1:14:48 - Charles from Pontchatoula is getting a $30k lump sum, and wants Gregory's thoughts on what would be smart to do with that money.
1:17:19 - Phillip in Hurley has an interesting situation where he can sell his house in an expensive area, and buy a much cheaper house by his new job that's about the same size. Is this too good to be true?
1:21:09 - Lauren in Baton Rouge has a teacher's pension coming her way, and asks Gregory if she can still get Social Security, too.
http://www.WinningAtLife.com
09:19 - What's the difference with a 403b and 401k? Chipper in Algiers Point asks Gregory about the company plan at his wife's new job, and how the rules may be different.
13:04 - The nation's debt is still rising out of control, with no real solutions to balance the budget being proposed by either major party. Your financial plan should include accounting for higher taxes, and less reliance on social programs.
31:28 - Kobe's sudden tragic death may make you reflect and ask yourself: Is my family going to be OK if something happens to me? Attorney Wes Blanchard describes how he helps people sort out their estate planning.
48:51 - Do CDs pass along a beneficiary designation or does it have to be written in a Will? John in Mandeville has some jumbo CDs, and they have a Payable On Death option. Gregory and Wes answer his questions.
55:40 - George in Mobile asks Gregory and Wes about how to spend down his mother-in-law's assets so she qualifies for help from Medicaid. Gregory and Wes don't sound like they are big fans of trying to blow through the assets to quickly.
1:01:04 - Rick in Mississippi seems to be overweighted in fixed annuities, and is having liquidity issues. Gregory explains how his 50-50 plan balances liquidity and safety with your investments.
1:04:37 - Del in Picayune has most of his money tied up in an annuity, and needs Gregory's help figuring out a work around.
1:14:48 - Charles from Pontchatoula is getting a $30k lump sum, and wants Gregory's thoughts on what would be smart to do with that money.
1:17:19 - Phillip in Hurley has an interesting situation where he can sell his house in an expensive area, and buy a much cheaper house by his new job that's about the same size. Is this too good to be true?
1:21:09 - Lauren in Baton Rouge has a teacher's pension coming her way, and asks Gregory if she can still get Social Security, too.
http://www.WinningAtLife.com
View all episodes
By Winning at Life with Gregory Ricks00:21 - Six Questions to ask if you're working in retirement. If you're not having to do it for the money, you can use your productive efforts to do some good. You may want to pitch your employer a phased retirement.
09:19 - What's the difference with a 403b and 401k? Chipper in Algiers Point asks Gregory about the company plan at his wife's new job, and how the rules may be different.
13:04 - The nation's debt is still rising out of control, with no real solutions to balance the budget being proposed by either major party. Your financial plan should include accounting for higher taxes, and less reliance on social programs.
31:28 - Kobe's sudden tragic death may make you reflect and ask yourself: Is my family going to be OK if something happens to me? Attorney Wes Blanchard describes how he helps people sort out their estate planning.
48:51 - Do CDs pass along a beneficiary designation or does it have to be written in a Will? John in Mandeville has some jumbo CDs, and they have a Payable On Death option. Gregory and Wes answer his questions.
55:40 - George in Mobile asks Gregory and Wes about how to spend down his mother-in-law's assets so she qualifies for help from Medicaid. Gregory and Wes don't sound like they are big fans of trying to blow through the assets to quickly.
1:01:04 - Rick in Mississippi seems to be overweighted in fixed annuities, and is having liquidity issues. Gregory explains how his 50-50 plan balances liquidity and safety with your investments.
1:04:37 - Del in Picayune has most of his money tied up in an annuity, and needs Gregory's help figuring out a work around.
1:14:48 - Charles from Pontchatoula is getting a $30k lump sum, and wants Gregory's thoughts on what would be smart to do with that money.
1:17:19 - Phillip in Hurley has an interesting situation where he can sell his house in an expensive area, and buy a much cheaper house by his new job that's about the same size. Is this too good to be true?
1:21:09 - Lauren in Baton Rouge has a teacher's pension coming her way, and asks Gregory if she can still get Social Security, too.
http://www.WinningAtLife.com
09:19 - What's the difference with a 403b and 401k? Chipper in Algiers Point asks Gregory about the company plan at his wife's new job, and how the rules may be different.
13:04 - The nation's debt is still rising out of control, with no real solutions to balance the budget being proposed by either major party. Your financial plan should include accounting for higher taxes, and less reliance on social programs.
31:28 - Kobe's sudden tragic death may make you reflect and ask yourself: Is my family going to be OK if something happens to me? Attorney Wes Blanchard describes how he helps people sort out their estate planning.
48:51 - Do CDs pass along a beneficiary designation or does it have to be written in a Will? John in Mandeville has some jumbo CDs, and they have a Payable On Death option. Gregory and Wes answer his questions.
55:40 - George in Mobile asks Gregory and Wes about how to spend down his mother-in-law's assets so she qualifies for help from Medicaid. Gregory and Wes don't sound like they are big fans of trying to blow through the assets to quickly.
1:01:04 - Rick in Mississippi seems to be overweighted in fixed annuities, and is having liquidity issues. Gregory explains how his 50-50 plan balances liquidity and safety with your investments.
1:04:37 - Del in Picayune has most of his money tied up in an annuity, and needs Gregory's help figuring out a work around.
1:14:48 - Charles from Pontchatoula is getting a $30k lump sum, and wants Gregory's thoughts on what would be smart to do with that money.
1:17:19 - Phillip in Hurley has an interesting situation where he can sell his house in an expensive area, and buy a much cheaper house by his new job that's about the same size. Is this too good to be true?
1:21:09 - Lauren in Baton Rouge has a teacher's pension coming her way, and asks Gregory if she can still get Social Security, too.
http://www.WinningAtLife.com