01:08 - Healthcare spending accelerates with age, even for those who are relatively healthy. Gregory shares some approached

07:10 - A caller who didn't want to come on the air asks about the retirement investing implications of having a much younger spouse. He's 47, she's 29. What more can she do to save for retirement? Do the rules change when there's a big age spread?

11:23 - Before you get into any investment, know where your exits are. Gregory stresses seeking investments with a balance of liquidity. Too much liquidity isn't optimum, but locking up your money is often worse.

21:54 - 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

24:22 - Steve in Houma is 65, and a no-risk investor. He likes the idea of doubling his money over the next ten years. Using the rule of 72, is there someplace he can get a no-risk return of 7%?

31:53 - Gregory goes into a little more detail about how to structure your investments into different jobs with different levels of return and liquidity.

36:49 - We review predicitons from the previous month on whether or not there would be another partial government shutdown. Gregory was right, James was wrong.

44:44 - Jude Heath, CPA of the Total Wealth Authority, joins us for the hour and talks recommends interviewing your next potential CPA before deciding if he's the right one to handle your taxes.

46:40 - Alex in Kenner is facing some hefty Required Minimum Distributions from his traditional IRA in about 6 years, and he's asking Gregory and Jude about some advice he's received encouraging him to convert some of that IRA to a Roth IRA. Gregory and Jude say that may not be very effective in reducing his overall tax bill.

52:20 - A caller asks off-air if he can claim his elderly mother as a dependent. She has moved in with him, and he covers most of her living expenses.

54:56 - Jude has been recommending the Mile IQ app for those who itemize their tax deductions, and they now have commercial

57:39 - John in Abita Springs and his wife attempted to start a business last year that didn't work out. How can he take a loss on the remaining inventory for tax purposes? Jude says since John doesn't itemize his deductions already, it's unlikely he will get any tax benefits, but he should liquidate the inventory and know for sure.

1:03:12 - Jim in Bridge City asks when his wife can draw a spousal benefit on his work record with Social Security

1:06:39 - Jude Heath's CPA firm has a online portal to help clients organize and submit their tax documents.

1:12:47 - Gregory and Jude talk about the options for those who are behind on their taxes. Commercials often tout some sort of programs with promising sounding names, but as far as the IRS is concerned, it's all really just an offer-and-compromise. Jude also warns against those tax perpareres who promise to cut you a refund check the same day.

1:18:46 - Jack on FB Live asks Jude how he can lessen the tax hit on huge profits from a stock investment. Jude points out that Opportunity Zones may be what Jack is looking for.

1:23:04 - 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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