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The Weekly Wrap: 03.09.19
01:26 - We preview the tax topics on the agenda for our guest: Jude Heath CPA of the Total Wealth Authority. How to avoid an audit, the UK is losing billionaires, Sweden is trying to pass a big tax cut, and the State of New York is auditing all wealthy people who move to Florida. Gregory also talks about tax incentives vs rax credits.
13:09 - You may want to be at Gregory's next Wine, Wisdom, and Food experience at Ruth's Chris on March 19th. If you've been piling up assets, and want to know how to get as much out of your investments as possible, learn how Gregory could help you get there. Are you working with the right person to take you into the next phase?
25:37 - Sometimes, delaying Social Security to get the max benefit isn't the best plan. Gregory details a retiring couple's situation, and how delaying Social Security to age 70 isn't supported by the math.
32:59 - Caller of the Week: Cody from Livingston Parish asks Gregory if his military retirement package will have any negative affect on his Social Security retirement benefits. Cody may be in the clear, but his mom may be hit with the Windfall Elimination Provision.
37:21 - Gregory elaborates on the discovery processes he uses to learn about his clients, and topics he prefers to cover in a first meeting: income planning, investment planning, tax planning, healthcare, and legacy planning.
44:03 - Jan in Marrero asks Gregory if the retirement pension check she receives from her deceased ex-spouse's railroad pension, will her Social Security retirement benefit be affected?
46:03 - Cindy in Gulfport asks Gregory what will happen if she delays turning on her Social Security survivor's benefits for a year.
51:57 - David in Hammond wants to know if he can roll his wife's pension buyout lump sum into an IRA or something to manage the tax hit. Gregory and Jude see this often, and help David understand what the process will be like.
57:32 - The State of New York has a task force that audits high-income earners who leave the state to make sure they really ARE moving their primary residence elsewhere.
1:05:15 - Gregory and Jude discuss the consequences the UK is facing since they passed massive taxes on their ultra-wealthy. About a third of the UK's billionaires have left the country. If James were to become ultra-wealthy, where should he move?
1:14:05 - Are you a Independent Contractor or an employee? We look at how the IRS defines the difference between a company's employee that gets a W2, and a contractor who gets a 1099.
1:26:24 - Financial News: The unemployment rate ticked down to 3.8% last month, while wage growth shot up 3%. Meanwhile in Europe, their economies are stalled, and they are ramping up some stimilus packages. When Hannity and Elizabeth Warren agree to break up the big tech companies, you know it's a bad idea.
1:38:34 - James checks the definition of Retirement on Wikipedia, and Gregory picks it apart.
1:48:57 - Fred in New Orleans has a financial guy that steers him away from annuities. Gregory points out that many brokers can't sell fixed annuities, and Fred may be missing out on getting investments on a less-risky path.
1:57:03 - Freddie in Metairie has a newborn baby, and wants Gregory's thoughts on saving for college with a 529 Plan. Gregory explains the basics on a 529, but also shares some strong reasons why using a Roth account for higher education could be a better deal.
http://www.WinningAtLife.com
13:09 - You may want to be at Gregory's next Wine, Wisdom, and Food experience at Ruth's Chris on March 19th. If you've been piling up assets, and want to know how to get as much out of your investments as possible, learn how Gregory could help you get there. Are you working with the right person to take you into the next phase?
25:37 - Sometimes, delaying Social Security to get the max benefit isn't the best plan. Gregory details a retiring couple's situation, and how delaying Social Security to age 70 isn't supported by the math.
32:59 - Caller of the Week: Cody from Livingston Parish asks Gregory if his military retirement package will have any negative affect on his Social Security retirement benefits. Cody may be in the clear, but his mom may be hit with the Windfall Elimination Provision.
37:21 - Gregory elaborates on the discovery processes he uses to learn about his clients, and topics he prefers to cover in a first meeting: income planning, investment planning, tax planning, healthcare, and legacy planning.
44:03 - Jan in Marrero asks Gregory if the retirement pension check she receives from her deceased ex-spouse's railroad pension, will her Social Security retirement benefit be affected?
46:03 - Cindy in Gulfport asks Gregory what will happen if she delays turning on her Social Security survivor's benefits for a year.
51:57 - David in Hammond wants to know if he can roll his wife's pension buyout lump sum into an IRA or something to manage the tax hit. Gregory and Jude see this often, and help David understand what the process will be like.
57:32 - The State of New York has a task force that audits high-income earners who leave the state to make sure they really ARE moving their primary residence elsewhere.
1:05:15 - Gregory and Jude discuss the consequences the UK is facing since they passed massive taxes on their ultra-wealthy. About a third of the UK's billionaires have left the country. If James were to become ultra-wealthy, where should he move?
1:14:05 - Are you a Independent Contractor or an employee? We look at how the IRS defines the difference between a company's employee that gets a W2, and a contractor who gets a 1099.
1:26:24 - Financial News: The unemployment rate ticked down to 3.8% last month, while wage growth shot up 3%. Meanwhile in Europe, their economies are stalled, and they are ramping up some stimilus packages. When Hannity and Elizabeth Warren agree to break up the big tech companies, you know it's a bad idea.
1:38:34 - James checks the definition of Retirement on Wikipedia, and Gregory picks it apart.
1:48:57 - Fred in New Orleans has a financial guy that steers him away from annuities. Gregory points out that many brokers can't sell fixed annuities, and Fred may be missing out on getting investments on a less-risky path.
1:57:03 - Freddie in Metairie has a newborn baby, and wants Gregory's thoughts on saving for college with a 529 Plan. Gregory explains the basics on a 529, but also shares some strong reasons why using a Roth account for higher education could be a better deal.
http://www.WinningAtLife.com
View all episodes
By Winning at Life with Gregory Ricks01:26 - We preview the tax topics on the agenda for our guest: Jude Heath CPA of the Total Wealth Authority. How to avoid an audit, the UK is losing billionaires, Sweden is trying to pass a big tax cut, and the State of New York is auditing all wealthy people who move to Florida. Gregory also talks about tax incentives vs rax credits.
13:09 - You may want to be at Gregory's next Wine, Wisdom, and Food experience at Ruth's Chris on March 19th. If you've been piling up assets, and want to know how to get as much out of your investments as possible, learn how Gregory could help you get there. Are you working with the right person to take you into the next phase?
25:37 - Sometimes, delaying Social Security to get the max benefit isn't the best plan. Gregory details a retiring couple's situation, and how delaying Social Security to age 70 isn't supported by the math.
32:59 - Caller of the Week: Cody from Livingston Parish asks Gregory if his military retirement package will have any negative affect on his Social Security retirement benefits. Cody may be in the clear, but his mom may be hit with the Windfall Elimination Provision.
37:21 - Gregory elaborates on the discovery processes he uses to learn about his clients, and topics he prefers to cover in a first meeting: income planning, investment planning, tax planning, healthcare, and legacy planning.
44:03 - Jan in Marrero asks Gregory if the retirement pension check she receives from her deceased ex-spouse's railroad pension, will her Social Security retirement benefit be affected?
46:03 - Cindy in Gulfport asks Gregory what will happen if she delays turning on her Social Security survivor's benefits for a year.
51:57 - David in Hammond wants to know if he can roll his wife's pension buyout lump sum into an IRA or something to manage the tax hit. Gregory and Jude see this often, and help David understand what the process will be like.
57:32 - The State of New York has a task force that audits high-income earners who leave the state to make sure they really ARE moving their primary residence elsewhere.
1:05:15 - Gregory and Jude discuss the consequences the UK is facing since they passed massive taxes on their ultra-wealthy. About a third of the UK's billionaires have left the country. If James were to become ultra-wealthy, where should he move?
1:14:05 - Are you a Independent Contractor or an employee? We look at how the IRS defines the difference between a company's employee that gets a W2, and a contractor who gets a 1099.
1:26:24 - Financial News: The unemployment rate ticked down to 3.8% last month, while wage growth shot up 3%. Meanwhile in Europe, their economies are stalled, and they are ramping up some stimilus packages. When Hannity and Elizabeth Warren agree to break up the big tech companies, you know it's a bad idea.
1:38:34 - James checks the definition of Retirement on Wikipedia, and Gregory picks it apart.
1:48:57 - Fred in New Orleans has a financial guy that steers him away from annuities. Gregory points out that many brokers can't sell fixed annuities, and Fred may be missing out on getting investments on a less-risky path.
1:57:03 - Freddie in Metairie has a newborn baby, and wants Gregory's thoughts on saving for college with a 529 Plan. Gregory explains the basics on a 529, but also shares some strong reasons why using a Roth account for higher education could be a better deal.
http://www.WinningAtLife.com
13:09 - You may want to be at Gregory's next Wine, Wisdom, and Food experience at Ruth's Chris on March 19th. If you've been piling up assets, and want to know how to get as much out of your investments as possible, learn how Gregory could help you get there. Are you working with the right person to take you into the next phase?
25:37 - Sometimes, delaying Social Security to get the max benefit isn't the best plan. Gregory details a retiring couple's situation, and how delaying Social Security to age 70 isn't supported by the math.
32:59 - Caller of the Week: Cody from Livingston Parish asks Gregory if his military retirement package will have any negative affect on his Social Security retirement benefits. Cody may be in the clear, but his mom may be hit with the Windfall Elimination Provision.
37:21 - Gregory elaborates on the discovery processes he uses to learn about his clients, and topics he prefers to cover in a first meeting: income planning, investment planning, tax planning, healthcare, and legacy planning.
44:03 - Jan in Marrero asks Gregory if the retirement pension check she receives from her deceased ex-spouse's railroad pension, will her Social Security retirement benefit be affected?
46:03 - Cindy in Gulfport asks Gregory what will happen if she delays turning on her Social Security survivor's benefits for a year.
51:57 - David in Hammond wants to know if he can roll his wife's pension buyout lump sum into an IRA or something to manage the tax hit. Gregory and Jude see this often, and help David understand what the process will be like.
57:32 - The State of New York has a task force that audits high-income earners who leave the state to make sure they really ARE moving their primary residence elsewhere.
1:05:15 - Gregory and Jude discuss the consequences the UK is facing since they passed massive taxes on their ultra-wealthy. About a third of the UK's billionaires have left the country. If James were to become ultra-wealthy, where should he move?
1:14:05 - Are you a Independent Contractor or an employee? We look at how the IRS defines the difference between a company's employee that gets a W2, and a contractor who gets a 1099.
1:26:24 - Financial News: The unemployment rate ticked down to 3.8% last month, while wage growth shot up 3%. Meanwhile in Europe, their economies are stalled, and they are ramping up some stimilus packages. When Hannity and Elizabeth Warren agree to break up the big tech companies, you know it's a bad idea.
1:38:34 - James checks the definition of Retirement on Wikipedia, and Gregory picks it apart.
1:48:57 - Fred in New Orleans has a financial guy that steers him away from annuities. Gregory points out that many brokers can't sell fixed annuities, and Fred may be missing out on getting investments on a less-risky path.
1:57:03 - Freddie in Metairie has a newborn baby, and wants Gregory's thoughts on saving for college with a 529 Plan. Gregory explains the basics on a 529, but also shares some strong reasons why using a Roth account for higher education could be a better deal.
http://www.WinningAtLife.com