Sign up to save your podcasts
Or
Share The Weekly Wrap: 03.16.19
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
The Weekly Wrap: 03.16.19
01:02 - Reverse Mortgage commercials look so shady. There's a reason for that, and Gregory uncovers what the late night commercials won't tell you. Gregory shares the story of a self-employed couple thinking about using a reverse mortgage to make their monthly house payment go away when they wind down their business.
13:33 - Louisiana double-paid some state tax refunds. Around 67,000 tax filers were processed twice, and the state is going to be wanting that money back.
22:15 - Caller of the Week: Doug in Covington is turning on his Social Security retirement benefit a couple years early. How much will it be taxed? What's the earnings limit before the clawback kicks in?
32:51 - Mini Man in Algiers asks how the tax credit on electric car purchases work.
43:29 - Carl in Clinton asks Gregory about some questionable info on Social Security he saw online. Are there any special forms you can ask for to get more money?
49:02 - When a health scare happens, what should you do for estate planning? Wes Blanchard, Estate Planning Attorney of the Total Wealth Authority, hears the story of a friend of the show who may have ALS.
53:54 - Al in River Ridge wants to know how to maximize his Social Security benefits with his wife. He has a federal pension, but may be exempt from the Windfall Elimination Provision.
1:04:57 - Steve in Hammond has a pretty good sized 403b, and wants to turn it into an income stream. Can he half-retire, continue to work part time, and turn on Social Security early, and have enough?
1:16:07 - George in Biloxi asks if there's a clawback on earnings if he turns on his Social Security early.
1:27:32 - John in Biloxi worked most of his life in the private sector, and now has a job that doesn't pay into the Social Security system. If he already has enough credits into Social Security, could he still be hit with the Windfall Elimination Provision on his retirement benefit?
1:35:58 - Rick in Gulfport asks Gregory if he should keep his annuity, or sell it and get back into equities?
1:55:20 - Americans are far more honest on their taxes than some other countries.
http://www.WinningAtLife.com
13:33 - Louisiana double-paid some state tax refunds. Around 67,000 tax filers were processed twice, and the state is going to be wanting that money back.
22:15 - Caller of the Week: Doug in Covington is turning on his Social Security retirement benefit a couple years early. How much will it be taxed? What's the earnings limit before the clawback kicks in?
32:51 - Mini Man in Algiers asks how the tax credit on electric car purchases work.
43:29 - Carl in Clinton asks Gregory about some questionable info on Social Security he saw online. Are there any special forms you can ask for to get more money?
49:02 - When a health scare happens, what should you do for estate planning? Wes Blanchard, Estate Planning Attorney of the Total Wealth Authority, hears the story of a friend of the show who may have ALS.
53:54 - Al in River Ridge wants to know how to maximize his Social Security benefits with his wife. He has a federal pension, but may be exempt from the Windfall Elimination Provision.
1:04:57 - Steve in Hammond has a pretty good sized 403b, and wants to turn it into an income stream. Can he half-retire, continue to work part time, and turn on Social Security early, and have enough?
1:16:07 - George in Biloxi asks if there's a clawback on earnings if he turns on his Social Security early.
1:27:32 - John in Biloxi worked most of his life in the private sector, and now has a job that doesn't pay into the Social Security system. If he already has enough credits into Social Security, could he still be hit with the Windfall Elimination Provision on his retirement benefit?
1:35:58 - Rick in Gulfport asks Gregory if he should keep his annuity, or sell it and get back into equities?
1:55:20 - Americans are far more honest on their taxes than some other countries.
http://www.WinningAtLife.com
View all episodes
By Winning at Life with Gregory Ricks01:02 - Reverse Mortgage commercials look so shady. There's a reason for that, and Gregory uncovers what the late night commercials won't tell you. Gregory shares the story of a self-employed couple thinking about using a reverse mortgage to make their monthly house payment go away when they wind down their business.
13:33 - Louisiana double-paid some state tax refunds. Around 67,000 tax filers were processed twice, and the state is going to be wanting that money back.
22:15 - Caller of the Week: Doug in Covington is turning on his Social Security retirement benefit a couple years early. How much will it be taxed? What's the earnings limit before the clawback kicks in?
32:51 - Mini Man in Algiers asks how the tax credit on electric car purchases work.
43:29 - Carl in Clinton asks Gregory about some questionable info on Social Security he saw online. Are there any special forms you can ask for to get more money?
49:02 - When a health scare happens, what should you do for estate planning? Wes Blanchard, Estate Planning Attorney of the Total Wealth Authority, hears the story of a friend of the show who may have ALS.
53:54 - Al in River Ridge wants to know how to maximize his Social Security benefits with his wife. He has a federal pension, but may be exempt from the Windfall Elimination Provision.
1:04:57 - Steve in Hammond has a pretty good sized 403b, and wants to turn it into an income stream. Can he half-retire, continue to work part time, and turn on Social Security early, and have enough?
1:16:07 - George in Biloxi asks if there's a clawback on earnings if he turns on his Social Security early.
1:27:32 - John in Biloxi worked most of his life in the private sector, and now has a job that doesn't pay into the Social Security system. If he already has enough credits into Social Security, could he still be hit with the Windfall Elimination Provision on his retirement benefit?
1:35:58 - Rick in Gulfport asks Gregory if he should keep his annuity, or sell it and get back into equities?
1:55:20 - Americans are far more honest on their taxes than some other countries.
http://www.WinningAtLife.com
13:33 - Louisiana double-paid some state tax refunds. Around 67,000 tax filers were processed twice, and the state is going to be wanting that money back.
22:15 - Caller of the Week: Doug in Covington is turning on his Social Security retirement benefit a couple years early. How much will it be taxed? What's the earnings limit before the clawback kicks in?
32:51 - Mini Man in Algiers asks how the tax credit on electric car purchases work.
43:29 - Carl in Clinton asks Gregory about some questionable info on Social Security he saw online. Are there any special forms you can ask for to get more money?
49:02 - When a health scare happens, what should you do for estate planning? Wes Blanchard, Estate Planning Attorney of the Total Wealth Authority, hears the story of a friend of the show who may have ALS.
53:54 - Al in River Ridge wants to know how to maximize his Social Security benefits with his wife. He has a federal pension, but may be exempt from the Windfall Elimination Provision.
1:04:57 - Steve in Hammond has a pretty good sized 403b, and wants to turn it into an income stream. Can he half-retire, continue to work part time, and turn on Social Security early, and have enough?
1:16:07 - George in Biloxi asks if there's a clawback on earnings if he turns on his Social Security early.
1:27:32 - John in Biloxi worked most of his life in the private sector, and now has a job that doesn't pay into the Social Security system. If he already has enough credits into Social Security, could he still be hit with the Windfall Elimination Provision on his retirement benefit?
1:35:58 - Rick in Gulfport asks Gregory if he should keep his annuity, or sell it and get back into equities?
1:55:20 - Americans are far more honest on their taxes than some other countries.
http://www.WinningAtLife.com