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The Weekly Wrap: 04.13.19
01:20 - Wes Blanchard is the Estate Planning Attorney of the Total Wealth Authority. Gregory and Wes have a live event coming up in Madisonville this Tuesday at Keith Young's steakhouse.
05:34 - Wes Blanchard shares some of the pitfalls of dealing with Usufruct and Naked Ownership. He has seen people try and use Usufruct to settle property disputed upon death, only to have it put the parties in direct conflict. They could even be in conflicts with ducks.
34:31 - Eagle in West Monroe asks Wes how using usufruct can affect property values.
39:38 - A woman buys her son a house, and now that he's getting a divorce, does he have to split it with the wife?
46:14 - Tim in New Orleans picks Gregory's brain on how he should structure the business and ownership of a new piece of commercial property using a 1031 Exchange to defer taxes.
54:11 - Eloise in Covington questions if she will be hit by the Windfall Elimination Provision given her substantial work record in the private sector.
57:24 - Gregory has a book he wants to give you to change your thinking about how to save for retirement.
1:08:27 - Do you have to move your 401k when you retire? Ricky in Houma and his wife are both close to retirement and both have money in their company's 401k. Do they leave it there when they retire, or do they have to move it to an outside account?
1:12:36 - Ryan in New Orleans asks if his annual pay raise should go into his 401k.
1:14:33 - Marco in New Orleans has contributions to a pension plan from his old job that he needs to put somewhere. Gregory is leaning to toward a rollover IRA, but Marco is thinking about using that money to get into real estate.
1:19:14 - Ty in Metairie has money in a 403b from a previous employer, and asks Gregory his thoughts about rolling that money into a Roth IRA. How is that money passed along after death?
1:22:20 - Byron in Hammond had a dispute on his tax return 5 years ago, and hasn't filed a return since. Gregory urges Byron to get a CPA that specializes in dealing with unfiled returns, and remedy this situation immediately.
1:29:47 - Mike in Metairie shares some issues he stumble across during the process of signing up for Medicare.
1:37:31 - John in New Orleans hears pitches for investment tools that promise a 30% bonues credit just for signing up. Gregory says sometimes salesmen can be a little misleading by not stressing the difference between the account value and the income basis.
2:00:11 - Mike in Kenner is on the military healthcare program Tricare, and will be transitioning to Medicare soon. Gregory gives him an idea of what he can expect.
http://www.WinningAtLife.com
05:34 - Wes Blanchard shares some of the pitfalls of dealing with Usufruct and Naked Ownership. He has seen people try and use Usufruct to settle property disputed upon death, only to have it put the parties in direct conflict. They could even be in conflicts with ducks.
34:31 - Eagle in West Monroe asks Wes how using usufruct can affect property values.
39:38 - A woman buys her son a house, and now that he's getting a divorce, does he have to split it with the wife?
46:14 - Tim in New Orleans picks Gregory's brain on how he should structure the business and ownership of a new piece of commercial property using a 1031 Exchange to defer taxes.
54:11 - Eloise in Covington questions if she will be hit by the Windfall Elimination Provision given her substantial work record in the private sector.
57:24 - Gregory has a book he wants to give you to change your thinking about how to save for retirement.
1:08:27 - Do you have to move your 401k when you retire? Ricky in Houma and his wife are both close to retirement and both have money in their company's 401k. Do they leave it there when they retire, or do they have to move it to an outside account?
1:12:36 - Ryan in New Orleans asks if his annual pay raise should go into his 401k.
1:14:33 - Marco in New Orleans has contributions to a pension plan from his old job that he needs to put somewhere. Gregory is leaning to toward a rollover IRA, but Marco is thinking about using that money to get into real estate.
1:19:14 - Ty in Metairie has money in a 403b from a previous employer, and asks Gregory his thoughts about rolling that money into a Roth IRA. How is that money passed along after death?
1:22:20 - Byron in Hammond had a dispute on his tax return 5 years ago, and hasn't filed a return since. Gregory urges Byron to get a CPA that specializes in dealing with unfiled returns, and remedy this situation immediately.
1:29:47 - Mike in Metairie shares some issues he stumble across during the process of signing up for Medicare.
1:37:31 - John in New Orleans hears pitches for investment tools that promise a 30% bonues credit just for signing up. Gregory says sometimes salesmen can be a little misleading by not stressing the difference between the account value and the income basis.
2:00:11 - Mike in Kenner is on the military healthcare program Tricare, and will be transitioning to Medicare soon. Gregory gives him an idea of what he can expect.
http://www.WinningAtLife.com
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By Winning at Life with Gregory Ricks01:20 - Wes Blanchard is the Estate Planning Attorney of the Total Wealth Authority. Gregory and Wes have a live event coming up in Madisonville this Tuesday at Keith Young's steakhouse.
05:34 - Wes Blanchard shares some of the pitfalls of dealing with Usufruct and Naked Ownership. He has seen people try and use Usufruct to settle property disputed upon death, only to have it put the parties in direct conflict. They could even be in conflicts with ducks.
34:31 - Eagle in West Monroe asks Wes how using usufruct can affect property values.
39:38 - A woman buys her son a house, and now that he's getting a divorce, does he have to split it with the wife?
46:14 - Tim in New Orleans picks Gregory's brain on how he should structure the business and ownership of a new piece of commercial property using a 1031 Exchange to defer taxes.
54:11 - Eloise in Covington questions if she will be hit by the Windfall Elimination Provision given her substantial work record in the private sector.
57:24 - Gregory has a book he wants to give you to change your thinking about how to save for retirement.
1:08:27 - Do you have to move your 401k when you retire? Ricky in Houma and his wife are both close to retirement and both have money in their company's 401k. Do they leave it there when they retire, or do they have to move it to an outside account?
1:12:36 - Ryan in New Orleans asks if his annual pay raise should go into his 401k.
1:14:33 - Marco in New Orleans has contributions to a pension plan from his old job that he needs to put somewhere. Gregory is leaning to toward a rollover IRA, but Marco is thinking about using that money to get into real estate.
1:19:14 - Ty in Metairie has money in a 403b from a previous employer, and asks Gregory his thoughts about rolling that money into a Roth IRA. How is that money passed along after death?
1:22:20 - Byron in Hammond had a dispute on his tax return 5 years ago, and hasn't filed a return since. Gregory urges Byron to get a CPA that specializes in dealing with unfiled returns, and remedy this situation immediately.
1:29:47 - Mike in Metairie shares some issues he stumble across during the process of signing up for Medicare.
1:37:31 - John in New Orleans hears pitches for investment tools that promise a 30% bonues credit just for signing up. Gregory says sometimes salesmen can be a little misleading by not stressing the difference between the account value and the income basis.
2:00:11 - Mike in Kenner is on the military healthcare program Tricare, and will be transitioning to Medicare soon. Gregory gives him an idea of what he can expect.
http://www.WinningAtLife.com
05:34 - Wes Blanchard shares some of the pitfalls of dealing with Usufruct and Naked Ownership. He has seen people try and use Usufruct to settle property disputed upon death, only to have it put the parties in direct conflict. They could even be in conflicts with ducks.
34:31 - Eagle in West Monroe asks Wes how using usufruct can affect property values.
39:38 - A woman buys her son a house, and now that he's getting a divorce, does he have to split it with the wife?
46:14 - Tim in New Orleans picks Gregory's brain on how he should structure the business and ownership of a new piece of commercial property using a 1031 Exchange to defer taxes.
54:11 - Eloise in Covington questions if she will be hit by the Windfall Elimination Provision given her substantial work record in the private sector.
57:24 - Gregory has a book he wants to give you to change your thinking about how to save for retirement.
1:08:27 - Do you have to move your 401k when you retire? Ricky in Houma and his wife are both close to retirement and both have money in their company's 401k. Do they leave it there when they retire, or do they have to move it to an outside account?
1:12:36 - Ryan in New Orleans asks if his annual pay raise should go into his 401k.
1:14:33 - Marco in New Orleans has contributions to a pension plan from his old job that he needs to put somewhere. Gregory is leaning to toward a rollover IRA, but Marco is thinking about using that money to get into real estate.
1:19:14 - Ty in Metairie has money in a 403b from a previous employer, and asks Gregory his thoughts about rolling that money into a Roth IRA. How is that money passed along after death?
1:22:20 - Byron in Hammond had a dispute on his tax return 5 years ago, and hasn't filed a return since. Gregory urges Byron to get a CPA that specializes in dealing with unfiled returns, and remedy this situation immediately.
1:29:47 - Mike in Metairie shares some issues he stumble across during the process of signing up for Medicare.
1:37:31 - John in New Orleans hears pitches for investment tools that promise a 30% bonues credit just for signing up. Gregory says sometimes salesmen can be a little misleading by not stressing the difference between the account value and the income basis.
2:00:11 - Mike in Kenner is on the military healthcare program Tricare, and will be transitioning to Medicare soon. Gregory gives him an idea of what he can expect.
http://www.WinningAtLife.com