Winning at Life with Gregory Ricks

The Weekly Wrap: 08.29.20


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Sheila in Waggaman asks about her sister's options with Social Security. She's twice divorced. Can she draw a benefit from the record of either ex spouse?

Emile on Facebook Live asks if he can receive both military disability benefits and Social Security retirement benefits at the same time.

Timothy in Metairie is concerned about his wife's Social Security options should he pass away.

Pat in Belle Chase wants to know if she turns Social Security on the month of her birthday (or the month after) to get the full retirement amount. How will this affect her taxes?

Bill in Metairie is thinking about delaying the start of his Social Security retirement benefits past his Full Retirement Age, and wants to know how much his benefit would increase by waiting.

EJ from Long Beach gets a pension from her work for her federal career, and wants to know if she will get hit with the Windfall Elimination Provision on her Social Security benefit.

Chuck in Baton Rouge wants to know if his wife's State Pension will cause his Social Security survivor benefit to be offset.

Wes Blanchard, Estate Planning Attorney, is our guest, and shares his opinion on a non-married couple buying a house together: it's a horrible idea. Gregory's wife Stacey calls in to give support to the woman in this scenario from John's email.

Wes Blanchard talks about steps you need to take when your spouse passes away.

Shannon in Gulfport is remarried, and wants to know if she could draw a benefit from her deceased spouse's record.

Dustin in Gulfport asks if his Mother In Law can qualify for some benefits from Social Security, even though she doesn't have much of a work record.

Tommy in New Orleans wants to max out his Social Security benefits by planning with his spouse.

Sharon in Pascagoula has financial concerns for her elderly uncle who is remarried and slipping into dementia.

Roy in Metairie is about to go in for major surgery, and will be going on Social Security Disability. How does all of this work?

Mark in Kenner is going blind, and asks if he can dip into his 401k penalty-free due to his disability.

Corey on Facebook asks Gregory's thoughts on investment apps like Acorn.

Mike in River Ridge is thinking about turning on Social Security early and continuing to work, but is concerned about getting hit with the earnings clawback.

Mike in Baton Rouge will continue to work past his Social Security full retirement age, and asks if he continues to get higher credits.

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Winning at Life with Gregory RicksBy Winning at Life with Gregory Ricks