Winning at Life with Gregory Ricks

The Weekly Wrap: 09.05.20


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What's the deal with stock slices? Charles in Mandeville asks Gregory's take on a program from a broker allowing you to buy smaller slices of high priced stocks.

Learn how Social Security credits work.

How do different states tax your Social Security?

Is the Unemployment Insurance bonus from the stimulus taxable?

Gregory explains how this is the fastest Bull Run turnaround in the history of the stock market.

Jared in Kenner wants to pull money out of his 401k to pay off his mortgage. Usually these callers get a stern "no" for an answer, but Jared has a low payoff amount, a mortgage with a relatively high interest rate, and there's no penalty this year on 401k distributions this year because of Covid, as long as he can pay the money back on time. Jared gets a stong "maybe."

How should you dip into your assets to deal with a huge medical bill? Michael in Madison, MS has over a million in investment assets - mostly stocks - and has some unexpected medical costs hit his spouse.

Gregory has some warnings for those who are trying to time the market. History is not on your side.

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