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The Weekly Wrap: 09.28.19
00:55 - Tony Romo's near miss on making the cut at a PGA tournament brings up some common parallels for those who take an early retirement.
07:41 - Dale on the Northshore asks Gregory if those changes to RMDs ever passed. Gregory says the SECURE Act has not passed, and he will continue to keep an eye out for legislative changes to your retirement accounts.
11:09 - Dale follows up asking Gregory about a single stock: Dexcom. They have an intersting back story, and a promising product, but the stock charts are too chaotic for comfort.
25:38 - Jimmy in Gretna is thinking about turning his Social Security on at full retirement age, and maxing out his 401k to negate the extra tax exposure.
31:31 - How does the Social Security survivor's benefit work? Scott in Mandeville asks if his wife will get her spousal benefit and a survivor benefit when he dies.
38:16 - Mary in New Orleans is helping her grandson with his student loans, and asks Gregory about refinancing options. Gregory walks her through some options, and cautions Mary about how helping too much can hurt yourself in the long run.
Dwayne Stein of Mortgage Gumbo joins the show to answer questions about reverse mortgages, mortgage refis, and changes to lending standards to help those paying off student debt.
46:34 - Mike in Mandeville has a pension coming from a job he had in the public sector that didn't contribute to Social Security for 16 years. How will his Social Security benefits be effected?
49:40 - Can you refinance a reverse mortgage? Phil in Slidell asks Dwayne Stein if he can get more equity out of his home now that it has increased in value?
52:45 - Betsy in Kenner is not happy with the results of her mortgage modification. Dwayne Stein and Gregory Ricks answer some of her questions.
57:41 - Mike in Covington asks Dwayne and Gregory about interest rates for loans on an investment property.
1:07:40 - Dwayne explains how changes to credit score rules help those with massive student debt.
Do you have margin built into your monthly budget? Do you have margin between your income and the next tax bracket? Margin is where we can get real progress, whether it's for saving or tax planning.
http://www.WinningAtLife.com
07:41 - Dale on the Northshore asks Gregory if those changes to RMDs ever passed. Gregory says the SECURE Act has not passed, and he will continue to keep an eye out for legislative changes to your retirement accounts.
11:09 - Dale follows up asking Gregory about a single stock: Dexcom. They have an intersting back story, and a promising product, but the stock charts are too chaotic for comfort.
25:38 - Jimmy in Gretna is thinking about turning his Social Security on at full retirement age, and maxing out his 401k to negate the extra tax exposure.
31:31 - How does the Social Security survivor's benefit work? Scott in Mandeville asks if his wife will get her spousal benefit and a survivor benefit when he dies.
38:16 - Mary in New Orleans is helping her grandson with his student loans, and asks Gregory about refinancing options. Gregory walks her through some options, and cautions Mary about how helping too much can hurt yourself in the long run.
Dwayne Stein of Mortgage Gumbo joins the show to answer questions about reverse mortgages, mortgage refis, and changes to lending standards to help those paying off student debt.
46:34 - Mike in Mandeville has a pension coming from a job he had in the public sector that didn't contribute to Social Security for 16 years. How will his Social Security benefits be effected?
49:40 - Can you refinance a reverse mortgage? Phil in Slidell asks Dwayne Stein if he can get more equity out of his home now that it has increased in value?
52:45 - Betsy in Kenner is not happy with the results of her mortgage modification. Dwayne Stein and Gregory Ricks answer some of her questions.
57:41 - Mike in Covington asks Dwayne and Gregory about interest rates for loans on an investment property.
1:07:40 - Dwayne explains how changes to credit score rules help those with massive student debt.
Do you have margin built into your monthly budget? Do you have margin between your income and the next tax bracket? Margin is where we can get real progress, whether it's for saving or tax planning.
http://www.WinningAtLife.com
View all episodes
By Winning at Life with Gregory Ricks00:55 - Tony Romo's near miss on making the cut at a PGA tournament brings up some common parallels for those who take an early retirement.
07:41 - Dale on the Northshore asks Gregory if those changes to RMDs ever passed. Gregory says the SECURE Act has not passed, and he will continue to keep an eye out for legislative changes to your retirement accounts.
11:09 - Dale follows up asking Gregory about a single stock: Dexcom. They have an intersting back story, and a promising product, but the stock charts are too chaotic for comfort.
25:38 - Jimmy in Gretna is thinking about turning his Social Security on at full retirement age, and maxing out his 401k to negate the extra tax exposure.
31:31 - How does the Social Security survivor's benefit work? Scott in Mandeville asks if his wife will get her spousal benefit and a survivor benefit when he dies.
38:16 - Mary in New Orleans is helping her grandson with his student loans, and asks Gregory about refinancing options. Gregory walks her through some options, and cautions Mary about how helping too much can hurt yourself in the long run.
Dwayne Stein of Mortgage Gumbo joins the show to answer questions about reverse mortgages, mortgage refis, and changes to lending standards to help those paying off student debt.
46:34 - Mike in Mandeville has a pension coming from a job he had in the public sector that didn't contribute to Social Security for 16 years. How will his Social Security benefits be effected?
49:40 - Can you refinance a reverse mortgage? Phil in Slidell asks Dwayne Stein if he can get more equity out of his home now that it has increased in value?
52:45 - Betsy in Kenner is not happy with the results of her mortgage modification. Dwayne Stein and Gregory Ricks answer some of her questions.
57:41 - Mike in Covington asks Dwayne and Gregory about interest rates for loans on an investment property.
1:07:40 - Dwayne explains how changes to credit score rules help those with massive student debt.
Do you have margin built into your monthly budget? Do you have margin between your income and the next tax bracket? Margin is where we can get real progress, whether it's for saving or tax planning.
http://www.WinningAtLife.com
07:41 - Dale on the Northshore asks Gregory if those changes to RMDs ever passed. Gregory says the SECURE Act has not passed, and he will continue to keep an eye out for legislative changes to your retirement accounts.
11:09 - Dale follows up asking Gregory about a single stock: Dexcom. They have an intersting back story, and a promising product, but the stock charts are too chaotic for comfort.
25:38 - Jimmy in Gretna is thinking about turning his Social Security on at full retirement age, and maxing out his 401k to negate the extra tax exposure.
31:31 - How does the Social Security survivor's benefit work? Scott in Mandeville asks if his wife will get her spousal benefit and a survivor benefit when he dies.
38:16 - Mary in New Orleans is helping her grandson with his student loans, and asks Gregory about refinancing options. Gregory walks her through some options, and cautions Mary about how helping too much can hurt yourself in the long run.
Dwayne Stein of Mortgage Gumbo joins the show to answer questions about reverse mortgages, mortgage refis, and changes to lending standards to help those paying off student debt.
46:34 - Mike in Mandeville has a pension coming from a job he had in the public sector that didn't contribute to Social Security for 16 years. How will his Social Security benefits be effected?
49:40 - Can you refinance a reverse mortgage? Phil in Slidell asks Dwayne Stein if he can get more equity out of his home now that it has increased in value?
52:45 - Betsy in Kenner is not happy with the results of her mortgage modification. Dwayne Stein and Gregory Ricks answer some of her questions.
57:41 - Mike in Covington asks Dwayne and Gregory about interest rates for loans on an investment property.
1:07:40 - Dwayne explains how changes to credit score rules help those with massive student debt.
Do you have margin built into your monthly budget? Do you have margin between your income and the next tax bracket? Margin is where we can get real progress, whether it's for saving or tax planning.
http://www.WinningAtLife.com