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The Weekly Wrap: 12.01.18
01:01 - Gregory and James reflect on the life of George H.W. Bush in the wake of his passing.
07:52 - Reforms to retirement planning laws have taken form in a Congressional Committee. Gregory breaks down what changes are on the table, and how they would affect your ability to save for retirement.
25:46 - Susan Roesgen from News With a Twist on WGNO calls in to ask Gregory's thoughts about the returns on her investments this year. Three different investment accounts have had wildly different results.
34:47 - Jeff in Mississippi asks if the cuts in his Social Security benefit from the Windfall Elimination Provision on his federal pension will affect his wife's Social Security spousal benefit after he dies.
41:16 - John in Metairie is past his Full Retirement Age on his Social Security, and lost his job. When should he turn on his benefit, and does he have to go down to a Social Security office in person to start receiving benefits?
51:14 - Macho in Gentilly asks Gregory how he can get the highest Social Security benefit possible. Gregory explains how Full Retirement Age isn't the highest amount, and how you can get some answers on your Social Security statement at SSA.gov.
58:35 - John in Louisiana is having a hard time figuring out how to handle an inherited brokerage account that's to be split between him and his siblings.
1:07:40 - Ed in Metairie asks how his Social Security benefits will be taxed as he continues to work after he starts receiving checks. Gregory spells out the painfully complex rules on how your Social Security benefits will be included on your taxes in different levels.
1:11:14 - Lolita in Metaire owns 4 different residential properties with her husband, but they have nothing saved for retirement. How can they best use proceeds from selling some of those assets to fund their retirement? Gregory correlates this lump sum with their other income streams, and stresses the importance of being conservative with this money.
1:30:39 - Who is the largest land owner in America?
1:33:05 - How should you invest a big lump sum of money for retirement? Paul on St Charles in New Orleans is getting a sizable settlement from a workers comp claim.
1:40:05 - Mary in Baton Rouge asks Gregory how the Homestead Exemption works on her taxes.
1:44:29 - Sherri in Biloxi asks if she has to file an income tax return in retirement if her income is especially low. Gregory asks a few questions, and it turns out her income is held to a much lower standard because she's self employed. It looks like she will probably have to continue filing her income taxes.
1:52:17 - Gregory teaches you how to shop for the right annuity.
1:58:56 - David in Metairie gives some kudos to Gregory for an impressive prediction on the markets that came true, and asks Gregory how information from the bond world can signal changes coming to the stock market.
2:03:40 - Ann in Springfield wants to start saving for her grandson. Gregory reviews a few options including UGMA, a regular savings account, and 529 accounts.
http://www.WinningAtLife.com
07:52 - Reforms to retirement planning laws have taken form in a Congressional Committee. Gregory breaks down what changes are on the table, and how they would affect your ability to save for retirement.
25:46 - Susan Roesgen from News With a Twist on WGNO calls in to ask Gregory's thoughts about the returns on her investments this year. Three different investment accounts have had wildly different results.
34:47 - Jeff in Mississippi asks if the cuts in his Social Security benefit from the Windfall Elimination Provision on his federal pension will affect his wife's Social Security spousal benefit after he dies.
41:16 - John in Metairie is past his Full Retirement Age on his Social Security, and lost his job. When should he turn on his benefit, and does he have to go down to a Social Security office in person to start receiving benefits?
51:14 - Macho in Gentilly asks Gregory how he can get the highest Social Security benefit possible. Gregory explains how Full Retirement Age isn't the highest amount, and how you can get some answers on your Social Security statement at SSA.gov.
58:35 - John in Louisiana is having a hard time figuring out how to handle an inherited brokerage account that's to be split between him and his siblings.
1:07:40 - Ed in Metairie asks how his Social Security benefits will be taxed as he continues to work after he starts receiving checks. Gregory spells out the painfully complex rules on how your Social Security benefits will be included on your taxes in different levels.
1:11:14 - Lolita in Metaire owns 4 different residential properties with her husband, but they have nothing saved for retirement. How can they best use proceeds from selling some of those assets to fund their retirement? Gregory correlates this lump sum with their other income streams, and stresses the importance of being conservative with this money.
1:30:39 - Who is the largest land owner in America?
1:33:05 - How should you invest a big lump sum of money for retirement? Paul on St Charles in New Orleans is getting a sizable settlement from a workers comp claim.
1:40:05 - Mary in Baton Rouge asks Gregory how the Homestead Exemption works on her taxes.
1:44:29 - Sherri in Biloxi asks if she has to file an income tax return in retirement if her income is especially low. Gregory asks a few questions, and it turns out her income is held to a much lower standard because she's self employed. It looks like she will probably have to continue filing her income taxes.
1:52:17 - Gregory teaches you how to shop for the right annuity.
1:58:56 - David in Metairie gives some kudos to Gregory for an impressive prediction on the markets that came true, and asks Gregory how information from the bond world can signal changes coming to the stock market.
2:03:40 - Ann in Springfield wants to start saving for her grandson. Gregory reviews a few options including UGMA, a regular savings account, and 529 accounts.
http://www.WinningAtLife.com
View all episodes
By Winning at Life with Gregory Ricks01:01 - Gregory and James reflect on the life of George H.W. Bush in the wake of his passing.
07:52 - Reforms to retirement planning laws have taken form in a Congressional Committee. Gregory breaks down what changes are on the table, and how they would affect your ability to save for retirement.
25:46 - Susan Roesgen from News With a Twist on WGNO calls in to ask Gregory's thoughts about the returns on her investments this year. Three different investment accounts have had wildly different results.
34:47 - Jeff in Mississippi asks if the cuts in his Social Security benefit from the Windfall Elimination Provision on his federal pension will affect his wife's Social Security spousal benefit after he dies.
41:16 - John in Metairie is past his Full Retirement Age on his Social Security, and lost his job. When should he turn on his benefit, and does he have to go down to a Social Security office in person to start receiving benefits?
51:14 - Macho in Gentilly asks Gregory how he can get the highest Social Security benefit possible. Gregory explains how Full Retirement Age isn't the highest amount, and how you can get some answers on your Social Security statement at SSA.gov.
58:35 - John in Louisiana is having a hard time figuring out how to handle an inherited brokerage account that's to be split between him and his siblings.
1:07:40 - Ed in Metairie asks how his Social Security benefits will be taxed as he continues to work after he starts receiving checks. Gregory spells out the painfully complex rules on how your Social Security benefits will be included on your taxes in different levels.
1:11:14 - Lolita in Metaire owns 4 different residential properties with her husband, but they have nothing saved for retirement. How can they best use proceeds from selling some of those assets to fund their retirement? Gregory correlates this lump sum with their other income streams, and stresses the importance of being conservative with this money.
1:30:39 - Who is the largest land owner in America?
1:33:05 - How should you invest a big lump sum of money for retirement? Paul on St Charles in New Orleans is getting a sizable settlement from a workers comp claim.
1:40:05 - Mary in Baton Rouge asks Gregory how the Homestead Exemption works on her taxes.
1:44:29 - Sherri in Biloxi asks if she has to file an income tax return in retirement if her income is especially low. Gregory asks a few questions, and it turns out her income is held to a much lower standard because she's self employed. It looks like she will probably have to continue filing her income taxes.
1:52:17 - Gregory teaches you how to shop for the right annuity.
1:58:56 - David in Metairie gives some kudos to Gregory for an impressive prediction on the markets that came true, and asks Gregory how information from the bond world can signal changes coming to the stock market.
2:03:40 - Ann in Springfield wants to start saving for her grandson. Gregory reviews a few options including UGMA, a regular savings account, and 529 accounts.
http://www.WinningAtLife.com
07:52 - Reforms to retirement planning laws have taken form in a Congressional Committee. Gregory breaks down what changes are on the table, and how they would affect your ability to save for retirement.
25:46 - Susan Roesgen from News With a Twist on WGNO calls in to ask Gregory's thoughts about the returns on her investments this year. Three different investment accounts have had wildly different results.
34:47 - Jeff in Mississippi asks if the cuts in his Social Security benefit from the Windfall Elimination Provision on his federal pension will affect his wife's Social Security spousal benefit after he dies.
41:16 - John in Metairie is past his Full Retirement Age on his Social Security, and lost his job. When should he turn on his benefit, and does he have to go down to a Social Security office in person to start receiving benefits?
51:14 - Macho in Gentilly asks Gregory how he can get the highest Social Security benefit possible. Gregory explains how Full Retirement Age isn't the highest amount, and how you can get some answers on your Social Security statement at SSA.gov.
58:35 - John in Louisiana is having a hard time figuring out how to handle an inherited brokerage account that's to be split between him and his siblings.
1:07:40 - Ed in Metairie asks how his Social Security benefits will be taxed as he continues to work after he starts receiving checks. Gregory spells out the painfully complex rules on how your Social Security benefits will be included on your taxes in different levels.
1:11:14 - Lolita in Metaire owns 4 different residential properties with her husband, but they have nothing saved for retirement. How can they best use proceeds from selling some of those assets to fund their retirement? Gregory correlates this lump sum with their other income streams, and stresses the importance of being conservative with this money.
1:30:39 - Who is the largest land owner in America?
1:33:05 - How should you invest a big lump sum of money for retirement? Paul on St Charles in New Orleans is getting a sizable settlement from a workers comp claim.
1:40:05 - Mary in Baton Rouge asks Gregory how the Homestead Exemption works on her taxes.
1:44:29 - Sherri in Biloxi asks if she has to file an income tax return in retirement if her income is especially low. Gregory asks a few questions, and it turns out her income is held to a much lower standard because she's self employed. It looks like she will probably have to continue filing her income taxes.
1:52:17 - Gregory teaches you how to shop for the right annuity.
1:58:56 - David in Metairie gives some kudos to Gregory for an impressive prediction on the markets that came true, and asks Gregory how information from the bond world can signal changes coming to the stock market.
2:03:40 - Ann in Springfield wants to start saving for her grandson. Gregory reviews a few options including UGMA, a regular savings account, and 529 accounts.
http://www.WinningAtLife.com