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The Weekly Wrap: 12.15.18
02:19 - A judge strikes down the Affordable Care Act, saying the tax provision repealed makes the entire law unconstitutional. Gregory reminds you of the metaphor between healthcare and buying an airline ticket. Few things wreck your financial world like unplanned medical costs.
25:14 - Gregory expands the amount of public events he's planning to cover additional topics like Social Security and Estate Planning.
27:47 - Charles in Covington is our Caller of the Week: Charles in Covington has moved his Thrift Savings Account out of the riskier funds into the G Fund, but how will he know when to get back into the pool?
36:34 - Gregory shares a report that the top CEOs read 60 books a year on average.
39:54 - Financial things to do before the end of the year. Gregory rolls through a helpful list of things you should check on.
48:21 - Jude Heath, CPA of the Total Wealth Authority™ covers tips on how to keep your financial house in order when it comes to taxes at the end of the year.
1:01:47 - Gregory tells the story of a guy who tried to send his Required Minimum Distribution to a charity, but since the check went to the wrong address, he missed his RMD and is facing a penalty. Gregory shares some tips he's learned by helping with thousands of IRAs.
1:06:47 - Jude Heath and Gregory agrees that James is too sloppy with his record keeping, and should be better about checking the mail.
1:15:22 - Jude Heath covers some of the changes to itemized deductions in the tax code for the next year.
1:22:32 - Dwayne Stein of the Total Wealth Authority™ had a great toy drive, and collected more than 200 toys that were given away at the iHeartMedia New Orleans Christmas toy event.
1:26:06 - Jude reviews a call from Sherri in Biloxi asking 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.
1:37:07 - Chrisitan in Metairie is thinking about setting up a 529 plan to save for his kids' college, and wants Gregory's guidance on how to set it up. Gregory explains the ins and outs of 529 plans, but also is thinking a Roth account could be a good fit.
1:43:26 - A judge strikes down the Affordable Care Act, saying the tax provision repealed makes the entire law unconstitutional. Gregory reminds you of the metaphor between healthcare and buying an airline ticket. Few things wreck your financial world like unplanned medical costs.
1:56:10 - Gregory reports on the demise of the Dollar Menu at fast food chains, as inflation has forced their evolution into the Value Menu. A dollar doesn't get you much these days.
2:05:15 - Things you can do in 2019 to improve your financial situation.
2:08:19 - Jimmy in Metairie has taken some scary losses in the market in the last couple months. Should he ride the losses out, or get out of the pool until things turn up? Gregory questions how he could be 100% in the market at a time like this, and has a few ideas on how to get out of this mess.
http://www.WinningAtLife.com
25:14 - Gregory expands the amount of public events he's planning to cover additional topics like Social Security and Estate Planning.
27:47 - Charles in Covington is our Caller of the Week: Charles in Covington has moved his Thrift Savings Account out of the riskier funds into the G Fund, but how will he know when to get back into the pool?
36:34 - Gregory shares a report that the top CEOs read 60 books a year on average.
39:54 - Financial things to do before the end of the year. Gregory rolls through a helpful list of things you should check on.
48:21 - Jude Heath, CPA of the Total Wealth Authority™ covers tips on how to keep your financial house in order when it comes to taxes at the end of the year.
1:01:47 - Gregory tells the story of a guy who tried to send his Required Minimum Distribution to a charity, but since the check went to the wrong address, he missed his RMD and is facing a penalty. Gregory shares some tips he's learned by helping with thousands of IRAs.
1:06:47 - Jude Heath and Gregory agrees that James is too sloppy with his record keeping, and should be better about checking the mail.
1:15:22 - Jude Heath covers some of the changes to itemized deductions in the tax code for the next year.
1:22:32 - Dwayne Stein of the Total Wealth Authority™ had a great toy drive, and collected more than 200 toys that were given away at the iHeartMedia New Orleans Christmas toy event.
1:26:06 - Jude reviews a call from Sherri in Biloxi asking 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.
1:37:07 - Chrisitan in Metairie is thinking about setting up a 529 plan to save for his kids' college, and wants Gregory's guidance on how to set it up. Gregory explains the ins and outs of 529 plans, but also is thinking a Roth account could be a good fit.
1:43:26 - A judge strikes down the Affordable Care Act, saying the tax provision repealed makes the entire law unconstitutional. Gregory reminds you of the metaphor between healthcare and buying an airline ticket. Few things wreck your financial world like unplanned medical costs.
1:56:10 - Gregory reports on the demise of the Dollar Menu at fast food chains, as inflation has forced their evolution into the Value Menu. A dollar doesn't get you much these days.
2:05:15 - Things you can do in 2019 to improve your financial situation.
2:08:19 - Jimmy in Metairie has taken some scary losses in the market in the last couple months. Should he ride the losses out, or get out of the pool until things turn up? Gregory questions how he could be 100% in the market at a time like this, and has a few ideas on how to get out of this mess.
http://www.WinningAtLife.com
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By Winning at Life with Gregory Ricks02:19 - A judge strikes down the Affordable Care Act, saying the tax provision repealed makes the entire law unconstitutional. Gregory reminds you of the metaphor between healthcare and buying an airline ticket. Few things wreck your financial world like unplanned medical costs.
25:14 - Gregory expands the amount of public events he's planning to cover additional topics like Social Security and Estate Planning.
27:47 - Charles in Covington is our Caller of the Week: Charles in Covington has moved his Thrift Savings Account out of the riskier funds into the G Fund, but how will he know when to get back into the pool?
36:34 - Gregory shares a report that the top CEOs read 60 books a year on average.
39:54 - Financial things to do before the end of the year. Gregory rolls through a helpful list of things you should check on.
48:21 - Jude Heath, CPA of the Total Wealth Authority™ covers tips on how to keep your financial house in order when it comes to taxes at the end of the year.
1:01:47 - Gregory tells the story of a guy who tried to send his Required Minimum Distribution to a charity, but since the check went to the wrong address, he missed his RMD and is facing a penalty. Gregory shares some tips he's learned by helping with thousands of IRAs.
1:06:47 - Jude Heath and Gregory agrees that James is too sloppy with his record keeping, and should be better about checking the mail.
1:15:22 - Jude Heath covers some of the changes to itemized deductions in the tax code for the next year.
1:22:32 - Dwayne Stein of the Total Wealth Authority™ had a great toy drive, and collected more than 200 toys that were given away at the iHeartMedia New Orleans Christmas toy event.
1:26:06 - Jude reviews a call from Sherri in Biloxi asking 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.
1:37:07 - Chrisitan in Metairie is thinking about setting up a 529 plan to save for his kids' college, and wants Gregory's guidance on how to set it up. Gregory explains the ins and outs of 529 plans, but also is thinking a Roth account could be a good fit.
1:43:26 - A judge strikes down the Affordable Care Act, saying the tax provision repealed makes the entire law unconstitutional. Gregory reminds you of the metaphor between healthcare and buying an airline ticket. Few things wreck your financial world like unplanned medical costs.
1:56:10 - Gregory reports on the demise of the Dollar Menu at fast food chains, as inflation has forced their evolution into the Value Menu. A dollar doesn't get you much these days.
2:05:15 - Things you can do in 2019 to improve your financial situation.
2:08:19 - Jimmy in Metairie has taken some scary losses in the market in the last couple months. Should he ride the losses out, or get out of the pool until things turn up? Gregory questions how he could be 100% in the market at a time like this, and has a few ideas on how to get out of this mess.
http://www.WinningAtLife.com
25:14 - Gregory expands the amount of public events he's planning to cover additional topics like Social Security and Estate Planning.
27:47 - Charles in Covington is our Caller of the Week: Charles in Covington has moved his Thrift Savings Account out of the riskier funds into the G Fund, but how will he know when to get back into the pool?
36:34 - Gregory shares a report that the top CEOs read 60 books a year on average.
39:54 - Financial things to do before the end of the year. Gregory rolls through a helpful list of things you should check on.
48:21 - Jude Heath, CPA of the Total Wealth Authority™ covers tips on how to keep your financial house in order when it comes to taxes at the end of the year.
1:01:47 - Gregory tells the story of a guy who tried to send his Required Minimum Distribution to a charity, but since the check went to the wrong address, he missed his RMD and is facing a penalty. Gregory shares some tips he's learned by helping with thousands of IRAs.
1:06:47 - Jude Heath and Gregory agrees that James is too sloppy with his record keeping, and should be better about checking the mail.
1:15:22 - Jude Heath covers some of the changes to itemized deductions in the tax code for the next year.
1:22:32 - Dwayne Stein of the Total Wealth Authority™ had a great toy drive, and collected more than 200 toys that were given away at the iHeartMedia New Orleans Christmas toy event.
1:26:06 - Jude reviews a call from Sherri in Biloxi asking 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.
1:37:07 - Chrisitan in Metairie is thinking about setting up a 529 plan to save for his kids' college, and wants Gregory's guidance on how to set it up. Gregory explains the ins and outs of 529 plans, but also is thinking a Roth account could be a good fit.
1:43:26 - A judge strikes down the Affordable Care Act, saying the tax provision repealed makes the entire law unconstitutional. Gregory reminds you of the metaphor between healthcare and buying an airline ticket. Few things wreck your financial world like unplanned medical costs.
1:56:10 - Gregory reports on the demise of the Dollar Menu at fast food chains, as inflation has forced their evolution into the Value Menu. A dollar doesn't get you much these days.
2:05:15 - Things you can do in 2019 to improve your financial situation.
2:08:19 - Jimmy in Metairie has taken some scary losses in the market in the last couple months. Should he ride the losses out, or get out of the pool until things turn up? Gregory questions how he could be 100% in the market at a time like this, and has a few ideas on how to get out of this mess.
http://www.WinningAtLife.com