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Winning at Life with Gregory Ricks episodes
- Episode 1241: The Weekly Wrap 06.04.22
401k, Market Drop, Trusts, Home Equity, Powers of Attorney, Retirement Saving Strategies, Inflation, and Investment Strategies
Winning at Life Show Contributor joins the show.
Wes Blanchard, WJ Blanchard Law, LLC (11am hour)Wes Blanchard joins Gregory for the 12th-anniversary show! Tune in to the show to listen to Gregory and Wes discuss succession, wills, and trust and how getting those set up may positively affect your retirement.
Caller questions include:
- If my house is in my trust, will selling the house be a taxable event?
- Would it be a good idea to invest in precious metals with rising inflation?
For LIVE financial news talk radio, tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:
WRNO-News Talk 99.5 FM New Orleans -- 10 am - 1 pm
WBUV-News Talk 104.9 FM Biloxi -- 10 am - 1 pm
WBRP-107.3 FM Baton Rouge -- 11 am - 1 pm
Supertalk Mississippi -- 12 pm - 1 pm
OR
For financial news talk ON DEMAND, tune into the Ask Gregory Podcast for more financial topics that may interest you! Visit: https://gregoryricks.com/podcast/2 hr 49 min - Episode 1240: The Weekly Wrap 05.21.22
401k, Market Drop, Social Security Benefit Statements, Retirement Saving Strategies, Tax Preparation and Investment Strategies
Winning at Life Show Contributor joins the show.
Jude Heath, CPA of J Heath & Co (11am hour)This week Gregory is joined by Jude Heath where they discuss strategies for making your retirement more tax efficient.
Caller questions include:
- If I put my 401k on my house, would it be taxed?
- What are the best things to do with my 401K?
2 hr 49 min - Episode 1239: The Weekly Wrap 05.07.22
401K, Growth Opportunities, Bonds, Social Security, and Investment Strategies
This week Gregory discusses investment strategies that help to utilize the best pathways for your unique situation.
Caller questions include:
- Should I adjust my contributions to my 457 plan since the market is down?
- What strategies are there to reduce my tax burden?
2 hr 49 min - Episode 1238: The Weekly Wrap 04.30.22
401K, Index-based annuities, Cash, Social Security, and Investment Strategies
Winning at Life Show Contributor joins the show.
Jude Heath, CPA of J Heath & Co (11am hour)Gregory and Jude talk about the impact of changing of laws requiring online platforms to issue 1099 forms for the 2022 tax returns.
Caller questions include:
- What can I do when my 401k is losing money?
- 10- year index-based annuities
- How I-bonds are effected by raising interest rates
- What do I do with my cash?
2 hr 48 min - Episode 1237: The Weekly Wrap 04.23.22
Taxes, RMDs, Living Wills, Social Security, and Investing Strategies
Winning at Life Show Contributor joins the show.
Wesley Blanchard with WJ Blanchard Law, LLC (11am hour)
Nicholas Rhode a Wealth Advisor with Gregory Ricks & AssociatesGregory and Wesley talk about how the shortage of homes can affect the housing market.
Caller questions include:
- Social Security life average income
- Last Will and Testament
- Setting up power of attorney
2 hr 49 min - Episode 1236: The Weekly Wrap 04.09.22
Mortgages, Fixed Index Annuities, Flood Insurance, 401k, and Investing Strategies
Winning at Life Show Contributor join the show.
Dwayne Stein with Mortgage Gumbo (10am hour)
Brandon Bergeron a Wealth Advisor with Gregory Ricks & AssociatesGregory and Dwayne talk about how the shortage of homes can affect the housing market.
Caller questions include:
- Pay off mortage or invest more?
- Retirement investing
- Buy Home at age 75?
- Flood Insurance questions
2 hr 48 min - Episode 1235: The Weekly Wrap 04.02.22
Mortgage Rates, Retirement Goals, Social Security , 401k, Investing Strategies, and Life Insurance
Winning at Life Show Contributor join the show.
Dwayne Stein with Mortgage Gumbo (10am hour)Gregory and Dwayne compare the last two years of interest rates to pre-pandemic levels and
share insight into the impact of rising interest rates on an average mortgage.
Caller questions include:
- Funding question concerning Life insurance, IRA, and 401K
- When will social security increases after turning 70
- Retirement investing
- What to do with wife's retirement account at old job
- Help with changing my investments to be less risky
- Inherited IRA from father
- Investing strategies in your 80s
2 hr 48 min - Episode 1234: The Weekly Wrap 03.19.2022
EPISODE DESCRIPTION
Retirement Goals, Social Security for Disabled Adult Child, IRS Rules on Inherited IRA, and Income Tax Return for an S Corporation.
Devon Baham , Wealth Advisor with Gregory Ricks & Associates joins
the show.
Jackie Hughes + Kim Hasney, Cancer Crusaders Golf Tournament Co-Chairs.
Join the show at 10:18am for the Cancer Crusaders Golf Tournament information.
Caller questions include:Social Security Disability Income
Social Security for Disabled Adult Child
Inheritance question
IRS Rules on Inherited IRA
1120-S Form U.S. Income Tax Return for an S Corporation
2 hr 48 min - Episode 1233: The Weekly Wrap 03.12.2022
EPISODE DESCRIPTION
Taxes, Retirement Income, Social Security, Investment Basics, and Property Taxes.
Brandon Allen Bergeron, Wealth Advisor with Gregory Ricks & Associates joins
the show.
Winning at Life Show Contributor joins the show.
CPA Jude Heath with J Heath & Co., LLC. (11am hour)
Gregory and Jude discuss tax efficiency in retirement.
Caller questions include:
Pension + Property Taxes
ROTH IRA
ESG Scores & Digital Currency
Daughters Student Loans
2 hr 47 min - Episode 1232: The Weekly Wrap 03.05.2022
EPISODE DESCRIPTION
How Russian invasion of Ukraine may or may not impact the U.S. economy.
The Russia and Ukraine conflict is creating market volatility and higher oil and gasoline prices.
Inflation and supply chain issues.
Difference between Wills & Trusts
NICHOLAS ROHDE, Wealth Advisor with Gregory Ricks & Associates joins
the show. (10a-1p)
Gregory and Nicholas discuss how Russian invasion of Ukraine may or may not impact the U.S. economy.
Winning at Life Show Contributor joins the show.1) Estate Planning Attorney Wes Blanchard with WJ Blanchard Law LLC (11am hour)
Gregory and Wes discuses the difference between Wills & Trusts.
Caller questions include:
Leaving property in Mississippi to kids who live in Louisiana
Why ETFs/CTFs pay higher dividends
Social Security
Investments
Preacher - how does housing allowance impact reportable income
Difference between wills & trusts
Napoleonic Code for property
2 hr 48 min
About Winning at Life with Gregory Ricks
From the publisher's feed
Join Gregory, CEO & Wealth Advisor of Gregory Ricks Total Wealth, as he discusses a wide range of financial topics, providing education, insights, and helpful information for your financial…
journey.
Whether you’re interested in retirement strategies, market trends, or general financial wellness, this show is designed to keep you in the know!
Subscribe to our YouTube Channel
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Insurance products are offered through the insurance business Gregory Ricks Total Wealth. Gregory Ricks Total Wealth is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Gregory Ricks Total Wealth are not subject to Investment Adviser requirements.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection, safety, or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.
This video is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Gregory Ricks Total Wealth is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Gregory Ricks Total Wealth.
This podcast show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Whether you’re interested in retirement strategies, market trends, or general financial wellness, this show is designed to keep you in the know!
Subscribe to our YouTube Channel
------------------------------------------------------------------
Insurance products are offered through the insurance business Gregory Ricks Total Wealth. Gregory Ricks Total Wealth is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Gregory Ricks Total Wealth are not subject to Investment Adviser requirements.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection, safety, or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.
This video is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Gregory Ricks Total Wealth is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Gregory Ricks Total Wealth.
This podcast show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.