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Winning at Life with Gregory Ricks episodes
- Episode 1231: 02.19.22 Weekly Wrap ReplayEPISODE DESCRIPTIONWhy Russia and Ukraine Matter to the Stock Market.Inflation and market volatility.Interest rates going up.Social security benefits.Gerrod Galliano, Wealth Advisor with Gregory Ricks & Associates joins the show. (10a-1p)Gregory and Gerrod discuss thrift savings plans and different blending scenarios.Winning at Life Show Contributor joins the show. 1) CPA Jude Heath with J Heath & Co., LLC. (11am hour)Gregory and Jude discuss tax efficiency in retirement and the IRS. Caller questions include:Thrift Savings PlanRetiring & Social SecurityGeneral Investment questionThe Electronic Federal Tax Payment SystemClaiming Adult Child on Taxes401kInvestment Advice2 hr 46 min
- Episode 1230: 02.05.22 Weekly Wrap Replay
Market downturn and volatility.
How and when to file for social security benefits.
NICHOLAS ROHDE, Wealth Advisor with Gregory Ricks & Associates joins
the show. (10a-1p)
Gregory and Nicholas share insight into big bank changes.
Some big banks and Capital One as of February 1st are resigning as a custodian of IRA accounts and don’t want to deal with retirement assets anymore. Forcing IRA clients into a custodian change.
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 different scenarios regarding best practices for Last Will & Testaments.
Caller questions include:
IRA accounts
Investing 70K
RMD
Last Will & Testament
Safe Deposit Box
The Wine, Wisdom, and Food experience is back! Gregory hosts a wine pairing, and a financial talk with a focus on tax planning, and a tactical element added to the Invest 50-50.
2 hr 47 min - Episode 1229: The Weekly Wrap 01.29.2022
EPISODE DESCRIPTION
Navigating a Rising Interest Rate Environment.
Mortgage interest rates and what do you do when rates start
creeping up like they probably will this year?
Tax efficiency in retirement, taxes on hurricane losses, and I-Bond taxes.
Brandon Allen Bergeron, Wealth Advisor with Gregory Ricks & Associates joins
the show. (10a-1p)
Winning at Life Show Contributors join the show.
1) Dwayne Stein with Mortgage Gumbo (10am hour)
Gregory and Dwayne share insight into how you can navigate a rising rate environment.
2) CPA Jude Heath with J Heath & Co., LLC. (11am hour)
Gregory and Jude discuss tax efficiency in retirement, taxes on hurricane losses, and I-Bond taxes.
Brandon explains how first visits with Gregory Ricks & Associates work.
Caller questions include:
Social Security
CD’s
Cash Investments
Pay Back Unemployment
Taxes on Hurricane Losses
Retirement Taxes
I-Bond taxes
Investment Advice
2 hr 47 min - Episode 1228: The Weekly Wrap 01.22.2022
Ways to Manage Money More Effectively in 2022.
Devan Baham, Wealth Advisor with Gregory Ricks & Associates joins the show.
Gregory and Devan discuss different scenarios regarding when to turn on social security benefits.
Caller questions include:
Social Security
Rental Property Mortgage
Investment Advice
401K
TSP
Retired Savings
Pension Benefits
Savings Plan for Newborn Child
The Wine, Wisdom, and Food experience is back! Gregory hosts a wine pairing, and a financial talk with a focus on tax planning, and a tactical element added to the Invest 50-50.
2 hr 47 min - Episode 1227: The Weekly Wrap 01.15.2022
The state of the economy.
When will the Fed raise rates? Gregory makes the case for how the Fed will possibly react through the year.
Ways to Manage Money More Effectively in 2022.
Brandon Michael Blanchard, Wealth Advisor with Gregory Ricks & Associates and Estate Planning Attorney Wes Blanchard with WJ Blanchard Law LLC join the show.
Gregory and Wes dissect living trust vs will, capital gains & trust, and revocable trust.
Gregory and Brandon discuss saving for retirement with a 401(k). Your 401(k) needs regular TLC. Don't just set it and forget it. Why your 401(k) is more important than you think.Caller questions include:
- BIO-MED Stocks
- Safety of Assets in a Trust
- Capital Gains & Trust
- Revocable Trust
- When to turn on Social Security
The Wine, Wisdom, and Food experience is back! Gregory hosts a wine pairing, and a financial talk with a focus on tax planning, and a tactical element added to the Invest 50-50.
2 hr 48 min - Episode 1226: The Weekly Wrap 12.18.21Gregory discusses Social Security, retirement strategies, market news and more. Show contributor Dwayne Stein of "Mortgage Gumbo" joins the show in the first hour and answers your home buying questions.2 hr 57 min
- Episode 1225: The Daily Wrap 12.16.21Our last live weekday Daily Wrap. Gregory discusses the future of the radio show and when you can listen live - Saturday 10a to 1pm. He also answers questions regarding 401k management, the Windfall Elimination provision and Roth IRA's.59 min
- Episode 1224: The Weekly Wrap 12.11.21Gregory discusses child tax credits during a divorce and best ways to manage a single person LLC. He also answers questions regarding thrift savings, G-funds and C-funds. And he gives retirement advice and strategies.2 hr 57 min
- Episode 1223: The Weekly Wrap 12.04.21Gregory discusses real estate in the world economy and the Secure Act 2.0. He also answers questions regarding Social Security and credit card debt. We also learn the best ways to pay off a house note.2 hr 57 min
- Episode 1222: The Weekly Wrap 11.20.21Gregory discusses wills vs deeds, living wills and special needs trusts, He also answers questions about life insurance, Social Security benefits and he gives advice on the best ways to save money for the grandkids.2 hr 57 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.