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Winning at Life with Gregory Ricks episodes
- Episode 1178: The Weekly Wrap 07.10.21
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.
Maybe you could benefit from some help understanding how the laws work for Social Security, Medicare, and Estate Planning. Gregory is hosting some events in July that can answer your questions. The best news is: these events are of no cost to you!
Our restaurant of the week is Avenue Pub. The craft beer and craft whiskey European style pub on St Charles in the Lower Garden District is adapting well to post pandemic life.
The IRS leak of the richest Americans' tax returns shows some great ideas on minimizing taxes.
Life insurance starts out as a way to make sure your family is OK if you die too soon, and as you get older, it can be a powerful tool for tax efficiency.
Nelson in New Orleans asks if he can convert money in his qualified accounts into a Roth?
GUEST: Wes Blanchard, Estate Planning Attorney
These Estate Planning events fill up fast
Wes covers a little bit of everything at the events: wills, trusts, poas, and explaining the succession process a little more
Space Race
Would you recommend updating your will before you get shot into space? It sounds like a "lost at sea" issue for the 21st century.
Running an estate from another State
Having a succession plan that crosses state lines adds a little complexity, but is doable.
Charlie in Albany is paying off his house, and wants to know what he should do with the monthly income this frees up?
Don in Covington wants more financial help. Should he go to an event or schedule a meeting?
Learn backdoor ways to get more money into Roth accounts. Your future taxes will thank you.1 hr 49 min - Episode 1177: The Daily Wrap 06.29.21
If your household income may be above $150k, you may want to opt out of the Advanced Child Tax Credit payments starting in a couple weeks.
Is inflation transitory? Gregory explains how inflation may slow down, but there's no expectation it will ever reverse.
Drew in Baton Rouge want to do something beyond his 401k contributions.
Tommy in New Orleans asks how the Advanced Child Tax Credit will be deal with shared custory situations.
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 50-50.40 min - Episode 1176: The Daily Wrap 06.28.21
After reviewing Gregory's live speaking events in July, Gregory tells the situation of a couple wanting to leave some of their inheritance money to a trust, and why that could be a tax nightmare.
The Numbers are impressive as the NASDAQ and S&P hit new highs. The concerns for inflation are still out there, but the stimulus sugar high continues. Baton Rouge has the lowest gas prices in the nation.
Venmo is raising some of its fees, so you'll be paying a little more for the convenience of the payment app.
Nicole in Hammond wants to get rid of her credit card debt. What's her best option?42 min - Episode 1175: The Weekly Wrap 06.26.21In the leaked tax returns of rich Americans, some media outlets have noticed the tech billionaire Peter Thiel has a Roth IRA worth about $5 billion. Some critics are furious, but Gregory sees a learning opportunity for middle-class investors, not a problem.
Kyle in Independence is inheriting $100k. Should he wipe out his debts, or invest that money?
Save Our Nola Restaurant of the Week: Slim Goodies Diner. Classic American Breakfast Diner with eclectic Nola flair
Maybe you could benefit from some help understanding how the laws work for Social Security, Medicare, and Estate Planning. Gregory is hosting some events in July that can answer your questions. The best news is: these events are of no cost to you!
Gregory gets you all caught up on the financial news of the week.
Jude reviews Jeff in Thibodaux, who is selling his rental house and wants to know how the taxes work.
Collecting your child tax credit. What if you're worried about not qualifying? Should you stop payments?
Bill in Slidell asks Jude about using depreciation and write offs on a rental he wants to sell.
Syndicated Conservation Easements: don't throw your money at tax schemes in legal hot water
Shary on Facebook Live asks about her friend's financial advisor sell some stocks at a huge loss last year in order to harvest losses. Was that the right thing to do?
Lenny in New Orleans wants to start Social Security early because he doesn't want to miss 5 years of monthly checks.
Alex in Metairie asks about his eligibility for the Advacned Child Tax Credit.
Terri in Metairie asks about the tax hit she should expect when they sell her second home.
Nicole in Hammond wants to get rid of her credit card debt. What's her best option?
Is inflation transitory? A few commodities like lumber and oil may go down in the future, but most of these price increases are here to stay.1 hr 53 min - Episode 1174: The Daily Wrap 06.23.21Maybe you could benefit from some help understanding how the laws work for Social Security, Medicare, and Estate Planning. Gregory is hosting some events in July that can answer your questions. The best news is: these events are of no cost to you!
What do you need to know about the bond world? Gregory addresses some comment cards from a recent live event asking him about bonds.
Kyle in Independence is inheriting $100k. Should he wipe out his debts, or invest that money?
Gregory previews an upcoming discussion on crypto-currency trusts.
Learn what NOT to do with Social Security
Gregory explains how 3 news stories concerning Social Security represent brutal lessons you need to know
A woman claimed she was living alone in order to qualify for Social Security Disability benefits. She knew her husbands' residence and income would disqualify her for benefits, and now she's facing restitution, a fine, and prison time.
A man claimed Social Security early, and tried to hide his income to avoid the clawback. Tried.
Social Security issues a public statement addressing an uptick in new Social Security scams, including a list of new red flags to look for.34 min - Episode 1173: The Daily Wrap 06.22.21All eyes in the financial world were again focused on Federal Reserve Chairman Jerome Powell again today at a Congressional oversight hearing. Inflation is the here, but how serious is the Fed treating it?
If you're looking for alternatives to stock picking, or if you're worried about losing money in the market, the Invest 50-50 strategy may be the roadmap you're looking for.
The Winnies! The 2nd annual Winning at Life Awards are handed out to the important categories and not-so-important categories.37 min - Episode 1172: The Weekly Wrap 06.19.21We celebrate 11 years of Winning at Life! Gregory and James walk you through the history of the show, and how it has grown and evolved over the last 11 years.
Gregory invites you to learn how to make your Social Security decisions simple at his live event coming up at the GRA event space.
The Restaurant of the Week is the Nola Brewing Taproom on Tchoupitoulas in Uptown. You know their beers, you'll like their restaurant, too.
Jeff in Thibodaux is selling a rental house. How much will he owe in taxes?
Gregory gets you all caught up on the financial news of the week.
Dwayne Stein of MortgageGumbo.com joins us to clear up what is going on in the wild real estate market.
Marie in North Mississippi asks Gregory if she should update her life insurance policy, cancel it, or let it ride?
The Winnies! The 2nd annual Winning at Life Awards are handed out to the important categories and not-so-important categories.1 hr 53 min - Episode 1171: The Daily Wrap 06.17.21Gregory's live events are ramping back up, and there's 4 different events for people needing help with 4 different financial situations.
Hear the Traders' Prayer from Charles Payne on Fox Business.
Two of our top Youtube videos this year have similiar guidance: inheriting a big pile of money, and winning a big scratch off jackpot.
Mrs. Sims will be getting monthly check from her deceased husband's pension, and a lump sum for the last 15 years of missed payments.36 min - Episode 1170: The Daily Wrap 06.16.21Gregory's live events are ramping back up, and there's 4 different events for people needing help with 4 different financial situations.
The message from the Numbers segment is clear: the markets did not respond well to the Federal Reserve conversation on tapering its asset purchases.
Gregory responds to some audio highlights from Jerome Powell's press conference announcing the Federal Reserve is staying put. Gregory doubts the Fed can make any big moves before the midterms without wrecking the market.
Lisa in New Orleans has a deferred compensation plan at her job, but the plan rules have changed, and they want to pay the entire amount in one lump sum. Is there some way she can defer the deferred comp to avoid a huge tax hit?
Will the Windfall Elimination Provision crush my Social Security? Rhonda in New Orleans wants to know if her teachers pension will prevent her from getting anything from Social Security.40 min - Episode 1169: The Daily Wrap 06.14.21Gregory's live events are ramping back up, and there's 4 different events for people needing help with 4 different financial situations.
The annual awards show for Winning at Life is coming up on Saturday: the Winnies. Gregory and James review some of the nominees and new categories for this year's awards.
Use these 6 tips to get the most out of your 401k.
Are report makes a pretty solid case that your utility bills would be higher under the new Biden tax plan. Prices are also going up for groceries, gas, labor, and just about everything. How do you plan for inflation in income planning?30 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.