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Winning at Life with Gregory Ricks episodes
- Day 122: Where should I sign my name?∞ Get our digital/paperback book at https://inspirlang.com/lovemandoYoutube: https://youtube.com/c/inspirlangFacebook: https://facebook.com/inspirlangInstagram: https://instagram.com/inspirlangTwitter: https://twitter.com/inspirlang3 min
- Episode 1121: The Daily Wrap: 03.16.21The price of lumber is dragging down new home builds, and any other project that requires significant lumber inputs.
5 Tips to Conquer Your Stock Market Fears
Brian in Pearl River got a side job that offers company stock in their retirement plan. Would he be wise to take advantage?
http://www.WinningAtLife.com28 min - Episode 1120: The Daily Wrap: 03.15.21Hear some stories on previous callers who've come back months later and updated us on their situation.
Taxes are going up. Gregory runs through some of the signs he's seeing about where tax policy is heading, and talks about planning accordingly.
We review Patricia's call where she received 15 years worth of missed payments for her deceased husband's pension. She called back to ask about how to handle her taxes, and what's better than CDs but still safe. Gregory explains how last year's windfall will be taxed, and fixed annuities may be the alternative to CDs she seeks.
Learn what's in the Covid relief bill that will affect your money? Gregory explains the tax credits and rules changes you need to know.
http://www.WinningAtLife.com36 min - Episode 1120: The Daily Wrap: 03.15.21Hear some stories on previous callers who've come back months later and updated us on their situation.
Taxes are going up. Gregory runs through some of the signs he's seeing about where tax policy is heading, and talks about planning accordingly.
We review Patricia's call where she received 15 years worth of missed payments for her deceased husband's pension. She called back to ask about how to handle her taxes, and what's better than CDs but still safe. Gregory explains how last year's windfall will be taxed, and fixed annuities may be the alternative to CDs she seeks.
Learn what's in the Covid relief bill that will affect your money? Gregory explains the tax credits and rules changes you need to know.
http://www.WinningAtLife.com36 min - Episode 1119: The Weekly Wrap: 03.13.21Gregory has a new office opening up soon in Baton Rouge, and a new radio station has picked up the weekday version of the show: Talk 107.3 the new flavor of talk in Baton Rouge.
Patricia in New Orleans needs to know how she's going to be taxed on the backlog of pension payments she received last year.
Who is getting a stimulus check? This round of checks have a lower income threshold.
Doug in New Orleans asks how his kids will be taxed when they inherit his IRA.
Gregory Ricks and Wes Blanchard expose the truth behind Estate Planning Mills you see advertised.
Tim in Mobile wants Gregory's thoughts on how he has his investments structured. Do dividend paying stocks make a good foundation for income?
David in Metairie asks Wes and Gregory if his parents house should be donated to the kids, or left to them in the will?
Larry King threw a monkey wrench into his estate plan with a last minute attempt to override his existing will with a hand written will.
Jack in Metairie asks Wes if he needs a trust to sheild his assets from Medicaid.
Norman in Slidell wants to retire early. How does he cover his healthcare costs?
Sandra in Picayune received bonus unemployment benefits last year. How will she be taxed?
If you ever need a reminder that inflation is coming, take a look at the US Debt Clock.
Kevin in Kiln has concerns boosting the minimum wage will kill small businesses and cause inflation.
Colin in Metairie asks if Social Security is going away.
http://www.WinningAtLife.com1 hr 41 min - Episode 1118: The Daily Wrap: 03.11.21The Numbers are fairly solid, with all indices positive. The price of oil keeps climbing, and gasoline is climbing right behind it.
Marie in Metairie is concerned that taxes are going up. Gregory generally agrees it's a good idea to position your assets with tax increases in mind.
The political landscape that is set for the next two years gives you a good idea of what changes you can expect with your finances.
Web Blanchard, Estate Planning Attorney, previews his guest appearance on Saturday where we will discuss the huge difference between leaving your family the remote control to your finances, and leaving your family to find and pick up the pieces of your finances.
http://www.WinningAtLife.com26 min - Episode 1117: The Daily Wrap: 03.10.21Do you qualify for the next round of stimulus checks? We finally have what is expected to be the final details of the third round of stimulus checks, and explain to you who gets a check.
If you've been handed the financial responsibility for a loved one who passed away, Gregory has a roadmap of how to make sure you properly address the transition, and ideas you may miss without a map. GregoryRicks.com/roadmap
Corey in Ocean Springs plans to continue working after turning on Social Security, and wants to know which types of income could cause your Social Security to be lower. Gregory explains that once you pass Full Retirement Age, the only affect income could have is to cause Social Security to be taxed at a higher rate. Before Full Retirement Age, only active income subjects your early Social Security benefit to a clawback.
Jason in Covington owes an imposing amount of money in back taxes. Should he use a tax resolution service, or deal with the IRS himself?
http://www.WinningAtLife.com1 min - Episode 1116: The Daily Wrap: 03.09.21When Kudlow asks Donald Luskin if it's time to get out of stocks, Luskin says it's time to get in. Gregory warns of being overweighted in stocks.
Jack in Metairie wants Gregory's thoughts on how he should handle his DROP money when he retires.
Chris in Metaire wants to know if he's getting a stimulus check.
Joe in Mississippi asks how much money he can earn without disrupting his Social Security Disability benefits.
Joe in New Orleans is now a caretaker for his recovering brother. How does he go about assuming financial responsibilities on behalf of his brother?
http://www.WinningAtLife.com3 min - Episode 1115: The Daily Wrap: 03.08.21Rhonda in New Orleans wants to know if the Windfall Elimination Provision will prevent her from getting anything from Social Security.
Alicia in Mandeville has a web of financial issues. Will she have enough credits to get around Social Security's Windfall Elimination Provision? What's her Spousal Social Security options? What's difference between a 403b and a 457 plan?
Johnny in Grand Bay is now the caretaker for his brother who had a dibilitating stroke, and has huge financial questions on how to pull this off.
http://www.WinningAtLife.com58 min - Episode 1114: The Weekly Wrap: 03.06.21If you're looking for some reliable help finding answers to your financial situation, you can use this show's archives, the Ask Gregory podcast, the Winning at Life app, and GregoryRicks.com.
The Jobs Report shows more reasons for optimism than pessimism.
Donald Luskin was on Larry Kudlow's show making some interesting points on the jobs report, inflation, and stocks. Should you get out of the market, or stay put?
Tom in Houma tells a cautionary tale about having too much risk in the stock market, and asks if it's ok to buy a falling stock.
Rhonda in New Orleans wants to know if the Windfall Elimination Provision will prevent her from getting anything from Social Security.
Jack in Metairie wants Gregory's thoughts on how he should handle his DROP money when he retires.
Wayne in Slidell asks about the wisdom of putting extra money to your mortgage vs. investments.
Sarah in Metairie wants to gift $20,000 to one of her kids, but keep things fair
Karen in Laplace asks for ideas about getting started in investing.
Eric in Slidell rolled over his 401k into an IRA. All of the funds are now sitting in the default money market account. How should he allocate that money out in different investments?
Matt in Pascagoula texts the show to ask about the income limits to have a Roth IRA.
http://www.WinningAtLife.com1 hr 52 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
------------------------------------------------------------------
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.