Sign up to save your podcasts
Or
Share Winning at Life with Gregory Ricks
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Winning at Life with Gregory Ricks episodes
- Episode 1113: The Daily Wrap: 03.04.21Federal Reserve Chairman Jerome Powell's comments on inflation and low rates gives the stock market a gut punch.
Tom in Houma asks Gregory's thoughts on the Great Reset.
Do prisoners get Social Security benefits?
Gregory continues explaining the Invest 50-50 strategy, and the 3 asset classes he blends to give you the highest probability of getting ahead.
http://www.WinningAtLife.com34 min - Episode 1112: The Daily Wrap: 03.03.21The Numbers show a rough drop in stocks, and pandemic stocks are jumping based on positive coronavirus news.
Gregory introduces new listeners to Gregory Ricks and Associates, the Guided Planning System, and the Invest 50-50 strategy.
Sean in Luling wants to start getting some money into a Roth IRA. Can he contribute directly to a Roth 401k, or does he need to use a backdoor Roth conversion?
Gregory continues explaining the Invest 50-50 strategy, and the 3 asset classes he blends to give you the highest probability of getting ahead.
http://www.WinningAtLife.com43 min - Episode 1111: The Daily Wrap: 03.02.21The Numbers segment kicks off the show, and leads to the discussion of a couple big stories. The European Central Bank is slowing its asset purchases, and a huge Chinese corporation is defaulting on its debt.
Dale in Long Beach asks Gregory how his PPP loan affects his taxes. Will he still be able to write off business expenses that were paid by PPP funds?
A Wallethub survey shows people are still falling into debt holes, but credit card companies are not as heartless as portrayed.
A question from the Winning at Life app: When should my wife turn on her spousal benefit on my Social Security record?
http://www.WinningAtLife.com35 min - Episode 1110: The Daily Wrap: 03.01.21Winning at Life welcomes a new affiliate in Baton Rouge: Talk1073! Hear a quick summary of this show and what it's all about.
Steven in New Orleans asks what he should do with the money in his wife's DROP account?
The Numbers gives you a summary of how stocks performed today, with a special focus on a few big stories of the day. The new parent company of Chrysler - Stellantis - is added to the short sheet.
Hear Gregory Ricks and Dwayne Stein dismantle the Title Lock ads.
Anthony in New Orleans asks if he's going to be taxed on his Roth IRA contributions.
http://www.WinningAtLife.com39 min - Episode 1109: The Weekly Wrap: 02.27.21William in Long Beach is looking to turn Social Security on this year. How much in advance does he need to apply for Social Security to be sure it starts on time?
Karen in Hammond asks if her State Pension that cuts into her Social Security benefit would affect her spousal benefit as well.
Dwayne Stein joins the show to explain how to use a floating interest rate during times of rising mortgage interest rates.
Thomas in Hammond asks about the difference in turning on his Social Security early vs. Full Retirement Age.
Sandra in Picayune got some 1099s for debt write offs. Will she be taxed on that money?
Wesley in Kenner is retiring in a few months. When does he need to tell Social Security? Should he wait until Full Retirement Age?
Mortgage rates are on the rise, and Dwayne Stein forcasts how much longer these ultra-low rates can last.
Jocelyn in River Ridge is skeptical of the services that claim people are stealing your home's title and signing it away. Dwayne and Gregory share that skepticism.
Dwayne reviews Mark in Columbia who was turned down for a mortgage even though he has over $2 million in assets. Dwayne can help him with that.
Gregory is looking at adding an office in Baton Rouge for Gregory Ricks and Associates. More info to come soon.
The car crash of Tiger Woods is a painful reminder about the inherent health and financial risks that come with daily activities.
Danny in Brandon tries to sign his wife up for Medicare, but doesn't have enough credits to get part A for free. Gregory says she may be able to get that premium waived based on her spouse's record.
Buddy in Pass Christian is not a big fan of the fact he's not getting the $255 death benefit from Social Security from his wife's record.
Herbert in Marrero wants to know how much his wife will get from Social Security if he passes away first.
http://www.WinningAtLife.com1 hr 48 min - Episode 1108: The Daily Wrap: 02.25.21The Numbers show the markets taking a breather from its new record highs. Now is a good time to reinforce the role bonds play in the Invest 50-50 strategy.
Gregory does the math on taking Social Security Early, starting Social Security at Full Retirement Age, and maxing out your Social Security at age 70. Starting at age 70 clearly gives you the biggest monthly benefit, but is it worth the wait?
Paul in Gulf Shores asks Gregory if there's downsides to a big investment advisor you see in tv commercials.
http://www.WinningAtLife.com32 min - Episode 1107: The Daily Wrap: 02.24.21The Dow pops to a fresh new record close, and crosses 32K. Tesla and Bitcoin fell into bear territory.
Dwayne Stein of MortgageGumbo.com calls in to preview his guest appearance on Saturday. Mortgage rates are going up, and the window for these ultra-low rates is closing.
Marsha in Covington wants to set up a Roth IRA for her college-age kids. Is that a good idea?
Tiger Woods brutal car accident brings up a tough conversation about managing risks, both with your health and money.
No matter when you start Social Security (early, Full Retirement Age, or maxed out at age 70), the amount of money you receive in total by age 80 is about the same. From 80 on out, the difference is HUGE.
http://www.WinningAtLife.com42 min - Episode 1106: The Daily Wrap: 02.23.21Is the bond market signaling inflation is on the way? There appears to be universal agreement that inflation will be ramping up this year, so how should this affect your investing?
Russ in River Ridge asks Gregory to explain index-linked investments with no downside.
Charlie in Covington is selling his business. What should he do with that big pile of money?
How is Social Security taxed? Gregory explains how around 40% of Social Security beneficiaries are untaxed on their benefit.
http://www.WinningAtLife.com43 min - Episode 1105: The Daily Wrap: 02.22.21The Numbers show the stock market taking a breather, while bond yields are on the rise.
Jude emails: his mom passed away last year, and a neighbor immediately bought her house with cash. Since they didn't get an appraisal, how will they know how much they owe in taxes on the gain?
Keith emails Gregory asking his opinion on the company stock and target date funds in his 401k.
Richard emails: he's got low income and high debt in his 60s. How can they get in a position to retire?
Joel in New Orleans has over $100K and low debt in his 30s. How can he and his wife maximize their situation for the long term?
http://www.WinningAtLife.com39 min - Episode 1104: The Weekly Wrap: 02.20.21The markets have paused their record breaking ways this week. Is this the sign of a bigger pullback, or are stocks just catching their breath before resuming their bull run?
Emile on Facebook Live asks if it's OK to take Social Security early if your career prevents you from working all of the way up to your Full Retirement Age.
Danny in New Orleans has money in a TSP he recently moved to the G fund our of concern the economy could go south. Is he being too cautious?
Cheddar on Youtube Live asks where you should put your money if you think a correction is about to happen.
Jude Heath CPA joins the show. Tom in Loranger asks him and Gregory about selling his house to his granddaughter at a low price to get around the Estate Tax. Gregory and Jude point out it's quite unlikely he will pass the $22+ million exemption. Let your will take care of that.
Gregory in New Orleans asks if the IRS still accepts Income Averaging for unusually high income years.
Russ in River Ridge asks Gregory to explain index-linked investments with no downside.
Charlie in Covington is selling his business. What should he do with that big pile of money?
Cindy in Biloxi asks Jude Heath about casualty losses, and what IRS forms she will need.
Roman on Youtube Live asks: Will contributing to a TSP or IRA put you in a lower tax bracket.
Tax scammers are as active as ever, and the IRS issues a stern warning to tax preparers about phising scams.
Brian in Slidell got a 1099 in error. How does he fix the records with the IRS? Jude walks him through the steps to clean that up.
Cheryl's Steakhouse in Ocean Springs won Best Steak in Mississippi, and now we want to try one.
You may be able to get a lump sum from Retroactive Social Security Benefits, but is that really the best option for your situation?
Hear 3 bad excuses for turning on Social Security early.
Chris is Algiers is starting his Social Security this year, but it looks like he was shorted on his credits. Gregory explains how those credits will be added in at the beginning of next year.
http://www.WinningAtLife.com1 hr 45 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.