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 1094: The Daily Wrap: 02.04.21Learn 10 mistakes to avoid when rolling over your 401k. There's a minefield of taxes, penalties, and fines. Gregory gives you the map.
http://www.WinningAtLife.com20 min - Episode 1093: The Daily Wrap: 02.03.21Google's earnings report crushed expectations, and the stock is soaring. The other huge story in the business news is Jeff Bezos stepping down as CEO of Amazon. Is he going to focus his efforts on another project, or simply looking to lighten his load?
When you're trying to get started investing, you have to have an emergency fund first.
Why did my Medicare premiums jump, and my Social Security go down? Gregory explains to Jack in Madisonville that it's probably based on an increase in income from two year ago that's the culprit.
Gregory explains how the income brackets work for Medicare premiums.
Learn 10 mistakes to avoid when rolling over your 401k.
http://www.WinningAtLife.com34 min - Episode 1092: The Weekly Wrap: 01.30.21There's so much talk of raising taxes, one gets the feeling a tax increase is inevitable. The only questions left: WHICH taxes are going up, and by how much?
Danial in Metairie is concerned about rampant abuse and fraud in the PPP loans.
Frank in New Orleans is trying to restore his credit after a rough divorce.
David in Metairie is thinking about dipping into his 401k to pay off his rental property to free up some monthly income.
Lynn in Mandeville asks about using money from her IRA to pay off a rental property.
Why did my Medicare premiums jump, and my Social Security go down? Gregory explains to Jack in Madisonville that it's probably based on an increase in income from two year ago that's the culprit.
Lee in Hurley is turning 72 this year. When is he supposed to take his first Required Minimum Distribution?
Steve in Carriere asks Gregory about taking Required Minimum Distributions from his wife and shifting it to another IRA.
How much can you contribute to your 401k? Learn the maximum contribution limits for 2021 on your 401k, IRA, etc.
Suzanne in Abita Springs and her husband are getting a late start saving for retirement. How can they ramp up their savings, and where do they put it?
Wall Street's wild ride continues, as the trading of targeted stocks was halted by many retail trading outlets. After people, politicians, and media on both sides of the aisle cried foul, there may be legal consequences.
Steve in Pearl River is trying to buy a house out of succession from his two siblings. How does he go about paying off their ownership interests?
Gregory feels much of this current turmoil on Wall Street is fueled by a steady mix of bored gamblers, reckless day traders, and elite insiders, all amplified by how easy modern technology connects them. The average investor should not expect to beat the market.
Larry in Purvis and his brother were left some land by their dad. What are the tax consequences for inheriting land?
http://www.WinningAtLife.com1 hr 43 min - Day 120: Asking to change your address in Mandarin∞ Check out our available Zoom classes: https://inspirlang.com/zoom∞ 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 1091: The Daily Wrap: 01.28.21Wall Street's wild ride continues, as the trading of targeted stocks was halted by many retail trading outlets. After people, politicians, and media on both sides of the aisle cried foul, there may be legal consequences.
Are investing apps a good idea? Jay in Covington is interested in using some of these new trading apps on his phone, but wants to hear Gregory's thoughts first.
Gregory feels much of this current turmoil on Wall Street is fueled by a steady mix of bored gamblers, reckless day traders, and elite insiders, all amplified by how easy modern technology connects them. The average investor should not expect to beat the market.
Charles Payne of Fox Business is coming in hot siding with the Reddit trolls in their battle against the short selling hedge funds.
http://www.WinningAtLife.com2 min - Episode 1090: The Daily Wrap: 01.27.21The financial world is a wild ride watching a movement of small investors try and take down a billionaire hedge funs with a short squeeze on GameStop stock. The little guy seems to be winning in the fact they made some big shorts get out of the game at heavy losses, but to what end? The stock will not be able to hold this level.
This is a great chance for Gregory to explain how short selling works.
Michael in Biloxi cheers on the little guys taking a chunk out of the hedge fund Goliaths.
http://www.WinningAtLife.com39 min - Episode 1089: The Daily Wrap: 01.26.21If you would like to retire in your 60s, but still max out your Social Security benefits, perhaps you could use a bridge fund to get you there.
Jeff in Gretna is skeptical of Social Security's sustainability, and thinks major changes will happen pretty soon.
We review a couple of callers from Dwayne Stein's guest appearance. Ron in New Orleans asks Gregory and Dwayne if Title Lock Insurance is a necessity. Mike in New Orleans asks if he can get a mortgage for more than the property is worth.
Ronald in Gretna has nothing saved at age 50, and wants to kick start his retirement planning with some inherited money.
http://www.WinningAtLife.com35 min - Episode 1088: The Daily Wrap: 01.25.21Janet Yellen is our next Treasury Secretary. Her audio clips made regular appearances on our show when she was the Fed Chair.
Gregory summarizes the financial rules for gifting assets to your heirs. Reviewing two callers and an email: How should you pass along money beyond the annual IRS gifting exclusion limits, and what happens if the Estate Tax rules change on you?
Wayne in Slidell is buying a house. Should he put more money into the down payment, or should he invest that money? Gregory leans toward keeping your house money away from risk.
http://www.WinningAtLife.com34 min - Episode 1087: The Weekly Wrap: 01.23.21Gregory review: Carrie in Old Metairie wants to know how to give money to her kids beyond the normal annual gifting limit in the tax code.
Byron in Metairie reminds you that gifting beyond the tax limits can be filed against the estate tax basis.
If you turn Full Retirement Age for Social Security this year, you may want to take advantage of the different rules for your FRA year.
Dwayne Stein of Mortgage Gumbo explains how a storyline from the Tiger King show isn't so far fetched.
Can you borrow money from your wife's trust to buy a beach house, and pay the trust back like a mortgage?
It's a sellers market, but homeowners are staying put for a median of 13 years. With eviction moratoriums freezing small landlords, and fewer homes available, the real estate market is incredibly tight.
Mike in New Orleans asks if he can get a mortgage for more than the property is worth.
Paul in Amite wants to refi to pay off his variable HELOC.
Can Michael in Kenner do a mortgage refinance to pay off his Home Equity Loan and tax debts?
Ron in New Orleans asks Gregory and Dwayne if Title Lock Insurance is a necessity.
What happens if you've gifted enough money to use up your lifetime exclusion for the Estate Tax, and then the estate threshold gets lowered? Are you on the hook for taxes on that gifted amount?
If you turn Full Retirement Age this year, these are the special rule changes you need to know about.
Wayne in Slidell is buying a house. Should he put more money into the down payment, or should he invest that money?
http://www.WinningAtLife.com1 hr 52 min - Episode 1086: The Daily Wrap: 01.22.21Containers have been falling off of those giant container ships used for giant international shipments more than usual.
Art Laffer is cautiously optimistic about the economy, and Gregory responds to his concerns.
Dwayne Stein of MortgageGumbo.com explains how to navigate a real estate inventory that's the lowest in decades with historic low mortgage rates. People are staying put longer.
If you turn Full Retirement Age this year, these are the special rule changes you need to know about.
Ken in Lake Charles lost his house in a storm. Should he use the insurance lump sum to pay off his other debts?
Carrie in Old Metairie wants to know how to give money to her kids beyond the normal annual gifting limit in the tax code.
http://www.WinningAtLife.com43 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.