Winning at Life with Gregory Ricks

In this week's episode of Winning at Life, Gregory Ricks is joined by CPA Jude Heath for a deep dive into smart tax planning strategies for 2025 and beyond. From surviving correction notice season to maximizing Roth conversions, Jude brings insider insights fresh off the heels of a hectic tax season. Plus, they unpack the latest on proposed “MAGA” savings accounts for kids, creative legacy planning ideas, and the surprising potential for a Pope to file a U.S. tax return.
 
For LIVE financial news talk radio, tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:
WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pm
WBUV-News Talk 104.9 FM Biloxi - 10 am - 1 pm
WBRP-107.3 FM Baton Rouge - 11 am - 1 pm

OR

For financial news talk ON DEMAND, tune into the Ask Gregory Podcast for more financial topics that may interest you! Visit: https://gregoryricks.com/podcast/

Winning at Life with Gregory Ricks | The Weekly Wrap 05.10.25
 
He’s back! Gregory Ricks has returned to Winning at Life after a brief break—refreshed and ready to help you take control of your financial future. 

This week, Gregory sat down with wealth advisor Brandon Blanchard for a powerful conversation on planning strategies and how to make your money work harder—especially when it comes to giving and long-term goals.

With over 40 years in the financial world, Gregory knows what works—and why having the right advisor matters. He also teased a few big things coming up, including a special estate and tax planning workshop on June 26 and a milestone anniversary celebration for his company. 

Plus, some eye-opening stories from the real world—and a reminder that your financial health deserves the same attention as your physical health. 

For LIVE financial news talk radio, tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:
WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pm
WBUV-News Talk 104.9 FM Biloxi - 10 am - 1 pm
WBRP-107.3 FM Baton Rouge - 11 am - 1 pm

OR

For financial news talk ON DEMAND, tune into the Ask Gregory Podcast for more financial topics that may interest you! Visit: https://gregoryricks.com/podcast/

In this comprehensive episode of "Winning at Life® with Gregory Ricks," host Gregory Ricks tackles a wide range of critical financial topics, from the latest developments in government legislation and economic trends to the importance of having open conversations with family members about their financial well-being.

Gregory is joined by Dwayne Stein, a contributor to the show, as they discuss the impact of the real estate market and the mortgage industry. These two also delve into the benefits of personalized mortgage services and the challenges of online quotes. 

Interest Rates and Economic Trends

The Impact of Tariffs on Car Manufacturers

Student Loan Debt and Credit Scores

Market Performance and Investment Strategies

Social Security Changes and Benefits

In this episode, Gregory covers Investment strategies and diversification, Medicare, Tax implications of Social Security benefits, and Strategies for managing healthcare costs and choosing the right plan.

Joined by Brandon Blanchard Wealth Advisor at Gregory Ricks & Associates. Brandon works alongside Gregory Ricks and specializes in helping clients navigate Medicare decisions, offering personalized guidance on healthcare coverage options during retirement.

Medicare

Social Security 

Financial Planning

In this episode, Gregory tackles three critical questions shaping today's financial landscape: tariffs, market volatility, and government cost-cutting.
Joined by estate planning attorney Wes Blanchard, Gregory provides an in-depth exploration of proactive financial strategies. The show features a powerful testimonial from Sandra, a listener who credits the show's advice with navigating complex Social Security and estate planning challenges.

Market Analysis Highlights:

Estate Planning Essentials:

Personal Finance Strategies:

Gregory's Personal Touch:
Beyond financial strategies, the show offers glimpses into Gregory's personal journey, including his health transformation and commitment to continuous learning.
Who Should Listen:

Connect with the Show:

"Winning at Life" isn't just a radio show—it's a financial education platform designed to empower listeners with knowledge, strategies, and confidence in their financial future.

In this episode of Winning at Life® with Gregory Ricks, Gregory discusses government spending, concerns about national debt, the need to reduce deficit spending, and the importance of balancing the budgets. 

Gregory shares insights on market volatility and recent market downturn. 

This episode is a must-listen for anyone concerned about maximizing their retirement income and protecting their nest egg.

Key Takeaways:

Whether you're retired, nearing retirement, or just starting to save, this episode provides valuable insights to help you win at life financially. Tune in now!

For LIVE financial news talk radio, tune into "Winning at Life® with Gregory Ricks" LIVE on Saturday on:
WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pm
WBUV-News Talk 104.9 FM  Biloxi - 10 am - 1 pm
OR
For financial news talk ON DEMAND, tune into the Ask Gregory Podcast for more financial topics that may interest you! Visit: https://gregoryricks.com/podcast/

In this episode of Winning at Life® with Gregory Ricks, Gregory is joined by Jude Heath, CPA, and Janae Bridges, Wealth Advisor at Gregory Ricks & Associates. They discuss smart money moves for using your tax refund, including saving for emergencies, paying off debt, and investing in yourself.
 
The conversation also covers important updates on the Social Security Fairness Act, which aims to increase benefits for certain groups of workers. Gregory provides insights on comprehensive retirement planning, highlighting the importance of proper asset allocation and risk management to ensure your assets last throughout retirement.

Listeners will learn practical strategies for making the most of their tax refund, as well as tips for long-term financial planning and avoiding common pitfalls. Whether you're nearing retirement or just starting to save, this episode is packed with valuable information to help you achieve your financial goals.

Don't miss this opportunity to get guidance from the team at Gregory Ricks & Associates. Tune in now and start planning for your financial future.

For MORE financial news talk radio, tune into "Winning at Life® with Gregory Ricks"  on Saturday on:
WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pm
WBUV-News Talk 104.9 FM  Biloxi - 10 am - 1 pm
OR
For financial news talk ON DEMAND, tune into the Ask Gregory Podcast for more financial topics that may interest you! Visit: https://gregoryricks.com/podcast/
OR
Listen on our APP!
https://app.appinstitute.com/gregoryr

In this episode of Winning at Life®, host Gregory Ricks dives into the latest updates on the Social Security Fairness Act and how it will impact retirees. He's joined by Wealth Advisor Brandon Blanchard to discuss the challenges the Social Security Administration is facing in implementing the new law, and the importance of having a diversified retirement portfolio to weather market volatility. Mortgage professional Dwayne Stein also provides insights on the current state of the housing market and strategies for home buyers.
 
The conversation also covers crucial financial planning topics for couples, including the importance of open communication about money, combining finances, and aligning on long-term goals. Gregory shares insights on avoiding common mistakes like carrying too much stock market risk in retirement.

Listeners will learn practical steps to take, such as setting up a My Social Security account, reaching out to financial advisors for guidance, and attending upcoming workshops on tax planning for retirement. This episode is a must-listen for anyone concerned about maximizing their retirement income and protecting their nest egg.

Key Takeaways:

Whether you're retired, nearing retirement, or just starting to save, this episode provides valuable insights to help you win at life financially. Tune in now!

For LIVE financial news talk radio, tune into "Winning at Life® with Gregory Ricks" LIVE on Saturday on:
WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pm
WBUV-News Talk 104.9 FM  Biloxi - 10 am - 1 pm
OR
For financial news talk ON DEMAND, tune into the Ask Gregory Podcast for more financial topics that may interest you! Visit: https://gregoryricks.com/podcast/

Tax Season Strategies, Social Security Changes, and Retirement Planning Insights!
In this jam-packed episode, host Gregory Ricks welcomes Jude Heath, a CPA from J. Heath & Company, to dive deep into the world of taxes, financial planning, and preparing for the future.
First, Jude shares critical deadlines and tips to get your tax documents in order before the April 15th filing deadline. From the importance of having a complete paperwork package to maximizing deductions, you'll learn how to streamline the tax prep process. Then, Gregory and Jude tackle the hot-button issue of the recently passed Social Security Fairness Act. They unpack the potential $200 billion impact of repealing the Windfall Elimination Provision and Government Pension Offset, and what it means for government employees' benefits. But it's not all doom and gloom - they also discuss smart strategies for building retirement wealth, from maximizing Social Security to optimizing annuity investments. Jude provides invaluable insights on business structuring and tax-saving techniques that every entrepreneur needs to know.
Plus, Gregory shares essential travel tips, including the importance of renewing your passport well in advance to avoid international entry issues. Whether you're preparing for tax season, planning for retirement, or simply seeking to get your financial house in order, this episode is packed with practical advice you won't want to miss. Tune in now to start Winning at Life


Winning at Life® with Gregory Ricks - Helping to Guide YOU to Financial Freedom and Retirement Success for 14 YEARS!

Each episode covers a wide range of topics, from help maximizing Social Security benefits and minimizing taxes in retirement to recovering from market volatility and choosing the right financial products like annuities. Gregory's down-to-earth approach and 40+ years of industry experience make him a trusted resource, while his engaging conversations with guests provide valuable perspectives.

Listeners also gain access to exclusive educational workshops, personalized financial planning resources, and a supportive community through the Winning at Life app. Join Gregory and the Winning at Life® nation as you take control of your financial future and achieve the retirement you deserve.

For LIVE financial news talk radio, tune into "Winning at Life® with Gregory Ricks" LIVE on Saturday on:
WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pm
WBUV-News Talk 104.9 FM  Biloxi - 10 am - 1 pm
OR
For financial news talk ON DEMAND, tune into the Ask Gregory Podcast for more financial topics that may interest you! Visit: https://gregoryricks.com/podcast/

For LIVE financial news talk radio, tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:
WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pm
WBUV-News Talk 104.9 FM  Biloxi - 10 am - 1 pm

OR

For financial news talk ON DEMAND, tune into the Ask Gregory Podcast for more financial topics that may interest you! Visit: https://gregoryricks.com/podcast/