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Winning at Life with Gregory Ricks episodes
- The Daily Wrap: 06.17.1901:04 - How do you grade your 401k's performance? Just checking your 401k balance isn't enough to know whether or not your 401k investments are doing well, because it often includes your contributions mixed in with the returns. Gregory has some guidance on how to evaluate your accounts, and see if adjustments need to be made.
13:41 - What should you do if your IRA loses money? Matt in Hammond asks Gregory if he should be concerned that his IRA lost money the last two years.
17:38 - How much risk is right for your IRA? Lynn in New Orleans asks Gregory how aggressive she should be about high risk investment options in her IRA.
27:07 - The Numbers were positive across all indicies on the Numbers Page. Oil news still getting heavy attention. The Fed meeting on Wednesday has a big share of the attention from Wall St, too.
http://www.WinningAtLife.com45 min - The Weekly Wrap: 06.15.1900:59 - Tax cheats in the news are a good reminder that you should do everything you can do to keep your tax bill as low as possible, but DON'T BREAK THE LAW. Many of these stories involve the self-employed, because their tax compliance isn't as simple as a those who are a W2 employee.
04:47 - The attacks on oil tankers in the Straight of Hormuz have some folks pointing fingers at Iran, but the oil markets don't really seem to be phased by it.
14:32 - This week saw a great turnout for the Lunch and Learn event on Reverse Mortgages hosted by Dwayne Stein of MortgageGumbo.com. There was also a Wine, Wisdom, and Food event hosted by Gregory Ricks this week, and Gregory gives us a recap of what went down.
23:11 - This week marks the 9th anniversary of Winning at Life with Gregory Ricks. We revisit some classic calls and segments from years past to show how solid financial advice can be timeless.
34:26 - A proposal to pay off $50k of student loan debt for anyone in a household making under $100k a year has so many obvious problems, it's amazingly disappointing that anyone would support this.
44:30 - Jude Heath CPA helps us discuss how those who are W2 employees can be more tax efficient.
55:43 - Matthew in Bush asks if he can delay paying his payroll taxes until the end of the year, and invest that money in the meantime. Gregory explains why a W2 employee probably can't, and a self-employed person probably doesn't want to, either.
1:06:18 - What to do if you lose your tax breaks. Brian in Metairie has been reclassified from a 1099 contractor to an employee, thus losing a big chunk of tax write offs.
http://www.WinningAtLife.com2 hr 8 min - The Daily Wrap: 06.12.1905:14 - Kelvin in Kiln asks Gregory to clarify how an annuity works, because he's heard two different things. Both are correct, because there's several kinds of annuities, and Gregory breaks down the differences.
26:14 - Matthew in Bush asks if he can delay paying his payroll taxes until the end of the year, and invest that money in the meantime. Gregory explains why a W2 employee probably can't, and a self-employed person probably doesn't want to, either.
30:37 - When to sell your rental properties in retirement. Anthony in Albany is wondering how much of a financial hit he will take if he sells his rental properties.
38:31 - What to do if you lose your tax breaks. Brian in Metairie has been reclassified from a 1099 contractor to an employee, thus losing a big chunk of tax write offs.
http://www.WinningAtLife.com45 min - Day 67: Why were you late?Check out our available Zoom classes: http://inspirlang.com/zoomGet our digital/paperback book at https://inspirlang.com/lovemandoView podcast transcription at https://inspirlang.com/mandopodYoutube: https://youtube.com/c/inspirlangFacebook: https://facebook.com/inspirlangInstagram: @inspirlangTwitter: @inspirlang2 min
- The Weekly Wrap: 06.01.1901:32 - Out of the years you plan to spend in retirement, how many of them will you still have the energy to do activities requiring some level of physical fitness? The earlier you retire, the more "energy years" you will have, and they require a different financial approach. Rambo 5 is coming out, and Stallone is 72 years old.
12:32 - Tariffs dominate the financial headline this week, with the trade war with China causing tremors on Wall Street, paired with Trump announcing new tariffs on Mexico's imports to the US until the illegal immigration situation improves.
20:25 - After China's threat to withhold rare Earth minerals from the US as a part of the ongoing trade dispute, a rare Earth processing facility is already in the works in Texas, making it the only rare Earth processing plant outside China.
32:29 - Gregory Ricks and Associates are sponsoring a private party with a rising star in Country Music: Dylan Scott. Dylan Scott will play a solo acoustic set on the rooftop of the NOPSI Hotel in downtown New Orleans with some love from the iHeartRadio Country stations WNOE and WYNK.
34:50 - Frank in Baton Rouge asks Gregory how his wife's Social Security benefits could be affected by her teacher's pension from the State? It sounds like she will fall under the Windfall Elimination Provision, and Gregory gives some guidance on how some people are able to avoid having their Social Security trimmed because of a public pension.
45:34 - Trump gives the Presidential Medal of Freedom to Economist Art Laffer. He is the creator of the Laffer curve explaining the relationship between tax rates and tax revenue, and is sometimes referring to as the Father of Supply Side Economics.
55:09 - A recent survey looks at the financial prioroties of Millenials. While Millenials are doing slightly better about retirement savings than previous generations at the same age, saving for a new home and paying off debt are a higher concern.
1:01:24 - Chase in Gulfport has $2,000 in extra income monthly to invest. Should he pay down his mortgage with that money, or is there better options? Gregory asks a few questions, and has some powerful investing options for that money, maybe even using a 7702 plan.
1:15:55 - Retirees are far more likely to wear comfortable shoes on a daily basis. You can binge watch a show until 4am if you're retired. There's a ton of small lifestyle changes that can really make retirement wonderful, but that's only if you have your finances in order.
http://www.WinningAtLife.com2 hr 8 min - The Daily Wrap: 05.30.1900:58 - Because of the different tax rates between California and Texas, Chris Paul brings home more money than Steph Curry, despite having a gross salary that's $2 million less.
04:31 - The Numbers were mostly positive, but it's hard to get too excited considering the general trend is still down for the last 5 weeks or so.
14:02 - Uber releases its first quarterly earning report since going public, and they nailed the analysts' expectations with a $1 billion loss for the quarter. The report also gives us a first glimpse into some stats about Uber that were previously not in the public domain before the IPO. Uber Eats accounts for about a sixth of Uber's revenue, and we also learned Uber Freight could be a big part of the business going forward.
24:41 - Trump announces new tariffs for Mexico, starting at 5% on all goods that come across the Mexican border, until the illegal immigration avalanche is stopped. The tarrifs will tick up another 5% each month until it either reaches 25% in October, or the Mexican government is demonstrably stopping these illegal immigrant caravans.
33:18 - Kevin in Mobile is a younger guy (32) putting away some money in a 401k, but what else should he being doing to save and invest for retirement? Gregory encourages Kevin to keep finding ways to save more money, and start seeking some diversity in how those savings will be taxed.
http://www.WinningAtLife.com45 min - Day 66: Renting space for a restaurantCheck out our available Zoom classes: http://inspirlang.com/zoomGet our digital/paperback book at https://inspirlang.com/lovemandoView podcast transcription at https://inspirlang.com/mandopodYoutube: https://youtube.com/c/inspirlangFacebook: https://facebook.com/inspirlangInstagram: @inspirlangTwitter: @inspirlang2 min
- Day 65: Sample interview self-introductionCheck out our available Zoom classes: http://inspirlang.com/zoomGet our digital/paperback book at https://inspirlang.com/lovemandoView podcast transcription at https://inspirlang.com/mandopodYoutube: https://youtube.com/c/inspirlangFacebook: https://facebook.com/inspirlangInstagram: @inspirlangTwitter: @inspirlang2 min
- Day 64: I lost…Check out our available Zoom classes: http://inspirlang.com/zoomGet our digital/paperback book at https://inspirlang.com/lovemandoView podcast transcription at https://inspirlang.com/mandopodYoutube: https://youtube.com/c/inspirlangFacebook: https://facebook.com/inspirlangInstagram: @inspirlangTwitter: @inspirlang2 min
- Day 63: How to order foodCheck out our available Zoom classes: http://inspirlang.com/zoomGet our digital/paperback book at https://inspirlang.com/lovemandoView podcast transcription at https://inspirlang.com/mandopodYoutube: https://youtube.com/c/inspirlangFacebook: https://facebook.com/inspirlangInstagram: @inspirlangTwitter: @inspirlang2 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.