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Winning at Life with Gregory Ricks episodes
- The Daily Wrap: 01.22.1900:59 - Would you like a free book explaining ways to build tax-free income streams for retirement? Gregory is giving away copies of this quick read only to those who are serious about taking their investments to the next level.
03:09 - The Numbers are largely negative across the stock indices, but there's solid news coming from earning season.
11:33 - Soccer start Cristiano Ronaldo pays a $21 million fine for tax evasion to Spanish Authorities.
14:52 - Gregory has some strong opinions for the NFL after the Saints were robbed by one of the biggest blown calls in the history of sports. Gregory responds to Fran Tarkenton's remarks on the game, and how this is bad for business in the NFL.
25:00 - Fran Tarkenton has a new book out addressing the issue of senior financial abuse. Gregory sees people taking advantage of seniors with assets far too often, and has some strong advice on how to protect yourself.
36:57 - Gregory and James list out some ways to save on taxes. Max out your 401k/IRAs. Use your HSA. Use a CPA who knows all the deductions.
http://www.WinningAtLife.com45 min - Day 52 : ... is boringCheck 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 51: I am looking for...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 50: How to ask for directionsCheck 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 Daily Wrap: 01.15.1901:04 - Would you like a free book explaining ways to build tax-free income streams for retirement? Gregory is giving away copies of this quick read only to those who are serious about taking their investments to the next level.
15:04 - We review a highlight call from the Weekly Wrap: Larry in Slidell loves the show, but not the taxes on his Social Security benefits. Is there anything he can do about that?
20:59 - Wayneo in Waco got some questionable advice from someone at work saying you have to turn on Social Security to get Medicare? Gregory confirms that is bad advice, and gives you some options on how Medicare works.
26:41 - The first Gregory Ricks Live of 2019 is tomorrow. The event is full, so we expect another great wine, wisdom, and food experience at Ruth's Chris.
35:59 - The most common income streams for retirement. Gregory and James review a list of common income streams: Social Security, 401(k)s and IRAs, Roth accounts, pension, home mortgage (reverse or refi), health insurance, stocks and mutual funds, bonds, savings accounts, and CDs.
http://www.WinningAtLife.com47 min - Day 49: Why do you want to learn MandarinCheck 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: @inspirlang3 min
- The Daily Wrap: 01.14.1901:11 - Would you like a free book explaining ways to build tax-free income streams for retirement? Gregory is giving away copies of this quick read only to those who are serious about taking their investments to the next level.
12:29 - Gregory and James discuss a couple of news items: how some people think the national debt is not a problem, and is it a good idea to import thousands/millions of homeless illegal immigrants who skipped the line?
18:18 - It's RMD season! Do you know when you're required to start taking distributions from your IRA or 401k? Gregory explains how if you turned 70.5 last year, you need to make a Required Minimum Distribution by April 1 to avoid a brutal penalty.
24:02 - Lou in Houston sends in a text from the app asking Gregory about how the Social Security rules govern his divorce situation. While they are still married, she can turn on a benefit off of his record when he reached Full Retirement Age. However, when you get a divorce, there's a two year wait before you can collect. Gregory also advises this could be a bargaining chip in divorce negotiations.
28:38 - We review a great call from Saturday's show: Jeff in Hammond asks Gregory the difference between the Windfall Elimination Provision and the Government Pension Offset? How do these affect your Social Security benefits?
36:02 - Earl emails Gregory about his wife on Social Security going back to work at age 68. Will they take some of her check back? Does she still have to pay into the system? Will she build up a bigger benefit?
39:56 - The Northshore office of Gregory Ricks and Associates is now open for business!
http://www.WinningAtLife.com45 min - The Weekly Wrap: 01.12.1901:15 - Gregory and James do a quick football preview and then get to the financial news of the week. James asks Gregory if he frowns on the idea of heading out to the casinos on the MS Gulf Coast to take advantage of the sports betting.
15:49 - Emanuel in Gautier wants to know how Social Security benefits work once you get divorced. Gregory reviews the rules for Social Security benefits for divorced, spouses, widows, and when your ex spouse dies.
23:11 - The partial federal shutdown dominated the news cycle this week, but the affect on your money thus far has been minimal.
34:28 - Gregory reports on a CBO study on ways to reduce spending and the annual deficit. The report itself is over 300 pages, and shows there's a lot of room for the federal government to slim down and that would be huge for the economy.
35:20 - Donna in Ocean Springs asks Gregory if he's heard of deferring property taxes for senior citizens.
46:41 - Wes Blanchard, Estate Planning Attorney, sees an uptick in interest by people looking to create or update their estate planning. Wes also sees more successions this time of year, and suspects it has more to do with people getting tax bills rather than a New Year's resolution.
50:07 - Wes Blanchard explains why he found the need to pursue Estate Planning as other lawyers who did not specialize in the field were making some painful mistakes.
1:01:55 - John in New Orleans asks Wes about how to open up succession on his late father's estate. John's father passed years ago, and the family doesn't know how to get things started.
1:08:05 - Gregory says hi to some listeners who recognized his voice at Bistro Byrons in Mandeville, and Best Buy in Covington.
1:10:20 - Mary in New Orleans asks Wes about a suspicious succession process in the family, and how to best get it resolved.
1:19:23 - Elizabeth in Mandeville asks Gregory and Wes for any ideas to help a friend wanting to refinance her house.
1:28:58 - Gregory talks about setting up a tax free income stream.
1:32:30 - Paul in Gulfport asks about the tax implications of adopting a child.
1:37:02 - James in Bay St Louis wants more info on the book Gregory is offering to learn about tax free income streams in retirement.
1:38:49 - Greg in Pensacola is selling a piece of property. Should he take that money and pay off his mortgage, or invest it?
1:50:45 - Larry in Slidell loves the show, but not the taxes on his Social Security benefits. Is there anything he can do about that?
1:54:22 - Jeff in Hammond asks Gregory the difference between the Windfall Elimination Provision and the Government Pension Offset? How do these affect your Social Security benefits?
2:01:21 - Gregory answers a flurry of questions from Facebook Live, texts from the app, and one from an email.
http://www.WinningAtLife.com2 hr 8 min - The Daily Wrap: 01.11.1901:17 - The next Gregory Ricks Live in almost full, and it's worth the drive. Reserve your seat for our wine, wisdom, and food experience and find out if you should be working with Gregory Ricks and Associates.
05:36 - How do rising interest rates change the balance between risk and safety?
15:50 - The Numbers were down for the day, but only slightly. The markets just finished three positive weeks in a row, but Gregory isn't so sure the uptrend will continue much longer. Tesla gets some new competition as GM announces an all-electric Cadillac in in the works.
27:21 - David in Uptown is 78 and receiving Social Security, but asks Gregory if he can increase his benefit by suspending it for a couple years? Gregory explains that after you turn 70, you get no credit for delaying a benefit from Social Security. If you don't need the money, many people donate it to charity.
35:00 - Johnna in Marrero is thinking about turning on Social Security early, but heard there's a penalty if he continues to work.
http://www.WinningAtLife.com55 min - Day 48: How to describe appearanceCheck 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.