EPISODE DESCRIPTION

How Russian invasion of Ukraine may or may not impact the U.S. economy.

The Russia and Ukraine conflict is creating market volatility and higher oil and gasoline prices. 

Inflation and supply chain issues. 

Difference between Wills & Trusts 

NICHOLAS ROHDE, Wealth Advisor with Gregory Ricks & Associates joins 

the show. (10a-1p)

Gregory and Nicholas discuss how Russian invasion of Ukraine may or may not impact the U.S. economy.

Winning at Life Show Contributor joins the show.

 1) Estate Planning Attorney Wes Blanchard with WJ Blanchard Law LLC (11am hour)

Gregory and Wes discuses the difference between Wills & Trusts.

Caller questions include:

Leaving property in Mississippi to kids who live in Louisiana

Why ETFs/CTFs pay higher dividends

Social Security

Investments

Preacher - how does housing allowance impact reportable income 

Difference between wills & trusts

Napoleonic Code for property

Market downturn and volatility.

How and when to file for social security benefits.

NICHOLAS ROHDE, Wealth Advisor with Gregory Ricks & Associates joins 

the show. (10a-1p)

Gregory and Nicholas share insight into big bank changes.

Some big banks and Capital One as of February 1st are resigning as a custodian of IRA accounts and don’t want to deal with retirement assets anymore. Forcing IRA clients into a custodian change.

Winning at Life Show Contributor joins the show.

1) Estate Planning Attorney Wes Blanchard with WJ Blanchard Law LLC (11am hour)

Gregory and Wes discuses different scenarios regarding best practices for Last Will & Testaments.

Caller questions include:

IRA accounts

Investing 70K

RMD 

Last Will & Testament

Safe Deposit Box

The Wine, Wisdom, and Food experience is back! Gregory hosts a wine pairing, and a financial talk with a focus on tax planning, and a tactical element added to the Invest 50-50. 

EPISODE DESCRIPTION

Navigating a Rising Interest Rate Environment.

Mortgage interest rates and what do you do when rates start 

creeping up like they probably will this year? 

Tax efficiency in retirement, taxes on hurricane losses, and I-Bond taxes.   

Brandon Allen Bergeron, Wealth Advisor with Gregory Ricks & Associates joins 

the show. (10a-1p)

Winning at Life Show Contributors join the show.

1) Dwayne Stein with Mortgage Gumbo (10am hour) 

Gregory and Dwayne share insight into how you can navigate a rising rate environment.

2) CPA Jude Heath with J Heath & Co., LLC. (11am hour)

Gregory and Jude discuss tax efficiency in retirement, taxes on hurricane losses, and I-Bond taxes.   

Brandon explains how first visits with Gregory Ricks & Associates work. 

Caller questions include:

Social Security

CD’s

Cash Investments

Pay Back Unemployment

Taxes on Hurricane Losses

Retirement Taxes

I-Bond taxes

Investment Advice

Ways to Manage Money More Effectively in 2022.

Devan Baham, Wealth Advisor with Gregory Ricks & Associates joins the show.

Gregory and Devan discuss different scenarios regarding when to turn on social security benefits. 

Caller questions include:

Social Security

Rental Property Mortgage

Investment Advice

401K

TSP

Retired Savings

Pension Benefits

Savings Plan for Newborn Child

The Wine, Wisdom, and Food experience is back! Gregory hosts a wine pairing, and a financial talk with a focus on tax planning, and a tactical element added to the Invest 50-50. 

The state of the economy.

When will the Fed raise rates? Gregory makes the case for how the Fed will possibly react through the year.

Ways to Manage Money More Effectively in 2022.

Brandon Michael Blanchard, Wealth Advisor with Gregory Ricks & Associates and Estate Planning Attorney Wes Blanchard with WJ Blanchard Law LLC join the show.

Gregory and Wes dissect living trust vs will, capital gains & trust, and revocable trust.

Gregory and Brandon discuss saving for retirement with a 401(k). Your 401(k) needs regular TLC. Don't just set it and forget it. Why your 401(k) is more important than you think. 

Caller questions include:

The Wine, Wisdom, and Food experience is back! Gregory hosts a wine pairing, and a financial talk with a focus on tax planning, and a tactical element added to the Invest 50-50.