Winning at Life with Gregory Ricks

Mort in New Orleans asks if continuing to work after turning on Social Security could increase his benefit. Is there an age limit for improving your retirement benefit?

We get a report from a show listener they received the Advanced Child Tax Credit payment today. Gregory runs down the eligibility rules and what you should expect.

Jim in New Orleans: Do they take Social Security taxes out of your check forever, or is there an age limit?

Eric on the Northshore: If I retire and wait a couple years to start my Social Security, will those years of no income reduce my benefit?

The Numbers are mixed, and Gregory elaborates on the predicted fate of Tesla's Cybertruck. Even Elon himself admits it may be a flop.

This is a flashback segment where we review audio of Gregory urging calm no matter who wins the election, and talking people off the ledge earlier this year. The economy has done fine since then.

Ray in Metairie split the proceeds of his deceased parents' property sale with his siblings. How does he report that on his taxes?

Generation Z is emerging into the economic world with their own unique set of quirky behaviors. Businesses will be adjusting to them soon.

Inflation talk is turned up everywhere in the financial world, because soaring inflation means the Fed may have to taper soon, and we know how that worked out last time.

Gregory shares some recent financial situations he's encountered, and there's universal concern for inflation and taxes going up.

Mark in New Orleans got a check in the mail from his old 401k. What should you do in that situation?

Tim in New Orleans asks if he can be a little heavier in stocks if he's got more of a cushion in assets.

Ron in Franklinton wants to know if his Social Security will be hit hard by the Windfall Elimination Provision.

The Numbers are incredible. All 3 major indices hit a new record, while commodities behaved, and optimism reigns.

After being the first billionaire to fly himself into space, Richard Branson's space stock soared. When he floated the idea of issue $500 million in new shares, it fell out of orbit.

The IRS leaked tax returns have exposed some clever ways the successful are using the tax code that you can learn from. How about the Mega Backdoor Roth conversion?

Learn other ways to get more money into Roth accounts. Your future taxes will thank you.

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. 

Maybe you could benefit from some help understanding how the laws work for Social Security, Medicare, and Estate Planning. Gregory is hosting some events in July that can answer your questions. The best news is: these events are of no cost to you!

Our restaurant of the week is Avenue Pub. The craft beer and craft whiskey European style pub on St Charles in the Lower Garden District is adapting well to post pandemic life.

The IRS leak of the richest Americans' tax returns shows some great ideas on minimizing taxes.

Life insurance starts out as a way to make sure your family is OK if you die too soon, and as you get older, it can be a powerful tool for tax efficiency.

Nelson in New Orleans asks if he can convert money in his qualified accounts into a Roth?

GUEST: Wes Blanchard, Estate Planning Attorney 
These Estate Planning events fill up fast
Wes covers a little bit of everything at the events: wills, trusts, poas, and explaining the succession process a little more

Space Race
Would you recommend updating your will before you get shot into space? It sounds like a "lost at sea" issue for the 21st century.

Running an estate from another State
Having a succession plan that crosses state lines adds a little complexity, but is doable.

Charlie in Albany is paying off his house, and wants to know what he should do with the monthly income this frees up?

Don in Covington wants more financial help. Should he go to an event or schedule a meeting?

Learn backdoor ways to get more money into Roth accounts. Your future taxes will thank you.

If your household income may be above $150k, you may want to opt out of the Advanced Child Tax Credit payments starting in a couple weeks.

Is inflation transitory? Gregory explains how inflation may slow down, but there's no expectation it will ever reverse.

Drew in Baton Rouge want to do something beyond his 401k contributions.

Tommy in New Orleans asks how the Advanced Child Tax Credit will be deal with shared custory situations.

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. 

After reviewing Gregory's live speaking events in July, Gregory tells the situation of a couple wanting to leave some of their inheritance money to a trust, and why that could be a tax nightmare.

The Numbers are impressive as the NASDAQ and S&P hit new highs. The concerns for inflation are still out there, but the stimulus sugar high continues. Baton Rouge has the lowest gas prices in the nation.

Venmo is raising some of its fees, so you'll be paying a little more for the convenience of the payment app.

Nicole in Hammond wants to get rid of her credit card debt. What's her best option?