Winning at Life with Gregory Ricks

Winning at Life with Gregory Ricks

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Winning at Life with Gregory Ricks episodes

  • Episode 1162: The Daily Wrap 06.01.21
    Save Our NOLA Restaurants and Bars program this week: Red Gravy Cafe
    It's a family Italian Bistro on Magazine in Uptown with a menu that you have to read with an Italian accent.

    Brad in Pontchatoula asks about his wife's situation with the Louisiana Teacher's Optional Retirement Program. Gregory walks Brad through some of the rules and options in the system.

    Learn the loopholes that make the 529 Savings Plan more useful than you thought.
    33 min
  • Episode 1161: The Weekly Wrap 05.29.21
    Gregory recaps what happened in the financial world this week, and gives you some points to look for in the week ahead. Inflation is definitely here, and for most of the economy, prices aren't bouncing back.

    For our Save Our NOLA Restaurants and Bars program this week, we talk to the owner of Doris Metropolitan. This steak house in the French Quarter has a dry aging room in the front of the house where you can witness their dry aging process. Steak snobs, this place it for you.

    Dwayne Stein of Mortgage Gumbo joins the show to try and make sense of the red hot hosuing market, and can these low rates last much longer?

    Gregory runs through some heavy statistics on the state of our stock markets and price inflation across the board. When we cross reference that with some inflation predictions made a few month back, you know to expect more of the same for now.

    The Wine, Wisdom, and Food experience is now on a waiting list! 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.

    Gregory shows you some red flags that may be signaling a market pullback is around the corner.

    Learn the loopholes that make the 529 Savings Plan more useful than you thought.

    Summer is notoriusly slow on the stock markets, and this year should be about the same.

    Gregory gives you 3 ways to help delay claiming Social Security early.

    The balance sheet of the Federal Reserve is trillions of dollars that could be a real drag to unwind.

    Ray in Mandeville: is it too late for me to get into a 529 Plan for my daughters?
    1 hr 48 min
  • Episode 1160: The Daily Wrap 05.27.21
    The Wine, Wisdom, and Food experience is now on a waiting list! 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.

    Our restaurant of the week is Doris Metropolitan: a steakhouse in the French Quarter. You can see the different cuts of meat aging in the dry room at the front of the house.

    What should you do with your old 401k?

    Lenny in Slidell asks about the math of having a stock that's falling in price, but pays a good dividend.

    AT&T is in a constant battle with their corporate structure trying to sustain the burden of carrying the heaviest debt load of any American company.

    Are you investing or speculating? Learn to recognize and avoid speculative assets.

    Learn 3 strategies that may help you delay turning on your Social Security to get a higher benefit.
    33 min
  • Episode 1159: The Daily Wrap 05.26.21
    Our restaurant of the week is Doris Metropolitan: a steakhouse in the French Quarter. You can see the different cuts of meat aging in the dry room at the front of the house.

    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.

    Ford is throwing billions at their Electic Vehicle development. Will it pay off? We've heard electric cars are the future for decades, and Ford's stock is now at a 10 year high.

    Inflation is here, and don't expect it to be temporary.

    Wednesday Q&A: What do you do if your financial guy vanishes? Bill in Mobile can't get a hold of the lady that handled his business's books and taxes. How can he get copies of his tax returns and other important documents?
    36 min
  • Episode 1158: The Daily Wrap 05.25.21
    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.

    Housing prices take a huge leap, and there's a lot more than lumber causing the rise.

    Jeff Bezos must not be much of a football fan. He could easily buy a team, and it's an ultra-rich status symbol.

    The recent crypto crash has signs of investors getting out of the game.

    One big advantage of turning on Social Security at age 65 is that it covers your Medicare premium.

    39 min
  • Episode 1157: The Daily Wrap 05.24.21
    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 Numbers are mostly positive. Gregory reports that the streaming wars may be over, and Netflix is the winner.

    Our restaurant of the week is Doris Metropolitan: a steakhouse in the French Quarter. You can see the different cuts of meat aging in the dry room at the front of the house.

    Lolo in Kenner is selling her rentals, because she and her husband are too old to be keeping up with all that. What should they do with the money from the sales?

    Gregory explains how some households with children are going to be receiving Child Tax Credit Advances starting in July.
    42 min
  • Episode 1156: The Weekly Wrap 05.22.21
    Hear the financial headlines of the week, and look ahead at the week to come. Gregory explains how the wild week in crypto currencies keeps this asset class off the table.

    Our restaurant of the week is Susan Spicer's patio cafe in Midcity: Rosedale. Susan Spicer joins the show to talk about her business.

    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.

    Jude Heath CPA joins the show, and updates you on the rules changes for this year's tax season, and how some of the unemployment bonuses are being handled by the IRS.

    Steve in Algiers asks if he should refile his daughter's taxes to get the Unemployment income exclusion.

    Jude Heath explains how the process to get caught up on unfiled tax returns is fairly quick and easy. It may not be cheap, but you can be on the path to resolution within days.

    The ranks of the retail trader were boosted through apps like Robinhood last year. Now, over a million new traders are discovering their stocks trades may come with a hefty bill for the tax man.

    Gregory and Jude explain how some households are going to be receiving Child Tax Credit Advances starting in July.

    Lolo in Kenner is selling her rentals, because she and her husband are too old to be keeping up with all that. What should they do with the money from the sales?

    Phillip in Marrero asks if a cash business can fly under the rader of the IRS.

    Gregory has a preview of the new spending plan proposed by the Biden Administration.

    Julio on Youtube asks:
    So what is the answer to this question? Should I use my 401(k) to pay off my rental property? I have $220,000 in my 401(k). I owe $204,000 on my three unit rental property. It generates $3,250 a month. The interest rate on my rental property is 3.625%. I currently pay $1, 863 a month on the mortgage.

    Curtis on Youtube asks:
    what advice can you give to a beginner who just got into trading? I'm about giving up because I don't make enough profits like people talk about it, my account gets liquidated.
    2 hr 6 min
  • Episode 1155: The Daily Wrap 05.20.21
    Our restaurant of the week is Susan Spicer's patio cafe in Midcity: Rosedale.

    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.

    Sam in Gretna is changing firms. How does he evaluate between different Mutual Funds and ETFs? How does he figure out which new firm would be the right fit?

    How does he move the money without triggering some sort of tax or penalty?

    The average IRA balance reaches an all time high, but is it enough to retire on? Is average enough?
    40 min
  • Episode 1154: The Daily Wrap 05.19.21
    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 Numbers were in the red, but nothing catastrophic.

    The talk of the day was the dive in crypto currencies. Bitcoin fell about 30% from its recent record high. Gregory explains how cryptos are not investing, they are speculating.

    Lumber fell a bit, but remains in the clouds.

    Will inflation be temporary? Gregory review the case for transitory inflation.

    Julio on Youtube asks:
    So what is the answer to this question? Should I use my 401(k) to pay off my rental property? I have $220,000 in my 401(k). I owe $204,000 on my three unit rental property. It generates $3,250 a month. The interest rate on my rental property is 3.625%. I currently pay $1, 863 a month on the mortgage.

    Curtis on Youtube asks:
    what advice can you give to a beginner who just got into trading? I'm about giving up because I don't make enough profits like people talk about it, my account gets liquidated.

    Anna in New Orleans wants to convert her 401k to a Roth IRA. How much can she do at a time?
    35 min
  • Episode 1153: The Daily Wrap 05.17.21
    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.

    Elon Musk is battling blame for the recent crypto-crash, and another big bet against Telsa from a major short seller.

    Adam in Gulfport asks Gregory about the potential for a short squeeze with meme stocks. Gregory assures Adam that a short squeeze could happen, but the meme stock arena is off the rails and in speculation territory.

    Kenneth in Ocean Springs is concerned about inflation. What needs to be done to protect my investments?

    Steve in Algiers asks if he should refile his daughter's taxes to get the Unemployment income exclusion.

    Louisiana and Mississippi have the cheapest gas in the country. California is the most expensive.
    36 min

About Winning at Life with Gregory Ricks

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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…