Sign up to save your podcasts
Or
Share Winning at Life with Gregory Ricks
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Winning at Life with Gregory Ricks episodes
- Episode 1073: The Weekly Wrap: 12.19.20As this turbulent year comes to an end, Gregory shares some hope that 2021 should be better.
Tony in Baton Rouge asks Gregory about the compounding nature of stock returns.
Robert on the Northshore is planning on retiring this year, and wants to know if he should move more to single stocks or more to safety?
James in Pontchatoula asks his spousal Social Security options.
Mike in Marrero asks how he can invest his 401k to protect it from losses. Gregory recommends his 401k maximizer program.
Joel in New Orleans wants to know if he's in the right funds in his TSP?
Dwayen Stein of Mortgage Gumbo brings you: the 10 Commandments when getting a mortgage.
http://www.WinningAtLife.com1 hr 37 min - Episode 1072: The Daily Wrap: 12.17.20The good news about additional vaccines coming on the market pushes the markets higher, and Gregory reminds you to support your local small businesses to help keep as many afloat as possible.
The Numbers segment features a record high close for the Dow, Nasdaq, and S&P 500. Not everyone was a winner today, though.
Charles in Gulfport is worried the policies from climate change activists could crush the economy in the near future.
Gregory reviews 3 financial milestones you should reach by age 50.
http://www.WinningAtLife.com27 min - Episode 1071: The Daily Wrap: 12.16.20Some local acts of generosity are cheered by Gregory and James. Gayle Benson pays off the layaway bills for shoppers at three area Walmarts.
A recent Supreme Court ruling clears up an IRS regulation about using Captive Insurance as a tax dodge.
If you're thinking about a new creative way to lower your taxes, Gregory recommends you refer to Reilly's Laws of Tax Planning.
http://www.WinningAtLife.com37 min - Episode 1070: The Daily Wrap: 12.15.20The news around the Coronavirus is driving market volatility. The vaccine rollout pushed the markets up, and the markets fell after several governors and mayors announced new restrictions and lockdowns.
Pat in Slidell wants to know what's her best options for Spousal Social Security benefits.
Riley's Laws of Tax Planning. If you're thinking of a way to lower your taxes, review these rules before you act.
Christy in the Youtube live chat window: Comment on Bitcoin. Gregory explains why investing in cryptos is full of unknowns, and could not be advised.
http://www.WinningAtLife.com38 min - Episode 1069: The Daily Wrap: 12.14.20How can you write off stock losses? Hear a caller from one hour of Saturday's show right next to Jude Heath's answer from the next hour. And yes, there is a way to write off more than $3,000 in losses per year.
Jocelyn in River Ridge asks what's the total cap on annual contributions you could make to an IRA, 401k, and Roth IRA combined.
Time is running out on making contributions to your Roth IRA and 401k.
Amazon's third party sellers make up the majority of revenue, and there's venture capital firms that go around looking for little companies to buy on Amazon.
Sal in Mandeville: Should I accelerate my mortgage payments, or invest my extra money?
http://www.WinningAtLife.com38 min - Episode 1068: The Weekly Wrap: 12.12.20Learn 8 year-end tax tips to save money.
Is college a bad investment? Gregory has some words of caution before going into debt to get a degree.
Gregory shows your ways to keep you Social Security income at a lower tax rate.
Will in River Ridge took some big stock losses last year. Can he write off the losses anyway other than the $3,000-per-year carry forward? Jude Heath, CPA joins the show and says he can write off more against current capital gains income.
Jack in Metairie asks Gregory Ricks and Jude Heath about washing some of the capital gains from the sale of a rental property against his capital losses in the stock market.
Al in River Ridge goes deep in the weeds with Gregory and Jude about keeping up with an inter-generational stock's cost basis.
Taxes are probably going up. You may as well be prepared.
Cindy in Biloxi sold some stocks for a loss in her 457b plan. Does she have to report that loss on her taxes now, or will that be settled up when she starts taking money out?
Susan in Metairie asks if she should skip her Required Minimum Distribution for 2020.
Jocelyn in River Ridge asks what's the total cap on annual contributions you could make to an IRA, 401k, and Roth IRA combined.
Pat in Slidell wants to know what's her best options for Spousal Social Security benefits.
Carl in Moss Points asks how his spouse's benefits based on his Social Security Disability record will be figured.
Gregory gives you a deeper discussion on the 8 year-end tax tips to save money.
http://www.WinningAtLife.com1 hr 52 min - Episode 1067: The Daily Wrap: 12.10.20Students at Slidell High School are starting an Investing Club, and reached out to the show to ask where they should begin.
Gregory thinks interest rates going up anytime soon is a myth. Invest accordingly.
2 of the best 3 months in the stock market in the last 30 years happened in 2020.
Learn 8 year-end tax tips to save money.
http://www.WinningAtLife.com37 min - Episode 1066: The Daily Wrap: 12.09.20Another local restaurant shuts its doors forever, and Gregory offers some direction and support for those who have been recently unemployed.
Keith in New Orleans asks about what to do with two old 401k accounts from previous emloyers. Could that money be used to pay off a mortgage early?
Pay less in taxes during retirement by positioning your assets so your Social Security is taxed at a lower rate.
Robert in Mobile wants to retire early at age 62, but how does he cover his healthcare until he's eligible for Medicare at age 65?
http://www.WinningAtLife.com36 min - Episode 1065: The Daily Wrap: 12.08.20The Federal Trade Commision sues a shady company selling bad stock advice. Learn the signs of what to look for to avoid investing your money with the wrong people.
Scott in Mississippi asks Gregory's thoughts on precious metals as a short term play.
Charles in Covington asks Gregory's recommendation on where to find reliable sources for stock trading.
Proposed tax reforms from Joe Biden seek to eliminate the 1031 exchange, which allows you to defer taxes on the sale of an asset by rolling that gain into a similar investment asset.
http://www.WinningAtLife.com41 min - Episode 1064: The Daily Wrap: 12.07.20Mike in Convent turned on his Social Security retirement benefit after his full retirement age, and is upset his Medicare premiums are biting into his Social Security check. Gregory shows that Medicare premiums are based on your income in the last tax filing.
Bill in Slidell asks how the timeline works on Roth IRA conversions.
Christy on Youtube Live asks Gregory about the age 55 exception for early withdrawals from her TSP account.
The Numbers were mixed, with the NASDAQ setting a new record high.
Another story of a group pretending to be financial advisor getting charged for defrauding his clients with a Ponzi scheme.
http://www.WinningAtLife.com43 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
------------------------------------------------------------------
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.