Winning at Life with Gregory Ricks

Winning at Life with Gregory Ricks

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Winning at Life with Gregory Ricks episodes

  • The Daily Wrap: 11.29.18
    01:21 - Susan Roesgen from News With a Twist on WGNO calls in to ask Gregory's thoughts about the returns on her investments this year. Three different investment accounts have had wildly different results.

    15:45 - How can you get out of a Reverse Mortgage? Mark texts in on the Winning at Life app asking Gregory for advice on how to get his mother-in-law out of her reverse mortgage.

    21:42 - What do you do with the 401k from an old job? Gregory shares the story of a couple who is donig a good job managing the investments in an old 401k, but a time will come soon when changes have to be made.

    31:30 - What's a good financial tool to use when saving money for the kids? Bret on FB Live asks Gregory's opinion on using ETFs to get some returns on his kids' college fund.

    37:08 - Floyd Mayweather and DJ Khaled have run afoul of SEC laws when they were paid promoters for a crypto currency's Inititial Coin Offering. The crypto currency wasn't even legit, either.

    43:45 - Trump gave the market a little boost with some optimism on trade talks with China.

    http://www.WinningAtLife.com
    47 min
  • The Daily Wrap: 11.27.18
    01:53 - How do you judge if your investments are doing well in a down market? Gregory shares a recent situation where he was helping a client shed some risk and move to safety.

    05:30 - Beverly in Slidell asks Gregory how she knows if she's getting the most out of her Social Security options by staying on her husband's record while continuing to work.

    09:31 - The Numbers: the market opens down, but jumps when Kudlow hints at progress in trade talks with China is at hand this weekend.

    14:36 - Gregory explains why China wouldn't want to give up their favorable trade conditions, even in the face of tariffs and economic troubles on the home front.

    26:18 - The S&P is now in the red for the year. The good news is interest rates are on the upswing, so some of the money that was forced to chase yield in stocks is returning to the bond world. Your next portfolio rebalancing should probably include some drastic moves away from risk and into safety, if you aren't there already.

    35:31 - Warren in Donaldsonville asks Gregory for suggestions on what he can do with the 401k he left at his old job. Gregory gives Warren a few options, and some guidance on which one is probably the better fit.

    41:28 - GM is closing some plants and discontinuing 6 sedans, including the Chevy Volt.

    http://www.WinningAtLife.com
    47 min
  • The Daily Wrap: 11.15.18
    01:13 - Gregory reviews his guest appearance on the Gallo Show about how pension buyout offers are becoming more frequent, and how to know if the lump sum is enough to take.

    12:57 - Gregory Ricks Live was last night. It's the last live event from Gregory Ricks for 2018, and Gregory shares some event ideas for 2019.

    15:01 - Gregory reviews his guest appearance on the Gallo Show about if Social Security is going away. Of course it's going to have to look different, but it's highly unlikely it won't be there when you retire.

    26:43 - Why not learn to enjoy everyday activities more? Learning more about how to enjoy a fine wine and how it pairs with incredible foods makes things fun.

    36:46 - Gregory recently went to a restaurant that is soon to close, and notices he enjoyed the experience more knowing it was his last visit to a great place.

    http://www.WinningAtLife.com
    47 min
  • The Daily Wrap: 11.13.18
    02:19 - Graham in New Orleans asks Gregory about how to best use life insurance as an investment vehicle.

    12:59 - Gregory shares some quick thoughts on the California wildfires.

    17:38 - Should you ditch your variable annuity? A client asks Gregory how he could best utilize an old variable annuity with a decent income rider and low cash value.

    27:57 - What's good is a prospectus? Almost nobody reads these things. Gregory explains how he used a prospectus to help a client understand his variable annuity.

    35:47 - Steve in Houma asks Gregory how long of a surrender period he should consider when getting a fixed annuity.

    42:37 - Where is this market heading. Gregory explains how this market is behaving in ways that are unprecedented, as the world's central banks are unwinding a decade of unprecedented financial experiments.

    http://www.WinningAtLife.com
    10 min
  • The Weekly Wrap: 11.10.18
    00:56 - Pat in Belle Chase asks Gregory why her Social Security estimate went down. There's several reasons your benefits estimate could be calculated down, and there's a few things you could check on to make sure there's not a mistake.

    12:32 - If your Social Security check is smaller than you expected, it's probably your own fault. Gregory explains how if you understand all of Social Security's moving parts, you'll know where you stand.

    23:07 - According to the Life Expectancy Calculator at SSA.gov, Gregory has a longer life expectancy than James based on today's date.

    25:15 - Henry in Port Sulphur asks Gregory how a decrease in income the last few years will affect his benefit.

    33:08 - Gregory shares the story of how he helped a family situation in understanding Social Security.

    35:59 - Since more than half of individual stocks dipped into bear territory, does that mean this is a new bull market?

    41:30 - Michael in Gulfport asks Gregory if he can pay back the money he's gotten from Social Security, and reset it like it was never turned on.

    48:18 - We get Wes Blanchard to add his take to a recent call: Tom in Metairie asks Gregory's opinion on estate planning for those with no heirs or family at all.

    57:00 - Wes Blanchard gives his respone to a recent call: Linda in Covington asks Gregory's thoughts on using a Special Needs Trust to take care of a disabled adult child.

    1:07:53 - Vicki from Atlanta wants to protect assets from an heir's ex-spouse.

    1:17:20 - Do you have a right to see your parent's will? Wayne in Waco asks Gregory and Wes if he has any options concerning his sister not letting anyone see their recently-deceased father's will.

    1:22:40 - Justin in Metairie asks how a divided home ownership is passed through a living trust.

    1:27:44 - Graham in New Orleans asks Gregory about how to best use life insurance as an investment vehicle.

    1:52:56 - Some poor Chinese bondholders are getting a pig in leiu of payment. I'm not sure that would fly so well here in the States.

    http://www.WinningAtLife.com
    2 hr 6 min
  • The Daily Wrap: 11.09.18
    01:18 - Some poor Chinese bondholders are getting a pig in leiu of payment. I'm not sure that would fly so well here in the States.

    20:13 - What does it take to be in the top 1%? We break it down by income and net worth.

    27:50 - Pat in Belle Chase asks Gregory why her Social Security estimate went down. There's several reasons your benefits estimate could be calculated down, and there's a few things you could check on to make sure there's not a mistake.

    40:22 - Rick in Alexandria lived in China for a number of years, and shares his insight on what the economic conditions are like in reference to our earlier story about bond pigs.

    http://www.WinningAtLife.com
    47 min
  • The Daily Wrap: 11.08.18
    00:56 - What legislative changes are on the table that will affect your money? Social Security is unlikely to see any major changes anytime soon, but the Fiduciary Rule may make its return in some form. Generally, the markets love divided government.

    08:10 - How is your inheritance taxed? Roger in Belle Chase is inheriting a sizable portion of a family trust. Gregory guides him on how to determine his tax consequences, and seek out the help of a CPA.

    20:15 - Retirement savings are at an all time high according to a report from Fidelity. There's more assets in qualified accounts, especially compared to 10 years ago.

    29:24 - Some pension plans come with an extra Social Security offset that kick out a little extra money to cover the gap from retirement until you turn on Social Security. These can be a little tricky, but extremely helpful if you properly correlate it with your other assets.

    http://www.WinningAtLife.com
    2 min
  • The Daily Wrap: 11.06.18
    00:44 - Gregory welcomes you to Election Night 2018. The results of the midterm elections will most certainly affect your money, but history shows the markets tend to thrive in periods of political gridlock. The 2020 Election season opens tomorrow, and the economy could be the driving force.


    07:32 - Millionaires don't wait in line. Gregory explains how you can be more productive by adapting some time-saving behaviors from the ultra-wealthy. Gregory tells the story of a couple who were generating more income in retirement than expected, and were ecstatic about living with some of the extra perks and luxuries of life.

    35:48 - The Numbers were generally positive ahead of the election, but Amazon is getting a lot of attention with rumors it will split its new HQ2 location between NY and DC.

    http://www.WinningAtLife.com
    46 min
  • The Daily Wrap: 11.01.18
    01:45 - We review Gregory's guest appearance on the Gallo Show on Supertalk MS. The two main topics were the status of the MS State Pension's 13th Check, and how the election will affect your money. You hear Gregory's bold prediction from two sessions ago come true, and Gregory explains market symmetry.

    13:45 - A client who had been with her company for 30 years just found out her job is going away. It turns out she will be OK financially, because she has enough assets.

    16:37 - Gregory gives his take on how the markets will react to different scenarios resulting from the election. If the House and Senate stay red, the markets should be fairly happy. If they both flip, look for a pullback.

    27:31 - Gregory has some hot opinions on what's at stake in the next election, the Chinese trade issues, and how you can be positioned to make money no matter who wins.

    36:28 - Contribution limits for common retirement accounts like 401ks and IRAs have been increase for 2019.

    40:15 - The Numbers were positive for the third day in a row. The whole month of October didn't see three consecutive winning days, so this market seems to be rethinking its trend.

    http://www.WinningAtLife.com
    47 min
  • The Daily Wrap: 10.30.18
    02:16 - Anyone can retire, but how do you retire well? Longevity has to been a concern when planning out your retirement income, and you need to be planning with the expectation of living past 90.

    09:30 - Larry in Denver is coming into some money, and is thinking about putting it toward his mortgage or investing it. Gregory thinks dealing with the Adjustable Rate Mortgage should be a priority.

    33:47 - The Numbers were generally positive with one stock jumping 25% today!

    38:54 - Gregory reviews some reports from the earnings season, and the numbers are generally positive. It's interesting to see what this market will do with rising rates on one side, and solid earnings on the other.

    http://www.WinningAtLife.com
    47 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…