Ask Gregory: Podcast - Income & Retirement Planning

In this episode of "Ask Gregory," we dive into essential financial strategies with special guest Jude Heath from J Heath & Company, CPA. Jude shares insights on managing your taxes, the impact of recent IRS changes, and the importance of proper tax preparation. We discuss the growing trend of remote clients, especially from California, and the new beneficial ownership interest rules. Jude also provides valuable tips on how to prepare for potential audits, emphasizing the need for accurate and substantiated tax filings. Tune in to learn how to better control your finances and navigate the complexities of tax season. For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New OrleansBiloxi OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks! If you have any questions or are looking for some financial advice? Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

Join Gregory Ricks as he discusses the intricate details of Social Security benefits when a loved one dies. Learn how to handle the final check and more. Complimentary Download: www.gregoryricks.com/podcast106 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New OrleansBiloxi OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks! If you have any questions or are looking for some financial advice? Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

Estate planning can be a complex topic, but it's crucial for anyone looking to protect their financial legacy. In this episode, Gregory Ricks and Wes Blanchard simplify the process of wills, trusts, and probate, making it easier to understand and act upon for your financial future. For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New OrleansBiloxi OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks! If you have any questions or are looking for some financial advice? Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

Join Gregory Ricks and Dwayne Stein as they uncover the truth behind common real estate myths, share valuable financial insights, and discuss the crucial role of roofs and insurance premiums in your home buying journey. Get ready to make informed decisions in today's housing market. For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New OrleansBiloxi OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks! If you have any questions or are looking for some financial advice? Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

Join Gregory Rick's as he explores the financial lessons hidden within the movie "The Biggest Little Farm" and the innovative approach of "Moneyball." Discover ways data-driven strategies and tactical asset allocation can help enhance your investment portfolio. A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast103 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New OrleansBiloxi OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks! If you have any questions or are looking for some financial advice? Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast102 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New OrleansBiloxi OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks! If you have any questions or are looking for some financial advice? Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

On this episode of Ask Gregory, Gregory takes a step back from the financial talk to bring you the art of negotiation! A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast101 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New OrleansBiloxi OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks! If you have any questions or are looking for some financial advice? Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

Check out the latest episode of Ask Gregory where Gregory discusses how you can set yourself up for success in regards to the Federal Reserve's recent interest rate hikes. A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast100 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New OrleansBiloxi OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks! If you have any questions or are looking for some financial advice? Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

On today’s episode of Ask Gregory Podcast, Gregory discusses the impact of President Biden's Student Loan Forgiveness Plan and what implications this may have for borrowing money in the future. A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast99 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on: If you have any questions or are looking for some financial advice? Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New OrleansBiloxi OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks! If you have any questions or are looking for some financial advice? Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

With changes coming to how the IRS deals with IRAs once the owner of that account passes, it's important to plan where your money is going to go. In this episode of Ask Gregory, Gregory and Jude Heath discuss different strategies to ensure that your IRA money works for you and your heirs. A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast98 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on: If you have any questions or are looking for some financial advice? Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podca For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New OrleansBiloxi OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks! If you have any questions or are looking for some financial advice? Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

Does this current market make investing look scary? Join us for this episode of Ask Gregory where Gregory and Brandon Blanchard share some tips on how to adjust your portfolio in such a way to help mitigate the effects of inflation. A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast97 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on: If you have any questions or are looking for some financial advice? Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podca For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New OrleansBiloxi OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks! If you have any questions or are looking for some financial advice? Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

When creating a retirement plan there are a lot of factors to consider, but have you heard about how converting your traditional IRA into a Roth IRA has the possibility of creating tax-free income in the future? Joining Gregory to discuss this topic is Jude Heath of J Heath & Co CPAs A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast96 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on: If you have any questions or are looking for some financial advice? Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New OrleansBiloxi OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks! If you have any questions or are looking for some financial advice? Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

With all of this market volatility, how is the housing market affected? Joining Gregory on this episode of the podcast is Dwayne Stein, host of Mortage Gumbo and together they will discuss the effects of inflation on the real estate market and some best practices to utilize if you are looking to buy a home soon. A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast95 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on: If you have any questions or are looking for some financial advice? Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New OrleansBiloxi OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks! If you have any questions or are looking for some financial advice? Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

With inflation, rising interest rates, and historic market volatility do we need to be worried about the possibility of a recession? In this episode, Gregory and Dwayne Stein discuss if a recession is a possibility in this economy. A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast94 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on: If you have any questions or are looking for some financial advice? Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New OrleansBiloxi OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks! If you have any questions or are looking for some financial advice? Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

In this episode of Ask Gregory, Gregory is going to discuss how you can qualify to claim your ex-spouse's social security benefits. A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast93 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on: If you have any questions or are looking for some financial advice? Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New OrleansBiloxi OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks! If you have any questions or are looking for some financial advice? Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

There are a few tips and tricks that people utilize in the tax code, but do you know how the step-up basis could save your beneficiaries tax dollars? In this week's podcast, Gregory explains what the step-up basis is and how utilizing it may save your heir's tax dollars in the future. A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast92 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on: If you have any questions or are looking for some financial advice? Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New OrleansBiloxi OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks! If you have any questions or are looking for some financial advice? Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

In this week's podcast, Gregory talks about the importance of creating a will to ensure your wishes are being taken into consideration when you have passed on. A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast91 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on: If you have any questions or are looking for some financial advice? Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New OrleansBiloxi OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks! If you have any questions or are looking for some financial advice? Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

In this week's podcast, Gregory discusses important changes to the tax law and different measures you could take that may help reduce your tax burden in retirement. A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast90 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on: If you have any questions or are looking for some financial advice? Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New OrleansBiloxi OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks! If you have any questions or are looking for some financial advice? Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

In this week's podcast, Gregory is joined by Jude Heath of J. Heath & Co. where they answer Richard's question from the Winning at Life Hotline, " Can I buy extra I-bonds with leftover money from my tax returns?" A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast89 For more information about Jude Heath Visit: https://www.jheathcpa.com/ For more information regarding I-bonds please visit: https://www.treasurydirect.gov/ For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on: If you have any questions or are looking for some financial advice? Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New OrleansBiloxi OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks! If you have any questions or are looking for some financial advice? Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

In this week's podcast, Gregory discusses how we utilize our GRA Process to ensure that we are always working in your best interests, especially in a down market. A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast88 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on: If you have any questions or are looking for some financial advice? Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New OrleansBiloxi OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks! If you have any questions or are looking for some financial advice? Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast