Ask Gregory: Podcast - Income & Retirement Planning

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 OrleansBiloxiBaton Rouge 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 OrleansBiloxiBaton Rouge 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 OrleansBiloxiBaton Rouge 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 OrleansBiloxiBaton Rouge 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 OrleansBiloxiBaton Rouge 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 OrleansBiloxiBaton Rouge 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 OrleansBiloxiBaton Rouge 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 OrleansBiloxiBaton Rouge 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 OrleansBiloxiBaton Rouge 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 OrleansBiloxiBaton Rouge 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 OrleansBiloxiBaton Rouge 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 OrleansBiloxiBaton Rouge 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 OrleansBiloxiBaton Rouge 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 OrleansBiloxiBaton Rouge 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 OrleansBiloxiBaton Rouge 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 week's podcast, Gregory explains in detail the history of the stock market volatility and how knowing your history impact your wallet. A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast87 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 OrleansBiloxiBaton Rouge 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 week's podcast, Gregory is joined by attorney Wes Blanchard. Tune into this episode as they will discuss the consequences of naming your IRA beneficiary a trust. For more information about WJ Blanchard Law visit: https://wjblanchardlaw.com/ A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast86 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 OrleansBiloxiBaton Rouge 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

Should you consider moving some of your money to a Roth account? Tune into this episode as Gregory is joined by Jude Heath and they are going to discuss different strategies that may help you become more tax efficient. For more information about J Heath & Co visit: https://www.jheathcpa.com/ A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast85 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 OrleansBiloxiBaton Rouge 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 episode, Gregory proposes three ideas that you may be able to implement to help get you a higher social security check! A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast84 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on: 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 OrleansBiloxiBaton Rouge 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 episode, Gregory is joined by Jude Heath of J.Heath & Co. and they are going to discuss how Venmo and other online services like it may need to be included in future tax returns. A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast83 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on: 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 OrleansBiloxiBaton Rouge 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