Ask Gregory: Podcast - Income & Retirement Planning-logo

Ask Gregory: Podcast - Income & Retirement Planning

Education Podcasts

Financial Radio show host and Wealth Advisor Gregory Ricks answers questions from retirees and those preparing for retirement in this informational podcast. Hosted by Gregory Ricks. *Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Gregory Ricks & Associates are not affiliated companies. 00650347

Financial Radio show host and Wealth Advisor Gregory Ricks answers questions from retirees and those preparing for retirement in this informational podcast. Hosted by Gregory Ricks. *Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Gregory Ricks & Associates are not affiliated companies. 00650347

Location:

United States

Description:

Financial Radio show host and Wealth Advisor Gregory Ricks answers questions from retirees and those preparing for retirement in this informational podcast. Hosted by Gregory Ricks. *Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Gregory Ricks & Associates are not affiliated companies. 00650347

Language:

English

Contact:

504-832-9200


Episodes

Podcast 87: The History of the Market and What it Means for Your Wallet NOW

6/23/2022
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...

Duration:00:18:08

Podcast 86: What Should I Do If I've Named My IRA Beneficiary a Trust?

6/16/2022
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...

Duration:00:14:38

Podcast 85: Who Should Consider Roth Conversions?

6/6/2022
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...

Duration:00:15:50

Podcast 84: 3 Things to Do that May Raise Your Social Security Checks

6/2/2022
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:

Duration:00:13:00

Podcast 83: Do I Need to Add Venmo Transactions to My Tax Returns?

5/26/2022
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:

Duration:00:13:01

Podcast 82: What Opportunities Are There to Reduce the Tax Burden in Retirement?

5/19/2022
In this week's episode, Gregory is joined by Nicholas Rohde, a wealth advisor with Gregory Ricks & Associates. In this episode, Gregory and Nicholas discuss potential opportunities that you may have to reduce the tax burden on your retirement plan. A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast82 For more financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:

Duration:00:13:57

Podcast 81: Why Do I Need a Power of Attorney?

5/12/2022
In this week's episode, Gregory is joined by Wes Blanchard with WJ Blanchard Law and Nicholas Rohde, a wealth advisor with Gregory Ricks & Associates. Together they discuss what it means to have a power of attorney and how that could potentially save you from some potential issues in the future! A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast81 For more financial news, why don't you tune into "Winning at Life with Gregory...

Duration:00:11:18

Podcast 80: How Will Rising Interest Rates Affect Investors?

5/5/2022
In this week's episode, Gregory is joined by Nicholas Rohde and they discuss how rising interest rates could potentially affect your retirement plans as well as some strategies on how to navigate market volatility. A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast80 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:

Duration:00:12:08

Podcast 79: How Will Inflation Affect Your Retirement Plan?

4/28/2022
Join us this week as Gregory Ricks and Brandon Bergeron discuss the recent spike in inflation and a few of the best moves to navigate retirement in this market! A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast79

Duration:00:11:22

Podcast 78: When is the Best Time to Turn On Social Security Benefits?

4/21/2022
Join us this week as Gregory Ricks and Nicholas Rohde, both wealth advisors at Gregory Ricks & Associates, discuss all things Social Security. How do you apply? What age do you need to be what documents may you may need and more! A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast78

Duration:00:20:05

Podcast 77: Who Gets Ownership of My Property After I Pass Away?

4/14/2022
Join us this week as Gregory and attorney Wes Blanchard talk through the process of where your property goes when you pass away. Where will your stuff go? Do you have control of who gets what? Where does my property go if I don't have a will? A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast77

Duration:00:18:30

Podcast 76: What Can I Do with My Roth IRA After Five Years?

4/7/2022
Our friendly neighborhood CPA, Jude Heath, joins the show. This week Jude and Gregory discuss what you can do with your Roth IRA beyond its initial five-year timer. Can you continue to contribute to it? If so, what are the standard IRS limits? Are there different limits? A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast76

Duration:00:10:47

Podcast 75: What Really Goes on in a First Visit?

3/28/2022
Want to know what happens when you come in for a 1st visit with our firm? Gregory and Brandon Bergeron, wealth advisor, talk through what to expect when you sit down with our team. A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast75

Duration:00:11:25

Podcast72: A Warning on Using Trusts to Get Medicaid

10/13/2021
Trey in New Orleans asks about using a trust to shield his mom's assets in order to qualify for Medicaid. Gregory Ricks and Estate Planning Attorney Wes Blanchard are not fans of his idea. Complimentary Download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast72

Duration:00:17:59

Podcast73: The Greatest Financial Quotes of All Time

10/13/2021
Hear Gregory's thoughts on wisdom within these historic financial quotes. Complimentary Download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast73

Duration:00:15:27

Podcast74: Are You Sure You Want to Be an Executor?

10/13/2021
Estate Planning Attorney Wes Blanchard joins the show. Do you know what it takes to be an executor of someone's estate? Here's a checklist to help you decide who your executor should be, or if you should be an executor for others. Complimentary Download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast74

Duration:00:15:32

Podcast71: How Your Life Insurance Policy Could Generate Tax-Free Income

9/16/2021
Take advantage of Universal Life Insurance's tax efficiencies to create another stream of revenue in retirement. Complimentary Download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast71

Duration:00:15:00

Podcast70: Getting Long Term Care Help from Medicaid

8/26/2021
The rules on qualifying for Medicaid help with Long Term Care coverage are not as generous as many people expect. Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast70

Duration:00:26:41

Podcast69: 4 Secrets to Beating the Average Investor

8/25/2021
Gregory shares some key ways you get better than average returns on your investments. Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast69

Duration:00:16:29

Podcast67: What is a Roth Forever Clock?

8/24/2021
How long do you have to leave money in a Roth before you can withdraw it? Gregory explains how once you beat the clock, you're done with the clock forever. Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast67

Duration:00:19:30