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 and Co-Host James Parker. *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 and Co-Host James Parker. *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 and Co-Host James Parker. *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

Podcast54: What are Cryptos and Are They Considered Currency?

6/3/2021
In this Ask Gregory Episode, talk about Crytocurrency. Gregory discusses how cryptos are speculation, they are not currencies and they are not investments. Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast54

Duration:00:16:14

Podcast55: 5 Drawbacks to Only Having a 401k

6/3/2021
Learn the downsides to having a 401k as your only retirement savings. Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast55

Duration:00:18:40

Podcast52: Social Security Options for Divorced Women

5/12/2021
Gregory walks through the Social Security rules for ex spouse benefits, and answers questions about how to get the best benefit from various scenarios. Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast52

Duration:00:28:18

Podcast53: HELP! How Do I Handle Inherited Assets?

5/12/2021
Gregory walks you through the process of inheriting assets. Cash, land, stocks, metals... how do the taxes work? How do I grow it safely? How do I turn this into income? Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast53

Duration:00:18:44

Podcast51: What happens when your Financial Advisor goes away?

4/13/2021
What if your financial advisor retires or just disappears? What should you do when looking for new help. Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast51

Duration:00:14:16

Podcast50: How do you track down a safety deposit box?

4/9/2021
How do you track down an abandoned safety deposit box? What are the rules in place if it has been abandoned or if it's original owners are deceased? Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast50

Duration:00:16:00

Podcast49: Why does the Windfall Elimination Provision Exist?

4/9/2021
Gregory explains what the Windfall Elimination Provision is and why the law was crafted in this Ask Gregory podcast episode. Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast49

Duration:00:19:03

Podcast46: 401k Rollover Mistakes

2/25/2021
What are the most common 401k rollover mistakes to avoid? Need 401k help? We have a complimentary download just for you! Get your copy today on the episode page www.gregoryricks.com/podcast46

Duration:00:37:46

Podcast47: Is Social Security going away?

2/25/2021
We hear that question a lot. Is Social Security really going away? In this episode, Gregory gives his thoughts on the subject. Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast47

Duration:00:12:10

Podcast48: What are the asset gifting rules for inheritance?

2/25/2021
Listen to a few different scenarios where people are trying to gift assets to their children. Find out what the gifting limits are for inheritance. What will the tax implications look like? Enjoy a complimentary download to go with this episode on the episode page www.gregoryricks.com/podcast48

Duration:00:26:46

Podcast44: Reasons to convert to a Roth

2/4/2021
Learn how Roth IRAs can save you on taxes in retirement. Complimentary download to go with this episode: Tax Strategies for Retirement

Duration:00:26:12

Podcast45: Social Security Survivor Benefits

2/4/2021
When someone close to you passes away, knowing these Social Security rules can help. Learn more about Social Security benefits with this complimentary guide: Social Security Decisions Guide

Duration:00:32:40

Podcast43: Should you start Social Security early?

1/22/2021
Gregory explains how turning on Social Security before you full retirement age affects you benefit size and spousal options. If you're turning it on early while still working, you may not like the income clawback. However, there are scenarios when turning on Social Security early makes sense. Hear Gregory walk a few callers through their early Social Security scenarios. Complimentary download for you: Social Security Benefits links mentioned in this episode:...

Duration:00:29:20

Podcast42: Before you buy your next car.

1/21/2021
Gregory has a strong history with buying and selling cars, and shares some tips he has picked up along the way to help you with the right deal. being a financial guy AND a car guy, car dealing is right up Gregory's alley. Links mentioned in this episode Edmunds.com Kelley Blue Book: KBB.com Find your complimentary download on the episode webpage: www.gregoryricks.com/podcast42

Duration:00:19:25

Podcast41: Reilly's Laws of Tax Planning

1/7/2021
Before you get too creative with your new idea to save money on taxes, learn these rules of the road for when your tax planning is going off course. Get your complimentary download to go with this episode at http://gregoryricks.com/podcast41 Links mentioned in this episode https://gregoryricks.com/reillys-laws-of-tax-planning/ Gregory mentions the IRS Listed Transactions: https://www.irs.gov/businesses/corporations/listed-transactions

Duration:00:18:01

Podcast36: What are the rules for 403b savings plans?

12/17/2020
If you have a 403b at your new job, how do you set it up? What could you do with the money in a 403b plan from a previous employer? Get your complimentary download to go with this episode at http://gregoryricks.com/podcast36

Duration:00:18:57

Podcast37: Financial questions you should ask before you get married.

12/17/2020
There's some crucial questions you need to ask your potential new spouse before you make it official. You may weaken your credit, drown in debt, or hurt your Social Security options. Get your complimentary download to go with this episode at http://gregoryricks.com/podcast37

Duration:00:17:12

Podcast38: Social Security tips for Mom and Pop businesses

12/17/2020
How can a small business owner plan for Social Security? Paying too little into Social Security taxes could leave you with an anemic retirement benefit. Paying too much in taxes doesn't make much sense, either. Get your complimentary download to go with this episode at http://gregoryricks.com/podcast38

Duration:00:21:03

Podcast39: Windfall Elimination Provision workaround tips

12/17/2020
Yes, there CAN be a work-around to avoid getting hit by the Windfall Elimination Provision. Gregory explains the Social Security rules you need to get your full retirement benefit, AND a pension. What are "substantial earnings?" Get your complimentary download to go with this episode at http://gregoryricks.com/podcast39

Duration:00:26:33

Podcast40: Where can I get help regarding my DROP plan?

12/17/2020
What can you do with a Deferred Retirement Option Plan once you retire? Can you roll over DROP money into an IRA? Get your complimentary download to go with this episode at http://gregoryricks.com/podcast40

Duration:00:15:41