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

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:

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

Podcast34: What happens to your SSI benefits when you reach Social Security age?

11/3/2020
In this episode we talk about the difference between SSI (Supplemental Security Income) and Social Security disability. What happens to your SSI benefits when you reach full retirement age and ready to turn Social Security on? Get a complimentary whitepaper to go with this episode on the podcast page: http://gregoryricks.com/podcast34

Duration:00:14:48

Podcast35: How does the surrender period on annuities work?

11/3/2020
Gregory gives you the Annuity basics! Find out how the surrender period works and more on this Annuity episode. Get your complimentary download to go with this episode at http://gregoryricks.com/podcast35

Duration:00:21:56

Podcast33: Saving on Taxes with Net Unrealized Appreciation

10/23/2020
If you have stocks in your company plan, NUA is a rarely used tool to save on taxes. Get a complimentary whitepaper to go with this episode on the podcast page: http://gregoryricks.com/podcast33

Duration:00:20:27

Podcast32: Are stock slices a good idea?

10/22/2020
Gregory explains Stock Slices, and why ETFs could be a better way to accomplish the same goal. Gregory answers a caller's questions about stock slices. Are they a good way to get some skin in the game when it comes to buying stocks? Take a listen to find out. Be sure to grab your complimentary download after the episode by visiting the episode webpage here: www.gregoryricks.com/podcast31 Have a question for Gregory, let us know at http://askgregoryricks.com/

Duration:00:16:52

Podcast31: What blacklisted asset classes should I avoid?

10/22/2020
James asks Gregory about asset classes in this episode. Which one should you avoid? Financial advisors focus on asset class as a way to help investors diversify their portfolio. Find out what Wealth Advisor and Radio Show Host, Gregory Ricks, thinks about them. Complimentary Download to go with this video: Understanding Market Corrections https://gregoryricks.com/understanding-market-corrections/ If you have any questions or are looking for some financial advice? Schedule a complimentary...

Duration:00:16:33

Podcast27: Is Student Loan Debt Delaying Your Retirement?

10/5/2020
Student loan debt is hard enough when it is your own. How do you cover your child's student loans and invest for retirement at the same time? Let's talk. Have a question for Gregory, let us know at http://askgregoryricks.com/

Duration:00:20:29

Podcast28: Here is what you need to know about annuity fees

10/5/2020
Often times, the real number that determines an annuities success isn't it's interest rate, but rather it's fees. Learn the ABCs of annuities with a complimentary download on this subject at the end of the episode on gregoryricks.com/podcast28 Have a question for Gregory, let us know at http://askgregoryricks.com/

Duration:00:31:32

Podcast29: What questions should you ask your Trustee

10/5/2020
How do you know if you are picking a qualified trustee? Gregory explains the importance of having a list of specific question for your trustee. Learn how to pick the right man or woman for the job. Have a question for Gregory, let us know at http://askgregoryricks.com/

Duration:00:20:51

Podcast30: How to turn your assets into a monthly check

10/5/2020
Gregory explains how to take that pile of money you have been saving for the past 30 or so years and turn it into a monthly check. Be sure to visit the episodes webpage to get your complimentary download on the subject. www.gregoryricks.com/podcast30 Have a question for Gregory, let us know at http://askgregoryricks.com/

Duration:00:25:56

Podcast26: What is the Windfall Elimination Provision?

9/30/2020
Are you collecting a state pension? Will it cut into your social security benefits? Will it affect your spouse? We cover this ground in this episode of Ask Gregory. https://www.ssa.gov/pubs/EN-05-10045.pdf Have a question for Gregory, let us know at http://askgregoryricks.com/ links mentioned in this episode: ssa.gov/myaccount

Duration:00:15:53

Podcast22: How do Dividends Work?

9/16/2020
In this episode we cover the topic of dividends. How do they work, will they affect social security benefits, are your savings better fitted for dividend stock? Find out about dividends and more.

Duration:00:18:29

Podcast23: Looking for a career late in life

9/16/2020
It is becoming far more common for someone to be looking for a new career later in life. Technology is changing, jobs are becoming obsolete, some just need to make more money. Is this you? Listen in to this episode. links mentioned in this episode: https://flatironschool.com/

Duration:00:12:52