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

Podcast61: What Is the Best Way To Pay Off Debt?

7/13/2021
Episode 61 is all about debt. What is the best way to pay off a credit card? If you have a few different debts, which one do you pay off first? Take a listen to this Ask Gregory podcast. Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast61

Duration:00:13:25

Podcast60: Selling a Rental Property and Tax Concerns

7/13/2021
Find out what you need to know about taxes before you sell your rental property. Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast60

Duration:00:15:24

Podcast58: Is It Time You Exit Stocks?

7/7/2021
How do you know when to get out of the stock market? Gregory explains the mix of economic conditions, your age, and other considerations. Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast58

Duration:00:15:27

Podcast59: Before You Start Social Security, You Must Answer These 4 Questions

7/7/2021
As you get closer to qualifying for Social Security, Gregory shows you 4 questions you need to have answered before you know when is the right time to turn it on. Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast59

Duration:00:11:04

Podcast57: What Are Retirement Options for Teachers?

7/6/2021
Hear Gregory walk two teachers through the process of choosing the right retirement options, and how to set it up properly. Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast57

Duration:00:18:58

Podcast56: Exposing 529 Plan Loopholes

7/6/2021
529 Plans are a tax favored savings originally intended for college, but has been expanded and loosened in ways that sweeten the deal even more. Learn these loopholes to the 529 Plan. Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast56

Duration:00:23:02

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