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

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

Podcast68: Sources of Income in Retirement

8/24/2021
Gregory helps you with ideas on sources of income in retirement. Let's go through the list and see if any of these ideas help you out. Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast68

Duration:00:10:03

Podcast66: Common Social Security Mistakes Women Make

8/23/2021
Getting the most out of Social Security has a bigger impact on women, considering they are likely to outlive their spouse. Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast66

Duration:00:24:57

Podcast65: What Do You Do With a Billion Dollars?

8/23/2021
Maybe you won both lotteries at the same time, maybe you inherited it, maybe you earned it. What should you do if you come into a billion dollars? Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast65

Duration:00:25:44

Podcast64: Selling a Second Home

8/4/2021
Learn how the sale of your second home will be taxed when you sell it, and whether or not you should even sell it in the first place. Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast64

Duration:00:15:15

Podcast63: What Do You Do with a 401k Check?

8/4/2021
If you get a check from your old 401k in the mail, what do you do? Gregory walks you through your options, the taxes, and where to put it. Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast63

Duration:00:11:51

Podcast62: How Does Social Security View an Annulled Marriage?

8/4/2021
Learn how Social Security views an annulment. If your marriage is annulled, you might need to fill out a form, or in rare cases have a hearing. Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast62

Duration:00:08:37

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