Ask Gregory: Podcast - Income & Retirement Planning artwork

Ask Gregory: Podcast - Income & Retirement Planning

117 episodes - English - Latest episode: 6 months ago -

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

Investing Business Education gregory ricks ask gregory winning at life retirement investment planning financial education money management financial advice 401k stock market
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Episodes

Podcast 106: Planning for Life's Inevitabilities: Social Security and Loss

November 06, 2023 16:00 - 17 minutes - 12.4 MB

Join Gregory Ricks as he discusses the intricate details of Social Security benefits when a loved one dies. Learn how to handle the final check and more.  Complimentary Download: www.gregoryricks.com/podcast106 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New Orleans - WRNO-News Talk 99.5 FM Biloxi- WBUV - News Talk 104.9 FM OR watch on YouTube LIVE on our YouTube page Winning at Life ...

Podcast 105: Legacy Matters: Making Wills and Trusts Work for You

October 23, 2023 16:00 - 30 minutes - 21 MB

Estate planning can be a complex topic, but it's crucial for anyone looking to protect their financial legacy. In this episode, Gregory Ricks and Wes Blanchard simplify the process of wills, trusts, and probate, making it easier to understand and act upon for your financial future.  For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New Orleans - WRNO-News Talk 99.5 FM Biloxi- WBUV - News Talk ...

Podcast 104: The Homebuyer's Guide: Unmasking Real Estate Myths

September 05, 2023 20:00 - 20 minutes - 14 MB

Join Gregory Ricks and Dwayne Stein as they uncover the truth behind common real estate myths, share valuable financial insights, and discuss the crucial role of roofs and insurance premiums in your home buying journey. Get ready to make informed decisions in today's housing market. For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New Orleans - WRNO-News Talk 99.5 FM Biloxi- WBUV - News Talk ...

Podcast 103: The Biggest Little Farm: A Financial Movie with Lessons for Investors

July 10, 2023 16:00 - 24 minutes - 16.7 MB

Join Gregory Rick's as he explores the financial lessons hidden within the movie "The Biggest Little Farm" and the innovative approach of "Moneyball." Discover ways data-driven strategies and tactical asset allocation can help enhance your investment portfolio. A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast103 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mor...

Podcast 103: Why You Shouldn't Be Worrying about ESGs

December 01, 2022 10:00 - 11 minutes - 7.89 MB

 With the news surrounding ESGs and how those regulatory divides could pose some challenges, diversification is key! In this episode of Ask Gregory, Gregory talks through how ESGs could affect the market and what moves he makes to ensure that he is always working in the best interests of our clients. A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast103 For the latest in financial news, why don't you tune into "Winning at Life ...

Podcast 102: Can Assuming a VA Loan Be a Smart Move for Veterans?

November 17, 2022 11:00 - 11 minutes - 7.97 MB

A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast102 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New Orleans - WRNO-News Talk 99.5 FM Biloxi- WBUV - News Talk 104.9 FM OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks! If you have any questions or are looking for some financial advice? Schedu...

Podcast 101: The Art of the Negotiation

October 27, 2022 10:00 - 17 minutes - 12.1 MB

On this episode of Ask Gregory, Gregory takes a step back from the financial talk to bring you the art of negotiation!  A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast101 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New Orleans - WRNO-News Talk 99.5 FM Biloxi- WBUV - News Talk 104.9 FM OR watch on YouTube LIVE on our You...

Podcast 101: The Art of the Negotiation

October 27, 2022 10:00 - 17 minutes - 12.1 MB

On this episode of Ask Gregory, Gregory takes a step back from the financial talk to bring you the art of negotiation!  A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast101 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New Orleans - WRNO-News Talk 99.5 FM @ 10 am Biloxi- WBUV - News Talk 104.9 FM @ 10 am Baton Rouge - WBRP-...

Podcast 100: How Do You Prepare Your Portfolio for What's Coming?

September 29, 2022 10:00 - 12 minutes - 8.76 MB

Check out the latest episode of Ask Gregory where Gregory discusses how you can set yourself up for success in regards to the Federal Reserve's recent interest rate hikes. A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast100 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New Orleans - WRNO-News Talk 99.5 FM Biloxi- WBUV - News...

Podcast 99: What's the Impact of President Biden's Student Loan Forgiveness?

September 22, 2022 10:00 - 19 minutes - 13.4 MB

On today’s episode of Ask Gregory Podcast, Gregory discusses the impact of President Biden's Student Loan Forgiveness Plan and what implications this may have for borrowing money in the future.  A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast99 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on: WRNO-News Talk 99.5 FM New Orleans -- 10 am - 1 pm  WBU...

Podcast 98: Are You Aware of New IRS Changes that Could Affect Your IRA?

September 15, 2022 10:00 - 19 minutes - 13.3 MB

With changes coming to how the IRS deals with IRAs once the owner of that account passes, it's important to plan where your money is going to go. In this episode of Ask Gregory, Gregory and Jude Heath discuss different strategies to ensure that your IRA money works for you and your heirs. A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast98 For the latest in financial news, why don't you tune into "Winning at Life with Gregory...

Podcast 97: What Can I Do with My Portfolio to help Beat Inflation?

September 08, 2022 10:00 - 11 minutes - 8.24 MB

Does this current market make investing look scary? Join us for this episode of Ask Gregory where Gregory and Brandon Blanchard share some tips on how to adjust your portfolio in such a way to help mitigate the effects of inflation. A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast97 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on: WRNO-News Talk 99....

Podcast 96: Can Backdoor Roth Conversions Help to Create Tax-free Income?

August 25, 2022 10:00 - 15 minutes - 10.6 MB

When creating a retirement plan there are a lot of factors to consider, but have you heard about how converting your traditional IRA into a Roth IRA has the possibility of creating tax-free income in the future? Joining Gregory to discuss this topic is Jude Heath of J Heath & Co CPAs A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast96 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Rick...

Podcast 95: How are Rising Interest Rates Affecting the Housing Market?

August 18, 2022 10:00 - 15 minutes - 10.5 MB

With all of this market volatility, how is the housing market affected? Joining Gregory on this episode of the podcast is Dwayne Stein, host of Mortage Gumbo and together they will discuss the effects of inflation on the real estate market and some best practices to utilize if you are looking to buy a home soon. A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast95 For the latest in financial news, why don't you tune into "Winn...

Podcast 94: Is the US Economy on the Verge of a Recession?

August 11, 2022 10:00 - 12 minutes - 8.31 MB

With inflation, rising interest rates, and historic market volatility do we need to be worried about the possibility of a recession? In this episode, Gregory and Dwayne Stein discuss if a recession is a possibility in this economy. A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast94 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on: WRNO-News Talk 99.5...

Podcast 93: Can I Claim My Ex-Spouse's Social Security Benefits?

August 04, 2022 10:00 - 11 minutes - 8.1 MB

In this episode of Ask Gregory, Gregory is going to discuss how you can qualify to claim your ex-spouse's social security benefits. A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast93 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on: WRNO-News Talk 99.5 FM New Orleans -- 10 am - 1 pm  WBUV-News Talk 104.9 FM  Biloxi -- 10 am - 1 pm WBRP-107.3 FM Bato...

Podcast 92: Can Utilizing the Step-up Basis Save Your Heir's Tax Dollars?

July 28, 2022 10:00 - 11 minutes - 8.19 MB

There are a few tips and tricks that people utilize in the tax code, but do you know how the step-up basis could save your beneficiaries tax dollars? In this week's podcast, Gregory explains what the step-up basis is and how utilizing it may save your heir's tax dollars in the future. A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast92 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ric...

Podcast 91: Do I Need to Have a Will in Place?

July 21, 2022 10:00 - 10 minutes - 7.05 MB

In this week's podcast, Gregory talks about the importance of creating a will to ensure your wishes are being taken into consideration when you have passed on.  A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast91 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on: WRNO-News Talk 99.5 FM New Orleans -- 10 am - 1 pm  WBUV-News Talk 104.9 FM  Biloxi -- 10...

Podcast 90: How to Prepare for Major Changes in the Tax Law

July 14, 2022 10:00 - 21 minutes - 14.5 MB

In this week's podcast, Gregory discusses important changes to the tax law and different measures you could take that may help reduce your tax burden in retirement. A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast90 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on: WRNO-News Talk 99.5 FM New Orleans -- 10 am - 1 pm  WBUV-News Talk 104.9 FM  Biloxi --...

Podcast 89: Can I Buy Extra I-bonds with Leftover Money from My Tax Returns?

July 07, 2022 10:00 - 17 minutes - 11.9 MB

In this week's podcast, Gregory is joined by Jude Heath of J. Heath & Co. where they answer Richard's question from the Winning at Life Hotline, " Can I buy extra I-bonds with leftover money from my tax returns?" A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast89 For more information about Jude Heath Visit: https://www.jheathcpa.com/ For more information regarding I-bonds please visit: https://www.treasurydirect.gov/ For th...

Podcast 89: Can I Buy Extra I-bonds with Leftover Money from My Tax Returns?

July 07, 2022 10:00 - 17 minutes - 11.9 MB

In this week's podcast, Gregory is joined by Jude Heath of J. Heath & Co. where they answer Richard's question from the Winning at Life Hotline, " Can I buy extra I-bonds with leftover money from my tax returns?" A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast89 For more information about Jude Heath Visit: https://www.jheathcpa.com/ For more information regarding I-bonds please visit: https://www.treasurydirect.gov/ For th...

Podcast 88: Concerned How the Current Market May Affect Your Investments?

June 30, 2022 12:00 - 14 minutes - 10.1 MB

In this week's podcast, Gregory discusses how we utilize our GRA Process to ensure that we are always working in your best interests, especially in a down market. A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast88 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on: WRNO-News Talk 99.5 FM New Orleans -- 10 am - 1 pm  WBUV-News Talk 104.9 FM  Biloxi -- ...

Podcast 88: Concerned How the Current Market May Affect Your Investments?

June 30, 2022 12:00 - 14 minutes - 10.1 MB

In this week's podcast, Gregory discusses how we utilize our GRA Process to ensure that we are always working in your best interests, especially in a down market. A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast88 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on: WRNO-News Talk 99.5 FM New Orleans -- 10 am - 1 pm  WBUV-News Talk 104.9 FM  Biloxi -- ...

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

June 23, 2022 05:00 - 18 minutes - 12.5 MB

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: WRNO-News Talk 99.5 FM New Orleans -- 10 am - 1 pm  WBUV-News Talk 104.9 FM  Biloxi -- 10 am - 1 pm WBRP...

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

June 23, 2022 05:00 - 18 minutes - 12.5 MB

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: WRNO-News Talk 99.5 FM New Orleans -- 10 am - 1 pm  WBUV-News Talk 104.9 FM  Biloxi -- 10 am - 1 pm WBRP...

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

June 16, 2022 09:00 - 14 minutes - 10.1 MB

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 on: W...

Podcast 85: Who Should Consider Roth Conversions?

June 09, 2022 15:00 - 15 minutes - 10.9 MB

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 ...

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

June 02, 2022 12:00 - 13 minutes - 8.97 MB

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: WRNO-News Talk 99.5 FM New Orleans -- 10 am - 1 pm  WBUV-News Talk 104.9 FM  Biloxi -- 10 am - 1 pm WBRP-107.3 FM ...

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

May 26, 2022 12:00 - 13 minutes - 9.05 MB

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: WRNO-News Talk 99.5 FM New Orleans -- 10 am - 1 pm  WBUV...

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

May 19, 2022 12:00 - 13 minutes - 9.62 MB

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: WRNO-News Ta...

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

May 12, 2022 12:00 - 11 minutes - 7.83 MB

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 R...

Podcast 80: How Will Rising Interest Rates Affect Investors?

May 05, 2022 12:00 - 12 minutes - 8.37 MB

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: WRNO-News Talk 99.5 FM New Orleans -...

Podcast 79: How Will Inflation Affect Your Retirement Plan?

April 28, 2022 18:00 - 11 minutes - 7.86 MB

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 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New Orleans - WRNO-News Talk 99.5 FM Biloxi- WBUV - News Talk 104.9 ...

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

April 21, 2022 05:00 - 20 minutes - 13.9 MB

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 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New...

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

April 14, 2022 13:00 - 18 minutes - 12.8 MB

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 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1...

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

April 07, 2022 14:00 - 10 minutes - 7.48 MB

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 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Sat...

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

March 28, 2022 05:00 - 11 minutes - 7.88 MB

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 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New Orleans - WRNO-News Talk 99.5 FM Biloxi- WBU...

Podcast72: A Warning on Using Trusts to Get Medicaid

October 13, 2021 18:00 - 17 minutes - 12.4 MB

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 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New Orleans - WRNO-News Talk 99.5 FM Bilo...

Podcast73: The Greatest Financial Quotes of All Time

October 13, 2021 18:00 - 15 minutes - 10.7 MB

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 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New Orleans - WRNO-News Talk 99.5 FM Biloxi- WBUV - News Talk 104.9 FM OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks! If...

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

October 13, 2021 18:00 - 15 minutes - 10.7 MB

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 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New ...

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

September 16, 2021 19:00 - 15 minutes - 10.3 MB

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 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New Orleans - WRNO-News Talk 99.5 FM Biloxi- WBUV - News Talk 104.9 FM OR watch on YouTube LIVE on our YouTube page ...

Podcast70: Getting Long Term Care Help from Medicaid

August 27, 2021 16:00 - 26 minutes - 18.4 MB

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 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New Orleans - WRNO-News Talk 99.5 FM Biloxi- WBUV - News Talk 104.9 FM OR watch on YouTube LIVE on ...

Podcast69: 4 Secrets to Beating the Average Investor

August 26, 2021 18:00 - 16 minutes - 11.4 MB

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 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New Orleans - WRNO-News Talk 99.5 FM Biloxi- WBUV - News Talk 104.9 FM OR watch on YouTube LIVE on our YouTube page Winning at ...

Podcast68: Sources of Income in Retirement

August 25, 2021 19:00 - 10 minutes - 6.95 MB

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 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New Orleans - WRNO-News Talk 99.5 FM Biloxi- WBUV - News Talk 104.9 FM OR watc...

Podcast67: What is a Roth Forever Clock?

August 24, 2021 19:00 - 19 minutes - 13.4 MB

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 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New Orleans - WRNO-News Talk 99.5 FM Biloxi- WBUV - News Ta...

Podcast66: Common Social Security Mistakes Women Make

August 23, 2021 19:00 - 24 minutes - 17.2 MB

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 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New Orleans - WRNO-News Talk 99.5 FM Biloxi- WBUV - News Talk 104.9 FM OR watch on YouTube...

Podcast65: What Do You Do With a Billion Dollars?

August 23, 2021 18:00 - 25 minutes - 17.7 MB

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 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New Orleans - WRNO-News Talk 99.5 FM Biloxi- WBUV - News Talk 104.9...

Podcast64: Selling a Second Home

August 04, 2021 23:00 - 15 minutes - 10.5 MB

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 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New Orleans - WRNO-News Talk 99.5 FM Biloxi- WBUV - News Talk 104.9 FM OR watch...

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

August 04, 2021 19:00 - 11 minutes - 8.18 MB

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 For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New Orleans - WRNO-News Talk 99.5 FM Biloxi- WBUV - News Talk 104.9 FM OR ...