Latest Gregory ricks Podcast Episodes
Podcast 106: Planning for Life's Inevitabilities: Social Security and Loss
Ask Gregory: Podcast - Income & Retirement Planning - November 06, 2023 16:00 - 17 minutesJoin 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 Gre...
Podcast 105: Legacy Matters: Making Wills and Trusts Work for You
Ask Gregory: Podcast - Income & Retirement Planning - October 23, 2023 16:00 - 30 minutesEstate 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 lat...
Podcast 104: The Homebuyer's Guide: Unmasking Real Estate Myths
Ask Gregory: Podcast - Income & Retirement Planning - September 05, 2023 20:00 - 20 minutesJoin 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 lat...
Podcast 103: The Biggest Little Farm: A Financial Movie with Lessons for Investors
Ask Gregory: Podcast - Income & Retirement Planning - July 10, 2023 16:00 - 24 minutesJoin 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 ...
Podcast 103: Why You Shouldn't Be Worrying about ESGs
Ask Gregory: Podcast - Income & Retirement Planning - December 01, 2022 10:00 - 11 minutesWith 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 cli...
Podcast 102: Can Assuming a VA Loan Be a Smart Move for Veterans?
Ask Gregory: Podcast - Income & Retirement Planning - November 17, 2022 11:00 - 11 minutesA 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...
Podcast 101: The Art of the Negotiation
Ask Gregory: Podcast - Income & Retirement Planning - October 27, 2022 10:00 - 17 minutesOn 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...
Podcast 101: The Art of the Negotiation
Ask Gregory: Podcast - Income & Retirement Planning - October 27, 2022 10:00 - 17 minutesOn 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...
Podcast 100: How Do You Prepare Your Portfolio for What's Coming?
Ask Gregory: Podcast - Income & Retirement Planning - September 29, 2022 10:00 - 12 minutesCheck 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 t...
Podcast 99: What's the Impact of President Biden's Student Load Forgiveness?
Ask Gregory: Podcast - Income & Retirement Planning - September 22, 2022 10:00 - 19 minutesFinancial 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 (A...
Podcast 99: What's the Impact of President Biden's Student Loan Forgiveness?
Ask Gregory: Podcast - Income & Retirement Planning - September 22, 2022 10:00 - 19 minutesOn 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.gregoryric...
Podcast 98: Are You Aware of New IRS Changes that Could Affect Your IRA?
Ask Gregory: Podcast - Income & Retirement Planning - September 15, 2022 10:00 - 19 minutesWith 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 co...
Podcast 97: What Can I Do with My Portfolio to help Beat Inflation?
Ask Gregory: Podcast - Income & Retirement Planning - September 08, 2022 10:00 - 11 minutesDoes 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 fou...
Podcast 96: Can Backdoor Roth Conversions Help to Create Tax-free Income?
Ask Gregory: Podcast - Income & Retirement Planning - August 25, 2022 10:00 - 15 minutesWhen 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 complim...
Podcast 95: How are Rising Interest Rates Affecting the Housing Market?
Ask Gregory: Podcast - Income & Retirement Planning - August 18, 2022 10:00 - 15 minutesWith 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...
Podcast 94: Is the US Economy on the Verge of a Recession?
Ask Gregory: Podcast - Income & Retirement Planning - August 11, 2022 10:00 - 12 minutesWith 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 foun...
Podcast 93: Can I Claim My Ex-Spouse's Social Security Benefits?
Ask Gregory: Podcast - Income & Retirement Planning - August 04, 2022 10:00 - 11 minutesIn 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 yo...
Podcast 92: Can Utilizing the Step-up Basis Save Your Heir's Tax Dollars?
Ask Gregory: Podcast - Income & Retirement Planning - July 28, 2022 10:00 - 11 minutesThere 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 compli...
Podcast 91: Do I Need to Have a Will in Place?
Ask Gregory: Podcast - Income & Retirement Planning - July 21, 2022 10:00 - 10 minutesIn 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 i...
Podcast 90: How to Prepare for Major Changes in the Tax Law
Ask Gregory: Podcast - Income & Retirement Planning - July 14, 2022 10:00 - 21 minutesIn 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 lates...
Podcast 89: Can I Buy Extra I-bonds with Leftover Money from My Tax Returns?
Ask Gregory: Podcast - Income & Retirement Planning - July 07, 2022 10:00 - 17 minutesIn 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 pag...
Podcast 89: Can I Buy Extra I-bonds with Leftover Money from My Tax Returns?
Ask Gregory: Podcast - Income & Retirement Planning - July 07, 2022 10:00 - 17 minutesIn 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 pag...
Podcast 88: Concerned How the Current Market May Affect Your Investments?
Ask Gregory: Podcast - Income & Retirement Planning - June 30, 2022 12:00 - 14 minutesIn 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...
Podcast 88: Concerned How the Current Market May Affect Your Investments?
Ask Gregory: Podcast - Income & Retirement Planning - June 30, 2022 12:00 - 14 minutesIn 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...
Podcast 87: The History of the Market and What it Means for Your Wallet NOW
Ask Gregory: Podcast - Income & Retirement Planning - June 23, 2022 05:00 - 18 minutesOn 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...
Podcast 87: The History of the Market and What it Means for Your Wallet NOW
Ask Gregory: Podcast - Income & Retirement Planning - June 23, 2022 05:00 - 18 minutesOn 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...
Podcast 86: What Should I Do If I've Named My IRA Beneficiary a Trust?
Ask Gregory: Podcast - Income & Retirement Planning - June 16, 2022 09:00 - 14 minutesOn 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 e...
Podcast 85: Who Should Consider Roth Conversions?
Ask Gregory: Podcast - Income & Retirement Planning - June 09, 2022 15:00 - 15 minutesShould 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...
Podcast 84: 3 Things to Do that May Raise Your Social Security Checks
Ask Gregory: Podcast - Income & Retirement Planning - June 02, 2022 12:00 - 13 minutesIn 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'...
Podcast 83: Do I Need to Add Venmo Transactions to My Tax Returns?
Ask Gregory: Podcast - Income & Retirement Planning - May 26, 2022 12:00 - 13 minutesIn 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.gregoryrick...
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