Ask Gregory: Podcast - Income & Retirement Planning

Ask Gregory: Podcast - Income & Retirement Planning

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

Episodes

May 19, 2022 13 min

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 "Winnin...

Share
Mark as Played

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 financ...

Share
Mark as Played

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...

Share
Mark as Played

Join us this week as Gregory Ricks and Brandon Michael 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

Share
Mark as Played

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

Share
Mark as Played

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

Share
Mark as Played

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

Share
Mark as Played

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

Share
Mark as Played

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

Share
Mark as Played

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

Share
Mark as Played

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

Share
Mark as Played

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

Share
Mark as Played

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


Share
Mark as Played

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

Share
Mark as Played

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

Share
Mark as Played

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

Share
Mark as Played

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


Share
Mark as Played

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



Share
Mark as Played

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

Share
Mark as Played
August 4, 2021 15 min

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

Share
Mark as Played

Popular Podcasts

    Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.

    Crime Junkie

    If you can never get enough true crime... Congratulations, you’ve found your people.

    Morbid: A True Crime Podcast

    It’s a lighthearted nightmare in here, weirdos! Morbid is a true crime, creepy history and all things spooky podcast hosted by an autopsy technician and a hairstylist. Join us for a heavy dose of research with a dash of comedy thrown in for flavor.

    Stuff You Should Know

    If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks then look no further. Josh and Chuck have you covered.

    Sympathy Pains

    Hosted by Laura Beil (Dr. Death, Bad Batch), Sympathy Pains is a six-part series from Neon Hum Media and iHeartRadio. For 20 years, Sarah Delashmit told people around her that she had cancer, muscular dystrophy, and other illnesses. She used a wheelchair and posted selfies from a hospital bed. She told friends and coworkers she was trapped in abusive relationships, or that she was the mother of children who had died. It was all a con. Sympathy was both her great need and her powerful weapon. But unlike most scams, she didn’t want people’s money. She was after something far more valuable.

Advertise With Us

For You

    Music, radio and podcasts, all free. Listen online or download the iHeart App.

    Connect

    © 2022 iHeartMedia, Inc.