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 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

Episodes

April 13, 2021 14 min

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

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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

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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

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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

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February 25, 2021 12 min

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

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February 25, 2021 37 min

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

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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

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February 4, 2021 26 min

Learn how Roth IRAs can save you on taxes in retirement.

Complimentary download to go with this episode:
Tax Strategies for Retirement

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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

li...

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January 21, 2021 19 min

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

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Before you get too creative with your new idea to save money on taxes, learn these rules of the road for when your tax planning is going off course. Get your complimentary download to go with this episode at http://gregoryricks.com/podcast41

Links mentioned in this episode
https://gregoryricks.com/reillys-laws-of-tax-planning/ 


Gregory mentions the IRS Listed Transactions: 
https://www.irs.gov/businesses/corporations/listed-transaction...

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There's some crucial questions you need to ask your potential new spouse before you make it official. You may weaken your credit, drown in debt, or hurt your Social Security options. Get your complimentary download to go with this episode at http://gregoryricks.com/podcast37

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What can you do with a Deferred Retirement Option Plan once you retire? Can you roll over DROP money into an IRA? Get your complimentary download to go with this episode at http://gregoryricks.com/podcast40 

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If you have a 403b at your new job, how do you set it up? What could you do with the money in a 403b plan from a previous employer? Get your complimentary download to go with this episode at http://gregoryricks.com/podcast36 

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Yes, there CAN be a work-around to avoid getting hit by the Windfall Elimination Provision. Gregory explains the Social Security rules you need to get your full retirement benefit, AND a pension. What are "substantial earnings?" Get your complimentary download to go with this episode at http://gregoryricks.com/podcast39 

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How can a small business owner plan for Social Security? Paying too little into Social Security taxes could leave you with an anemic retirement benefit. Paying too much in taxes doesn't make much sense, either. Get your complimentary download to go with this episode at http://gregoryricks.com/podcast38

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In this episode we talk about the difference between SSI (Supplemental Security Income) and Social Security disability.  What happens to your SSI benefits when you reach full retirement age and ready to turn Social Security on?

Get a complimentary whitepaper to go with this episode on the podcast page: http://gregoryricks.com/podcast34


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Gregory gives you the Annuity basics!  Find out how the surrender period works and more on this Annuity episode.

Get your complimentary download to go with this episode at
http://gregoryricks.com/podcast35

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October 22, 2020 16 min

Gregory explains Stock Slices, and why ETFs could be a better way to accomplish the same goal.

Gregory answers a caller's questions about stock slices.  Are they a good way to get some skin in the game when it comes to buying stocks? Take a listen to find out. Be sure to grab your complimentary download after the episode by visiting the episode webpage here: www.gregoryricks.com/podcast31

Have a question for Gregory, let us know...

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James asks Gregory about asset classes in this episode.  Which one should you avoid? Financial advisors focus on asset class as a way to help investors diversify their portfolio.  Find out what Wealth Advisor and Radio Show Host, Gregory Ricks, thinks about them.

Complimentary Download to go with this video:
Understanding Market Corrections
https://gregoryricks.com/understanding-market-corrections/

If you have any questions or are look...

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