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

June 30, 2025 23 mins

Buying a home is exciting—until the surprises start. In this episode, Gregory Ricks and mortgage professional Dwayne Stein of Mortgage Gumbo answer a caller’s question and walk through what happens when post-purchase problems pop up, why your rate isn’t the whole story, and how to avoid costly mistakes.

For more episodes like this head over to www.gregoryricks.com/podcast

For the latest in financial news, why don't you...

Mark as Played

Losing a loved one is emotionally devastating—but it can also create unexpected financial turmoil. In this episode, Gregory Ricks shares eye-opening statistics, personal stories, and practical steps to help you prepare for the financial aftermath of a death in the family. From funeral costs to lost income, estate planning to surviving spouse concerns, we cover what you need to know before a crisis hits. Whether you're 30 or re...

Mark as Played

In this episode of the Ask Gregory Podcast, Gregory answers a listener’s question about working past retirement age and how that affects Social Security benefits. Later in the episode, Wealth Advisor Brandon Blanchard and Gregory discuss how a team-based advisory approach may benefit clients long-term. They also break down Qualified Charitable Distributions (QCDs), required minimum distributions (RMDs), and the power of reaching th...

Mark as Played

Gregory Ricks takes a close look at the Social Security Fairness Act and what its recent passage means for both government employees and the future of Social Security itself. Using real-world examples, he breaks down why repealing the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) could lead to unintended — and unfair — financial consequences for American taxpayers. Gregory also shares insights from Harvar...

Mark as Played

Feeling stuck or overwhelmed by your finances? You’re not alone—and you’re not out of options. In this episode of Ask Gregory, Gregory Ricks helps you reconnect with your financial goals by making them personal, achievable, and even enjoyable. From shifting your mindset about emergency funds (hello, “reserve accounts”) to choosing the best debt payoff strategy, Gregory lays out realistic, motivating steps anyone can take and ways t...

Mark as Played

Download our free whitepaper:
gregoryricks.com/podcast112

Many of us know we should be having important financial and life planning discussions with our family members, but often avoid these tough conversations. In this podcast, financial advisor Gregory Ricks shares why it's crucial to have open dialogues about topics like estate planning, retirement readiness, long-term care, and passing on wealth - even when ...

Mark as Played

Are you approaching or already in retirement? Join us for this informative podcast as we explore practical strategies to help you manage your finances and secure your financial future. We'll cover topics such as maximizing your Social Security benefits and understanding tax implications, effective debt management and building an emergency fund, smart investment approaches to help grow your retirement savings, navigating health...

Mark as Played

In this episode, host and financial advisor Gregory Ricks and CPA Jude Heath dive deep into the complex world of entity registrations and charitable giving options. They discuss the new FinCEN beneficial ownership reporting requirements, including deadlines and penalties for non-compliance. The conversation also covers the intricacies of setting up charitable trusts and family foundations, highlighting the administrative challenges...

Mark as Played

As you approach retirement, have you given much thought to your estate planning? If not, this podcast episode is a must-listen! Join us as Gregory sits down with Wes Blanchard, a leading estate planning attorney, to discuss the importance of getting your affairs in order before it's too late.

Wes shares real-life stories that highlight the dangers of procrastination and the consequences it can have on you and your lov...

Mark as Played

 In this episode of "Ask Gregory" host Gregory Ricks and guest Wes Blanchard, Estate Planning Attorney, dive deep into the evolving landscape of auto insurance and essential coverage strategies. They discuss rising premiums, the importance of uninsured and underinsured motorist protection, and ways to safeguard your assets. Together, they tackle common misconceptions about insurance claims, explore the value of umbrella c...

Mark as Played

In this episode of "Ask Gregory," we dive into essential financial strategies with special guest Jude Heath from J Heath & Company, CPA. Jude shares insights on managing your taxes, the impact of recent IRS changes, and the importance of proper tax preparation. We discuss the growing trend of remote clients, especially from California, and the new beneficial ownership interest rules. Jude also provides valuable tips o...

Mark as Played

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 more episodes like this head over to www.gregoryricks.com/podcast

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

Mark as Played

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 more episodes like this head over to www.gregoryricks.com/podcast

For the latest in financial news, why don't you tune into "...

Mark as Played

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 more episodes like this head over to www.gregoryricks.com/podcast

For the latest in financial news, why don't you tune into "...

Mark as Played

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 more epis...

Mark as Played

A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast102

For more episodes like this head over to www.gregoryricks.com/podcast

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 10...
Mark as Played
October 27, 2022 17 mins

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 more episodes like this head over to www.gregoryricks.com/podcast

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

Mark as Played

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 more episodes like this head over to www.gregoryricks.com/podcast

For the latest in financial news, why don't you t...

Mark as Played

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 Grego...

Mark as Played

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 t...

Mark as Played

Popular Podcasts

    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.

    24/7 News: The Latest

    The latest news in 4 minutes updated every hour, every day.

    The Joe Rogan Experience

    The official podcast of comedian Joe Rogan.

    The Clay Travis and Buck Sexton Show

    The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.

    On Purpose with Jay Shetty

    I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!

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

Connect

© 2025 iHeartMedia, Inc.