Ask Gregory: Podcast - Income & Retirement Planning

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 Ta...

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 Mornin...

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...

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...

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...

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 lat...

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/podca...

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 "...

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 T...

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 ...

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 Morning...

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 Morn...

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.jheathc...

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 Morni...

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:

• WRN...

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

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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/podcas...

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...

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...