Ask Gregory: Podcast - Income & Retirement Planning

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...

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...

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...

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...

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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 ...

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...

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...

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...

 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...

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...

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. 

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

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. 

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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.

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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...

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...

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...

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...

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...