Ask Gregory: Podcast - Income & Retirement Planning

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.co...

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 o...

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 " LI...

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: ht...

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 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 Morni...

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 For the latest in financial...

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.gregoryrick...

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:...

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 a...

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, w...

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.grego...

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...

Join us this week as Gregory Ricks and Brandon Bergeron 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 For more episodes like this head over to www.gregoryricks.com/podcast For the latest in financial news, why don't you...

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 For more episodes like this head over to www.grego...

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 For more episodes like this head ove...

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 For more epi...

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 For more episodes like this head over to www.gregoryricks.com/podcast For the latest in financial news,...

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 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...

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 For more episodes like this head over to www.gregoryricks.com/podcast For the latest in fin...

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 For more episodes like this head over to www....

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 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...

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 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...

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 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 " LI...

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 For more episodes like this head over to www.gregoryricks.com/podcast For the latest in financial news, why don't you tune in...