Gregory Ricks

Ask Gregory: Podcast - Income & Retirement Planning

Business EN ↓ 117 episodes

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

Be sure to visit the podcast's website and support the creator: www.gregoryricks.com

Author

Gregory Ricks

Episodes

Podcast67: What is a Roth Forever Clock? 24.08.2021 19:30

How long do you have to leave money in a Roth before you can withdraw it? Gregory explains how once you beat the clock, you're done with the clock forever. Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast67 For more episodes like this head over to www.gregoryricks.com/podcast For the latest in financial news, why d...

Podcast66: Common Social Security Mistakes Women Make 23.08.2021 24:57

Getting the most out of Social Security has a bigger impact on women, considering they are likely to outlive their spouse. Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast66 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...

Podcast65: What Do You Do With a Billion Dollars? 23.08.2021 25:44

Maybe you won both lotteries at the same time, maybe you inherited it, maybe you earned it. What should you do if you come into a billion dollars? Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast65 For more episodes like this head over to www.gregoryricks.com/podcast For the latest in financial news, why don't you...

Podcast64: Selling a Second Home 04.08.2021 15:15

Learn how the sale of your second home will be taxed when you sell it, and whether or not you should even sell it in the first place. Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast64 For more episodes like this head over to www.gregoryricks.com/podcast For the latest in financial news, why don't you tune into &qu...

Podcast63: What Do You Do with a 401k Check? 04.08.2021 11:51

If you get a check from your old 401k in the mail, what do you do? Gregory walks you through your options, the taxes, and where to put it. Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast63 For more episodes like this head over to www.gregoryricks.com/podcast For the latest in financial news, why don't you tune int...

Podcast62: How Does Social Security View an Annulled Marriage? 04.08.2021 8:37

Learn how Social Security views an annulment. If your marriage is annulled, you might need to fill out a form, or in rare cases have a hearing. Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast62 For more episodes like this head over to www.gregoryricks.com/podcast For the latest in financial news, why don't you tun...

Podcast60: Selling a Rental Property and Tax Concerns 13.07.2021 15:24

Find out what you need to know about taxes before you sell your rental property. Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast60 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...

Podcast61: What Is the Best Way To Pay Off Debt? 13.07.2021 13:26

Episode 61 is all about debt. What is the best way to pay off a credit card? If you have a few different debts, which one do you pay off first? Take a listen to this Ask Gregory podcast. Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast61 For more episodes like this head over to www.gregoryricks.com/podcast For the lat...

Podcast58: Is It Time You Exit Stocks? 07.07.2021 15:27

How do you know when to get out of the stock market? Gregory explains the mix of economic conditions, your age, and other considerations. Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast58 For more episodes like this head over to www.gregoryricks.com/podcast For the latest in financial news, why don't you tune into...

Podcast59: Before You Start Social Security, You Must Answer These 4 Questions 07.07.2021 11:05

As you get closer to qualifying for Social Security, Gregory shows you 4 questions you need to have answered before you know when is the right time to turn it on. Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast59 For more episodes like this head over to www.gregoryricks.com/podcast For the latest in financial news, why...

Podcast57: What Are Retirement Options for Teachers? 06.07.2021 18:58

Hear Gregory walk two teachers through the process of choosing the right retirement options, and how to set it up properly. Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast57 For more episodes like this head over to www.gregoryricks.com/podcast For the latest in financial news, why don't you tune into " Winnin...

Podcast56: Exposing 529 Plan Loopholes 06.07.2021 23:02

529 Plans are a tax favored savings originally intended for college, but has been expanded and loosened in ways that sweeten the deal even more. Learn these loopholes to the 529 Plan. Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast56 For more episodes like this head over to www.gregoryricks.com/podcast For the latest i...

Podcast54: What are Cryptos and Are They Considered Currency? 03.06.2021 16:14

In this Ask Gregory Episode, talk about Crytocurrency. Gregory discusses how cryptos are speculation, they are not currencies and they are not investments. Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast54 For more episodes like this head over to www.gregoryricks.com/podcast For the latest in financial news, why don&...

Podcast55: 5 Drawbacks to Only Having a 401k 03.06.2021 18:40

Learn the downsides to having a 401k as your only retirement savings. Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast55 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 M...

Podcast52: Social Security Options for Divorced Women 12.05.2021 28:18

Gregory walks through the Social Security rules for ex spouse benefits, and answers questions about how to get the best benefit from various scenarios. Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast52 For more episodes like this head over to www.gregoryricks.com/podcast For the latest in financial news, why don't...

Podcast53: HELP! How Do I Handle Inherited Assets? 12.05.2021 18:44

Gregory walks you through the process of inheriting assets. Cash, land, stocks, metals... how do the taxes work? How do I grow it safely? How do I turn this into income? Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast53 For more episodes like this head over to www.gregoryricks.com/podcast For the latest in financial ne...

Podcast51: What happens when your Financial Advisor goes away? 13.04.2021 14:16

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 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 Gr...

Podcast50: How do you track down a safety deposit box? 09.04.2021 16:01

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

Podcast49: Why does the Windfall Elimination Provision Exist? 09.04.2021 19:03

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

Podcast46: 401k Rollover Mistakes 25.02.2021 37:46

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 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 Morning...

Podcast47: Is Social Security going away? 25.02.2021 12:10

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

Podcast48: What are the asset gifting rules for inheritance? 25.02.2021 26:46

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

Podcast44: Reasons to convert to a Roth 04.02.2021 26:12

Learn how Roth IRAs can save you on taxes in retirement. Complimentary download to go with this episode: Tax Strategies for Retirement 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 F...

Podcast45: Social Security Survivor Benefits 04.02.2021 32:40

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 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 fr...

Podcast43: Should you start Social Security early? 22.01.2021 29:21

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...