Ask Gregory: Podcast - Income & Retirement Planning

Gregory has a strong history with buying and selling cars, and shares some tips he has picked up along the way to help you with the right deal.  being a financial guy AND a car guy, car dealing is right up Gregory's alley. Links mentioned in this episode Edmunds.com Kelley Blue Book: KBB.com Find your complimentary download on the episode webpage:  www.gregoryricks.com/podcast42 For more epis...

Before you get too creative with your new idea to save money on taxes, learn these rules of the road for when your tax planning is going off course. Get your complimentary download to go with this episode at http://gregoryricks.com/podcast41 Links mentioned in this episode https://gregoryricks.com/reillys-laws-of-tax-planning/  Gregory mentions the IRS Listed Transactions:  https://www.irs.gov/bus...

If you have a 403b at your new job, how do you set it up? What could you do with the money in a 403b plan from a previous employer? Get your complimentary download to go with this episode at http://gregoryricks.com/podcast36   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 Rick...

There's some crucial questions you need to ask your potential new spouse before you make it official. You may weaken your credit, drown in debt, or hurt your Social Security options. Get your complimentary download to go with this episode at http://gregoryricks.com/podcast37 For more episodes like this head over to www.gregoryricks.com/podcast For the latest in financial news, why don't...

How can a small business owner plan for Social Security? Paying too little into Social Security taxes could leave you with an anemic retirement benefit. Paying too much in taxes doesn't make much sense, either. Get your complimentary download to go with this episode at http://gregoryricks.com/podcast38 For more episodes like this head over to www.gregoryricks.com/podcast For the latest in fin...

Yes, there CAN be a work-around to avoid getting hit by the Windfall Elimination Provision. Gregory explains the Social Security rules you need to get your full retirement benefit, AND a pension. What are "substantial earnings?" Get your complimentary download to go with this episode at http://gregoryricks.com/podcast39   For more episodes like this head over to www.gregoryricks.com/podc...

What can you do with a Deferred Retirement Option Plan once you retire? Can you roll over DROP money into an IRA? Get your complimentary download to go with this episode at http://gregoryricks.com/podcast40   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 S...

In this episode we talk about the difference between SSI (Supplemental Security Income) and Social Security disability.  What happens to your SSI benefits when you reach full retirement age and ready to turn Social Security on? Get a complimentary whitepaper to go with this episode on the podcast page: http://gregoryricks.com/podcast34 For more episodes like this head over to www.gregoryricks.com/...

Gregory gives you the Annuity basics!  Find out how the surrender period works and more on this Annuity episode. Get your complimentary download to go with this episode at http://gregoryricks.com/podcast35 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 Satu...

If you have stocks in your company plan, NUA is a rarely used tool to save on taxes. Get a complimentary whitepaper to go with this episode on the podcast page: http://gregoryricks.com/podcast33 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 Mornin...

Gregory explains Stock Slices, and why ETFs could be a better way to accomplish the same goal. Gregory answers a caller's questions about stock slices.  Are they a good way to get some skin in the game when it comes to buying stocks? Take a listen to find out. Be sure to grab your complimentary download after the episode by visiting the episode webpage here: www.gregoryricks.com/podcast31 Hav...

James asks Gregory about asset classes in this episode.  Which one should you avoid? Financial advisors focus on asset class as a way to help investors diversify their portfolio.  Find out what Wealth Advisor and Radio Show Host, Gregory Ricks, thinks about them. Complimentary Download to go with this video: Understanding Market Corrections https://gregoryricks.com/understanding-market-corrections...

Gregory explains how to take that pile of money you have been saving for the past 30 or so years and turn it into a monthly check.  Be sure to visit the episodes webpage to get your complimentary download on the subject. www.gregoryricks.com/podcast30 Have a question for Gregory, let us know at http://askgregoryricks.com/ For more episodes like this head over to www.gregoryricks.com/podcast For th...

Student loan debt is hard enough when it is your own. How do you cover your child's student loans and invest for retirement at the same time? Let's talk. Have a question for Gregory, let us know at http://askgregoryricks.com/ 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 Gre...

Often times, the real number that determines an annuities success isn't it's interest rate, but rather it's fees.  Learn the ABCs of annuities with a complimentary download on this subject at the end of the episode on gregoryricks.com/podcast28 Have a question for Gregory, let us know at http://askgregoryricks.com/ For more episodes like this head over to www.gregoryricks.com/podcas...

How do you know if you are picking a qualified trustee? Gregory explains the importance of having a list of specific question for your trustee. Learn how to pick the right man or woman for the job. Have a question for Gregory, let us know at http://askgregoryricks.com/ For more episodes like this head over to www.gregoryricks.com/podcast For the latest in financial news, why don't you tune in...

Are you collecting a state pension? Will it cut into your social security benefits? Will it affect your spouse?  We cover this ground in this episode of Ask Gregory. https://www.ssa.gov/pubs/EN-05-10045.pdf Have a question for Gregory, let us know at http://askgregoryricks.com/ links mentioned in this episode: ssa.gov/myaccount For more episodes like this head over to www.gregoryricks.com/podcast...

It is becoming far more common for someone to be looking for a new career later in life.  Technology is changing, jobs are becoming obsolete, some just need to make more money.  Is this you? Listen in to this episode. links mentioned in this episode: https://flatironschool.com/ For more episodes like this head over to www.gregoryricks.com/podcast For the latest in financial news, why don't yo...

People are paying reoccurring expenses for their adult children.  How do you help without destroying your own 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 FM Biloxi - WB...

Have you signed up for your Social Security account? Let's talk about the importance of doing so and doing it NOW.  Do this before hackers can get to your account and Check in to be sure your annual contributions are being properly credited.  Gregory explains in this episode. For more episodes like this head over to www.gregoryricks.com/podcast For the latest in financial news, why don't...

In this episode we cover the topic of dividends.  How do they work, will they affect social security benefits, are your savings better fitted for dividend stock? Find out about dividends and more. 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 Morn...

In this Ask Gregory episode, Gregory and James run through the profiles of the average scam victim.  Do you fit the profile?  Money scams, social security scams, credit scams and others have been on the rise.  Learn what to look for so you don't fall for the latest ones. For more episodes like this head over to www.gregoryricks.com/podcast For the latest in financial news, why don't you...

So you're a millionaire. Doesn't matter how you got there....earned it, inherited it, won it?  Take a listen to this podcast episode with Gregory Ricks. 700,000 millionaires were added in 2017...invest-able assets (not including your home) THAT should be YOUR goal. Learn more at gregoryricks.com For more episodes like this head over to www.gregoryricks.com/podcast For the latest in finan...

What are the best ways to manage credit card debt? Gregory addresses where to start.  Take a listen to this podcast and find out how Gregory answers the callers questions about their financial situation. Need financial guidance yourself? Give Gregory a call at 504-832-9200 to schedule a phone call or visit. gregoryricks.com   Link talked about in this episode:  https://zilchworks.com/ For more epi...

When is an annuity the right tool to use for you? Gregory and James go over what an annuity is along with the pros and cons.  Is an annuity right for you? 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 - W...