Winning at Life with Gregory Ricks

05:15 - Jack Dorsey, CEO of Twitter, only eats one meal per day. We've noticed hyper successful people tend to have unusual daily habits. 13:53 - Gregory has a book he wants to give you to change your thinking about how to save for retirement. 17:06 - Are you saving money the right way? 21:11 - Be careful about mixing pre-tax money in your retirement savings with after-tax contributions. It's ofte...

01:15 - Uber's IPO has been dominating a big chunk of the financial headlines these days. IPOs are generally too risky to recommend for a client, but we certainly get a healthy crop of questions about high-profile IPOs. 04:47 - A somewhat familiar idea resurfaces: How about the IRS does some people's taxes for them? The idea has support on both sides of the aisle, and the it appears to fit Gregory...

01:30 - Gregory reads the tea leaves from the new Fed nominee Stephen Moore interview on Maria Bartiromo's show. 03:05 - If you have unfiled taxes, you will not get a return if it's more than 3 years late. 14:54 - Are more people willing to ditch their house in retirement for an RV? 23:32 - Fixed annuities can be a good solution for the investor who is risk averse. 29:25 - Randoplh in Gretna asks...

1:28 - James is a little too excited about the new self-ordering kiosks at a nearby Taco Bell. Businesses are embracing new technology to help enhance the customer experience, or getting left behind. The self-order process feels less rushed than ordering in person or in the drive through. 12:09 - Are you financially smarter than a teenager? Hear Angie answer an 8 question quiz on financial basics...

01:37 - We review a few proposed rule changes for IRAs, 401ks, and 529s. The changes are aimed at nudging more small businesses and individuals to put away retirement savings, but not all of them are good ideas. 06:10 - When is it OK to buy a second home? Is it too risky to be paying on two mortgages at the same time? Should you wait until your primary residence is paid off? Gregory explains how o...

01:02 - A report says 70% of lottery winners blow through the money in 5 years or less, and the size of the pot doesn't seem to affect the timeline much. Gregory helps people turn their lump sums of cash into income that won't run out. Sometimes it's from a pile of inherited money, the selling of the family business, or a few decades of IRA contributions. 22:53 - Gregory's next live event is comin...

01:01 - The Brexit deal drags on with Theresa May asking for another extension. The UK economy seems to be resistant to the chaos. 05:42 - Mike Tyson sold a house to 50 cent, and 50 cent just sold it for a loss. Real estate deals should meet a number of criteria before you jump into a huge deal like that. 13:27 - Don in Mandeville 24:02 - Several pieces of legislation have been filed to reform ret...

01:11 - The number of Americans showing signs of burnout is at a record high. Gregory shares some of the ways he handles the high demands of a hectic schedule. 11:28 - Mosquito Joe has done an impressive job keeping Gregory's yard bug free. It's nice to not have to bug bites or fool with bug spray anymore. 13:32 - There's 3 things about Social Security people don't commonly know, and they are unha...

01:04 - The next Gregory Ricks Live event is going to be on the Northshore in Madisonville at Keith Young's. It's been a while since Gregory has hosted an event on the Northshore, and it's good to have an office in Mandeville as well. 13:30 - As if Michael Avenatti wasn't already questionable enough, he's been arrested and charged with extorting Nike. 16:17 - No, you probably shouldn't dip into yo...

01:09 - Volvo is making a car that detects if you are drunk, and will take over if you are too wasted to drive safely. 08:30 - Matthew in Metairie asks what happens if Boeing goes bankrupt. Gregory and James agree that's it's highly unlikely the problems with their latest model could bankrupt Boeing. 19:09 - A survey shows Americans are doing better with their retirement savings over the last 5 ye...

02:06 - Federal Reserve Chairman Jerome Powell announces they will not be raising rates, and hints there may be no more rate hikes this year. We're not so sure that's a good sign. The Bond Yield Curve is inverting. We're not so sure that's a bad sign. 06:54 - Gregory has been giving a book away for the last couple months, and someone who read the book came to the office with the ideas he learned....

01:02 - Reverse Mortgage commercials look so shady. There's a reason for that, and Gregory uncovers what the late night commercials won't tell you. Gregory shares the story of a self-employed couple thinking about using a reverse mortgage to make their monthly house payment go away when they wind down their business. 13:33 - Louisiana double-paid some state tax refunds. Around 67,000 tax filers we...

01:51 - Who need tax planning the most? Self-employed, small business owners, those with side jobs, and high-income earners need to have tax planning the most. Gregory stresses that you have to take action to make this happen. Come to Gregory Rick's Lunch and Learn on Tax Planning March 25. 12:07 - Boeing's new 737 Max 8s are grounded, and Gregory compares the evolution of airplanes to the evoluti...

01:27 - The FAA has grounded the new Boeing 737 Max 8 and 9 model planes. In the aftermath of this week's crash in Ethiopia, Boeing lost around $25 billion in market value, and if some of these airlines cancel their orders for future Max 8/9s, Boeing is in real trouble. 13:16 - Federal Reserve Chairman Jerome Powell was on 60 Minutes, and we can't figure out why. The questions were overwhelmingly...

01:26 - We preview the tax topics on the agenda for our guest: Jude Heath CPA of the Total Wealth Authority. How to avoid an audit, the UK is losing billionaires, Sweden is trying to pass a big tax cut, and the State of New York is auditing all wealthy people who move to Florida. Gregory also talks about tax incentives vs rax credits. 13:09 - You may want to be at Gregory's next Wine, Wisdom, and...

01:09 - The next Gregory Ricks Live is March 19, and it's always more popular when the markets are going a little haywire. Reserve your seat for our wine, wisdom, and food experience and find out if you should be working with Gregory Ricks and Associates. 03:17 - While things have been humming along just fine over here in the US, Europe's economic growth is almost at a stand still. It doesn't help...

00:48 - It's Mardi Gras weekend in New Orleans, and the city is in near chaos. Many businesses are closed, roads are blocked off, and there's people in the streets far more than usual. 02:57 - An Isreali-made lunar probe is heading to the moon after being sent into space by a Space X rocket. It's quite a historic leap for private-sector space exploration, and a win for Elon Musk. There's another S...

01:36 - Yesterday was the first Gregory Ricks Live Lunch and Learn focused on the topic of Estate Planning, and it was a packed event with an overflow crowd already signed up for the next Estate Planning event scheduled for next month. Gregory explains how the different parts of Medicare work. 14:34 - The core question for Estate Planning is: if something happens to you, are your affairs going to...

01:04 - In previewing today's guest, Gregory and James talk about how the dip in interest rates on mortgages has created a short term opportunity for those in need of a mortgage for purchasing a home, getting a current mortgage refinanced, or those thinking about a reverse mortgage. 04:28 - The next Gregory Ricks public event is a Lunch and Learn about Estate Planning, and is filled to capacity. G...

01:08 - Healthcare spending accelerates with age, even for those who are relatively healthy. Gregory shares some approached 07:10 - A caller who didn't want to come on the air asks about the retirement investing implications of having a much younger spouse. He's 47, she's 29. What more can she do to save for retirement? Do the rules change when there's a big age spread? 11:23 - Before you get into...

00:45 - A deal was reached to avoid a government shutdown, and Trump declares a national emergency to build his wall. At least the economy won't have to concern itself with another shutdown, but plenty of uncertainty remains. Parker is unhappy about the rampant spending increases being largely ignored by both parties. 12:20 - The number of folks seriously deliquent on their car loans is spiking in...

03:22 - Gregory Ricks is hosting a Lunch and Learn event for those who need some answers when it comes to Estate Planning. Wes Blanchard, the Estate Planning Attorny of the Total Wealth Authority, will be there to lay out some basics, and answer questions from attendees. It will be a smaller event (16 people max) with a box lunch provided. Contact the office for your reservation: 504.832.9200 13:4...

01:22 - There's 3 Gregory Ricks Live events coming up over the next few weeks, including 2 new Lunch and Learn events. One luncheon covers tax planning, and the other will help those with Estate Planning issues. 13:05 - Gregory explains some of the features on the Winning at Life app, including some new additions. 17:35 - Contribution limits on IRAs have increased, allowing you to put away more pr...

01:16 - Almost everyone needs some form of estate planning in case something happens, but who REALLY needs estate planning the most? If you're caring for someone with special needs, or you're in the crosshairs of the Estate Tax, you're probably on the top of the list of people who could use some help. However, the most urgent need for estate planning comes from the terminally ill. 12:44 - Dr. Mega...

00:51 - Gregory Ricks announces a new event he's hosting for those with tax issues called: Lunch and Learn. Stop in for a quick luncheon, and learn how to work the system and minimize taxes. This is also a great eductional event for those who are behind on their taxes, and those interested in creating tax-free income. 12:44 - Learn some basics of IRAs. Do you qualify for an IRA? How much can you c...