Winning at Life with Gregory Ricks

Estate Planning, Revocable Trusts, Market Volalitiliy, Retirement Saving Strategies, Inflation, and Investment Strategies Winning at Life Show Contributor joins the show. Wes Blanchard, WJ Blanchard Law (10 am hour)  For LIVE financial news talk radio, tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on: WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pm WBUV-News Talk 104.9...

Market Downturns, Taxes, Roth Conversions in a Down Market, Retirement Saving Strategies, Inflation, and Investment Strategies For LIVE financial news talk radio, tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on: WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pm WBUV-News Talk 104.9 FM  Biloxi - 10 am - 1 pm WBRP-107.3 FM Baton Rouge - 11 am - 1 pm Supertalk Mississippi...

Roth IRAs, Changes in the tax code, IRAs, 10-Year Treasurys, Fixed Index Annuities, Retirement Saving Strategies, Inflation, and Investment Strategies Winning at Life Show Contributor joins the show. Jude Heath, J Heath & Co. CPAs (10 am hour)    Caller questions include: I sent my tax return via the mail, when will I receive my refund? With the way the markets are, what do you think about fix...

Mortgage Rates, Car Prices, 10-Year Treasurys, New Home Sales, Fixed Index Annuities, Retirement Saving Strategies, Inflation, and Investment Strategies Winning at Life Show Contributor joins the show. Dwayne Stein, Motgage Gumbo (10am hour)    Caller questions include: What are the best moves you can do when the housing market is so inflated?  Do we need to do a will? For LIVE financial news talk...

401k, Market Drop, Trusts, Home Equity, Powers of Attorney, Retirement Saving Strategies, Inflation, and Investment Strategies Winning at Life Show Contributor joins the show.  Wes Blanchard, WJ Blanchard Law, LLC (11am hour)  Wes Blanchard joins Gregory for the 12th-anniversary show! Tune in to the show to listen to Gregory and Wes discuss succession, wills, and trust and how getting those set up...

401k, Market Drop, Social Security Benefit Statements, Retirement Saving Strategies, Tax Preparation and Investment Strategies Winning at Life Show Contributor joins the show.    Jude Heath, CPA of J Heath & Co (11am hour)  This week Gregory is joined by Jude Heath where they discuss strategies for making your retirement more tax efficient.     Caller questions include: If I put my 401k on my...

401K, Growth Opportunities, Bonds, Social Security, and Investment Strategies This week Gregory discusses investment strategies that help to utilize the best pathways for your unique situation.    Caller questions include: Should I adjust my contributions to my 457 plan since the market is down? What strategies are there to reduce my tax burden?

401K, Index-based annuities, Cash, Social Security, and Investment Strategies Winning at Life Show Contributor joins the show.    Jude Heath, CPA of J Heath & Co (11am hour)  Gregory and Jude talk about the impact of changing of laws requiring online platforms to issue 1099 forms for the 2022 tax returns.   Caller questions include: What can I do when my 401k is losing money? 10- year index-ba...

Taxes, RMDs, Living Wills, Social Security, and Investing Strategies Winning at Life Show Contributor joins the show.    Wesley Blanchard with WJ Blanchard Law, LLC (11am hour)   Nicholas Rhode a Wealth Advisor with Gregory Ricks & Associates  Gregory and Wesley talk about how the shortage of homes can affect the housing market.   Caller questions include:   Social Security life average income...

Mortgages, Fixed Index Annuities, Flood Insurance, 401k, and Investing Strategies Winning at Life Show Contributor join the show. Dwayne Stein with Mortgage Gumbo (10am hour)  Brandon Bergeron a Wealth Advisor with Gregory Ricks & Associates  Gregory and Dwayne talk about how the shortage of homes can affect the housing market.   Caller questions include: Pay off mortage or invest more? Retire...

Mortgage Rates, Retirement Goals, Social Security , 401k, Investing Strategies, and Life Insurance  Winning at Life Show Contributor join the show. Dwayne Stein with Mortgage Gumbo (10am hour)  Gregory and Dwayne compare the last two years of interest rates to pre-pandemic levels and  share insight into the impact of rising interest rates on an average mortgage.    Caller questions include: Fundin...

EPISODE DESCRIPTION Retirement Goals, Social Security for Disabled Adult Child, IRS Rules on Inherited IRA, and Income Tax Return for an S Corporation. Devon Baham , Wealth Advisor with Gregory Ricks & Associates joins  the show. Jackie Hughes + Kim Hasney, Cancer Crusaders Golf Tournament Co-Chairs.  Join the show at 10:18am for the Cancer Crusaders Golf Tournament information. Caller questio...

EPISODE DESCRIPTION Taxes, Retirement Income, Social Security, Investment Basics, and Property Taxes. Brandon Allen Bergeron, Wealth Advisor with Gregory Ricks & Associates joins  the show. Winning at Life Show Contributor joins the show. CPA Jude Heath with J Heath & Co., LLC. (11am hour)  Gregory and Jude discuss tax efficiency in retirement. Caller questions include: Pension + Property...

EPISODE DESCRIPTION How Russian invasion of Ukraine may or may not impact the U.S. economy. The Russia and Ukraine conflict is creating market volatility and higher oil and gasoline prices.  Inflation and supply chain issues.  Difference between Wills & Trusts  NICHOLAS ROHDE, Wealth Advisor with Gregory Ricks & Associates joins  the show. (10a-1p) Gregory and Nicholas discuss how Russian...

Market downturn and volatility. How and when to file for social security benefits.    NICHOLAS ROHDE, Wealth Advisor with Gregory Ricks & Associates joins  the show. (10a-1p) Gregory and Nicholas share insight into big bank changes. Some big banks and Capital One as of February 1st are resigning as a custodian of IRA accounts and don’t want to deal with retirement assets anymore. Forcing IRA c...

EPISODE DESCRIPTION Navigating a Rising Interest Rate Environment. Mortgage interest rates and what do you do when rates start  creeping up like they probably will this year?  Tax efficiency in retirement, taxes on hurricane losses, and I-Bond taxes.    Brandon Allen Bergeron, Wealth Advisor with Gregory Ricks & Associates joins  the show. (10a-1p) Winning at Life Show Contributors join the sh...

Ways to Manage Money More Effectively in 2022. Devan Baham, Wealth Advisor with Gregory Ricks & Associates joins the show. Gregory and Devan discuss different scenarios regarding when to turn on social security benefits.    Caller questions include: Social Security Rental Property Mortgage Investment Advice 401K TSP Retired Savings Pension Benefits Savings Plan for Newborn Child The Wine, Wisd...

The state of the economy. When will the Fed raise rates? Gregory makes the case for how the Fed will possibly react through the year. Ways to Manage Money More Effectively in 2022. Brandon Michael Blanchard, Wealth Advisor with Gregory Ricks & Associates and Estate Planning Attorney Wes Blanchard with WJ Blanchard Law LLC join the show. Gregory and Wes dissect living trust vs will, capital gai...

Is the economy going up, going down, or staying about the same? Gregory addresses the likelyhood of all three. Gregory gives you 5 reasons to not worry about a stock market crash. Keith in Van Cleave inherited an IRA and a Roth IRA from his father. What does he need to know about required distributions and taxes? Social Security's big Cost of Living Adjustment is going to be eaten up by Medicare p...

How long can retirees expect to live once they hit 65? Gregory shares some recent data on life expectancy, and other stats that caught his eye this week. Jack in Covington asks if there's been any change in the IRA distribution rules for those accessing fund to deal with Hurricane Ida. Jude Heath CPA joins the show and let's you know the options for tax helps from disaster relief. Crypto regulatio...

The state of the economy has good news and bad news. The unemployment rate is down, but inflation is raging. Where do you go from here? When will the Fed raise rates? Gregory makes the case for how the Fed will probably react through the next year. William in McComb has been on disability for years, but his health has improved to the point that he wants to return to the workforce. Can he? Should h...

Chances are, you're making one of these 4 common retirement planning mistakes. Gary in Marrero shares a positive review of his experience getting signed up on the Social Security online portal, and getting his retirement benefit activated. Go to SSA.gov Timmy in Belle Chase has a sizable UGMA (Uniform Gift to Minors Act) account for his now-grown son. Is he going to get slammed with taxes when he...

The key to having a successful investment portfolio and retirement plan is the ability to use the information around you to make the right decisions. Gregory is hosting some events for existing clients to get updated on what's going on with their money, and new features on the client portal. Lessons from Sir Edmund Hillary: you're going to need a Sherpa if you want to get to the summit of Mt Evere...

Gregory opens the show by rolling through some data in the financial world that gives us an idea of how to make better decisions, and ties that into some of his family history. Lessons from Gregory's great grandfather, grandma, and mom have shaped his approach to financial planning. Fred emails in asking if there's some way her can contribute more than $7,000 into a Roth this year. Wesley texts in...

Gregory had a great time at the recent Wine, Wisdom, and Food event, and answers some comment cards with questions from attendees. Ted on the Northshore wants to do something with his old 401k, and thinks a bear market is imminent. Elliot in Covington asks for guidance as an investor in his 40s. Rick in Houma's wife is a 75 year old teacher. Will she have her Social Security cut by the Windfall El...