Winning at Life with Gregory Ricks

The Numbers are amazing, as all three major indices close at a new record high. Tesla tops $1 billion in revenue for the first time, and all eyes are on the earnings reports and Fed meeting this week. Joan in Diamondhead thanks Gregory for convincing her to move her CDs to fixed annuities. The returns are much better. Bezos has offered to cover the first $2 billion in costs for the next lunar land...

The Numbers on Wall Street were solid, with a strong tailwind from an earnings season that has been better than expected. Social Security is testing new personal reports that include more details about your benefit. Gregory explains how Social Security decisions need to be correlated to other financial aspects: will you still be working past age 62, what kind of assets do you have, and how to coor...

The Numbers continue to climb, albeit slightly. Earnings reports are solid, but jobless claims are a concern. Gregory reviews the processes used at GRA to handle last year's pandemic downturn. Lance in Kiln asks about how using a 7702 plan with life insurance works. Gregory answers comment cards from the previous Wine Wisdom and Food experience.

In the dawn of the new era of college athletes getting paid, Nick Saban says his incoming QB starter already has a offers close to a million dollars. The Numbers launched an impressive rebound from Monday's bloodbath, and it was on the back of better than expected earnings reports from some of the heavyweights. Netflix is getting into gaming. A recent survey shows it's pretty common for younger ge...

More info on the Advanced Child Tax Credit payments. James received his in the mail with a physical check over the weekend. Gregory directs you to tools you may need to stop the payments or check your status. The world's richest man leaves Earth as Jeff Bezos takes an 11 minute trip to space, becoming the second billionaire in history to make the trip. Gregory reviews some events he has upcoming t...

There's signs a $1.2 trillion spending package could pass the Senate soon. Gregory reacts to Senator Bill Cassidy supporting the spending on Fox News Sunday. The Numbers were down for the day, but no excuse to get all worried just yet. There's still a wave of positive numbers from earnings season. Social Security is expected to make its biggest Cost of Living Adjustment in decades. The median home...

The Advanced Child Tax Credit payment began this week. Here's what you need to know about how you get the payments, who qualifies for what, and the possible tax hit you could end up with. Our Restaurant of the Week is Ben's Burgers. They have giant monster burgers on Clearview in Metairie. Inflation talk is turned up everywhere in the financial world, because soaring inflation means the Fed may ha...

Mort in New Orleans asks if continuing to work after turning on Social Security could increase his benefit. Is there an age limit for improving your retirement benefit? We get a report from a show listener they received the Advanced Child Tax Credit payment today. Gregory runs down the eligibility rules and what you should expect. Jim in New Orleans: Do they take Social Security taxes out of your...

This is a flashback segment where we review audio of Gregory urging calm no matter who wins the election, and talking people off the ledge earlier this year. The economy has done fine since then. Ray in Metairie split the proceeds of his deceased parents' property sale with his siblings. How does he report that on his taxes? Generation Z is emerging into the economic world with their own unique se...

Gregory shares some recent financial situations he's encountered, and there's universal concern for inflation and taxes going up. Mark in New Orleans got a check in the mail from his old 401k. What should you do in that situation? Tim in New Orleans asks if he can be a little heavier in stocks if he's got more of a cushion in assets. Ron in Franklinton wants to know if his Social Security will be...

The Numbers are incredible. All 3 major indices hit a new record, while commodities behaved, and optimism reigns. After being the first billionaire to fly himself into space, Richard Branson's space stock soared. When he floated the idea of issue $500 million in new shares, it fell out of orbit. The IRS leaked tax returns have exposed some clever ways the successful are using the tax code that you...

The Wine, Wisdom, and Food experience is back! Gregory hosts a wine pairing, and a financial talk with a focus on tax planning, and a tactical element added to the Invest 50-50.  Maybe you could benefit from some help understanding how the laws work for Social Security, Medicare, and Estate Planning. Gregory is hosting some events in July that can answer your questions. The best news is: these eve...

If your household income may be above $150k, you may want to opt out of the Advanced Child Tax Credit payments starting in a couple weeks. Is inflation transitory? Gregory explains how inflation may slow down, but there's no expectation it will ever reverse. Drew in Baton Rouge want to do something beyond his 401k contributions. Tommy in New Orleans asks how the Advanced Child Tax Credit will be d...

After reviewing Gregory's live speaking events in July, Gregory tells the situation of a couple wanting to leave some of their inheritance money to a trust, and why that could be a tax nightmare. The Numbers are impressive as the NASDAQ and S&P hit new highs. The concerns for inflation are still out there, but the stimulus sugar high continues. Baton Rouge has the lowest gas prices in the nati...

In the leaked tax returns of rich Americans, some media outlets have noticed the tech billionaire Peter Thiel has a Roth IRA worth about $5 billion. Some critics are furious, but Gregory sees a learning opportunity for middle-class investors, not a problem. Kyle in Independence is inheriting $100k. Should he wipe out his debts, or invest that money? Save Our Nola Restaurant of the Week: Slim Goodi...

Maybe you could benefit from some help understanding how the laws work for Social Security, Medicare, and Estate Planning. Gregory is hosting some events in July that can answer your questions. The best news is: these events are of no cost to you! What do you need to know about the bond world? Gregory addresses some comment cards from a recent live event asking him about bonds. Kyle in Independenc...

All eyes in the financial world were again focused on Federal Reserve Chairman Jerome Powell again today at a Congressional oversight hearing. Inflation is the here, but how serious is the Fed treating it? If you're looking for alternatives to stock picking, or if you're worried about losing money in the market, the Invest 50-50 strategy may be the roadmap you're looking for. The Winnies! The 2nd...

We celebrate 11 years of Winning at Life! Gregory and James walk you through the history of the show, and how it has grown and evolved over the last 11 years. Gregory invites you to learn how to make your Social Security decisions simple at his live event coming up at the GRA event space. The Restaurant of the Week is the Nola Brewing Taproom on Tchoupitoulas in Uptown. You know their beers, you'l...

Gregory's live events are ramping back up, and there's 4 different events for people needing help with 4 different financial situations. Hear the Traders' Prayer from Charles Payne on Fox Business. Two of our top Youtube videos this year have similiar guidance: inheriting a big pile of money, and winning a big scratch off jackpot. Mrs. Sims will be getting monthly check from her deceased husband's...

Gregory's live events are ramping back up, and there's 4 different events for people needing help with 4 different financial situations. The message from the Numbers segment is clear: the markets did not respond well to the Federal Reserve conversation on tapering its asset purchases. Gregory responds to some audio highlights from Jerome Powell's press conference announcing the Federal Reserve is...

Gregory's live events are ramping back up, and there's 4 different events for people needing help with 4 different financial situations. The annual awards show for Winning at Life is coming up on Saturday: the Winnies. Gregory and James review some of the nominees and new categories for this year's awards. Use these 6 tips to get the most out of your 401k. Are report makes a pretty solid case that...

Hear the rundown of public events from Gregory Ricks and Associates this month. If you have questions about Social Security, Medicare, Estate Planning, or Financial Planning, there's an event for you. The chip shortage forces GM to not include the stop-start feature on some of their production lines. Most people you hear these days would prefer for it to be a permanent exclusion. Gregory encourage...

Gregory encourages you to check out Spitali's Del in Metairie, our Restaurant of the Week. Wednesdays are half priced hamburgers. Hear the rundown of public events from Gregory Ricks and Associates this month. If you have questions about Social Security, Medicare, Estate Planning, or Financial Planning, there's an event for you. Terri in Larose asks if you can start Spousal Benefits from Social Se...

The Numbers finished mixed for the day, with the markets' eyes and ears glued to the Federal Reserve. Gregory reviews the evidence that the Fed merely talking about tapering their asset purchases will cause a market free fall. Sometimes there's no good options in deflating a bubble. Corey in Kiln started Social Security early, and is disappointed by the huge cuts from the income clawback. Gregory...

Hear the rundown of public events from Gregory Ricks and Associates this month. If you have questions about Social Security, Medicare, Estate Planning, or Financial Planning, there's an event for you. For our Save Our Nola Restaurants and Bars program, this week we introduce you to Red Gravy Cafe on Magazine St in Uptown. Joel in New Orleans is a local teacher, and asks Gregory for where to find a...