Ask Gregory: Podcast - Income & Retirement Planning

Losing a loved one is emotionally devastating—but it can also create unexpected financial turmoil. In this episode, Gregory Ricks shares eye-opening statistics, personal stories, and practical steps to help you prepare for the financial aftermath of a death in the family. From funeral costs to lost income, estate planning to surviving spouse concerns, we cover what you need to know before a crisis hits. Whether you're 30 or retired, now is the time to get involved and make sure both partners are on the same financial page.SOURCES:Over Half of Americans Stumble Financially After Losing a Loved One. Are You Prepared?Half of Americans Struggle Financially After Losing a Loved OneFor more episodes like this head over to www.gregoryricks.com/podcastFor 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- WBUV - News Talk 104.9 FM OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!If you have any questions or are looking for some financial advice?CLICK HERE to Book a Consultation The free consultation provides an overview of products and services offered by Gregory Ricks & Associates. Investment advisory services made available through AE Wealth Management, LLC, a Registered Investment Adviser, and there is no obligation.

In this episode of the Ask Gregory Podcast, Gregory answers a listener's question about working past retirement age and how that affects Social Security benefits. Later in the episode, Wealth Advisor Brandon Blanchard and Gregory discuss how a team-based advisory approach may benefit clients long-term. They also break down Qualified Charitable Distributions (QCDs), required minimum distributions (RMDs), and the power of reaching that first $100,000 in your 401(k).If you're considering retirement, thinking about charitable giving, or evaluating what you need from a financial advisor or firm, this episode may be able to help you make informed decisions.For further reading, check out our blog article “Qualities to Look for When Choosing a Financial Advisor.”For more episodes like this head over to www.gregoryricks.com/podcastFor 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- WBUV - News Talk 104.9 FM OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!If you have any questions or are looking for some financial advice?CLICK HERE to Book a Consultation The free consultation provides an overview of products and services offered by Gregory Ricks & Associates. Investment advisory services made available through AE Wealth Management, LLC, a Registered Investment Adviser, and there is no obligation.

Gregory Ricks takes a close look at the Social Security Fairness Act and what its recent passage means for both government employees and the future of Social Security itself. Using real-world examples, he breaks down why repealing the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) could lead to unintended — and unfair — financial consequences for American taxpayers. Gregory also shares insights from Harvard Business School's Arthur Brooks about two common financial mistakes that can derail your financial goals: normalizing debt and confusing spending with happiness. Whether you're preparing for retirement or just trying to stay on track with your money in 2025, this episode will give you important updates, critical advice, and steps to protect your future. For more episodes like this head over to www.gregoryricks.com/podcastFor 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- WBUV - News Talk 104.9 FM OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!If you have any questions or are looking for some financial advice?CLICK HERE to Book a Consultation The free consultation provides an overview of products and services offered by Gregory Ricks & Associates. Investment advisory services made available through AE Wealth Management, LLC, a Registered Investment Adviser, and there is no obligation.

Feeling stuck or overwhelmed by your finances? You're not alone—and you're not out of options. In this episode of Ask Gregory, Gregory Ricks helps you reconnect with your financial goals by making them personal, achievable, and even enjoyable. From shifting your mindset about emergency funds (hello, “reserve accounts”) to choosing the best debt payoff strategy, Gregory lays out realistic, motivating steps anyone can take and ways to make financial goal setting fun! Whether you're ready to start saving, stop stressing over credit cards, or just want to feel more in control, this episode gives you the motivation and tools to make it happen.For more episodes like this head over to www.gregoryricks.com/podcastFor 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- WBUV - News Talk 104.9 FM OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!If you have any questions or are looking for some financial advice?CLICK HERE to Book a Consultation The free consultation provides an overview of products and services offered by Gregory Ricks & Associates. Investment advisory services made available through AE Wealth Management, LLC, a Registered Investment Adviser, and there is no obligation.

Download our free whitepaper: gregoryricks.com/podcast112 Many of us know we should be having important financial and life planning discussions with our family members, but often avoid these tough conversations. In this podcast, financial advisor Gregory Ricks shares why it's crucial to have open dialogues about topics like estate planning, retirement readiness, long-term care, and passing on wealth - even when it feels uncomfortable.Gregory provides practical advice for initiating these family meetings, managing potential awkwardness, and ensuring your loved ones are prepared for the future. He emphasizes the need to approach these discussions with care and concern, not judgment.Whether you're worried about your aging parents' finances or want to get your own kids started on the path to financial literacy, this podcast will equip you with the tools and mindset to have the conversations that matter most. Don't let fear or discomfort stand in the way of protecting your family's wellbeing. Download our free whitepaper now to learn how to facilitate the tough talks that can make all the difference! gregoryricks.com/podcast 112SUMMARY KEYWORDSChristmas Dinner, Family Gathering, Financial Education, Teenagers' Finances, Emergency Money, Retirement Plans, Compounding Wealth, Inheritance Planning, Estate Planning, Social Security, Long-Term Care, Healthcare Costs, Financial Advisor, Retirement Income, Financial ConversationsFor more episodes like this head over to www.gregoryricks.com/podcastFor 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- WBUV - News Talk 104.9 FM OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!If you have any questions or are looking for some financial advice?CLICK HERE to Schedule a Complimentary 15-minute Phone Visit

Are you approaching or already in retirement? Join us for this informative podcast as we explore practical strategies to help you manage your finances and secure your financial future. We'll cover topics such as maximizing your Social Security benefits and understanding tax implications, effective debt management and building an emergency fund, smart investment approaches to help grow your retirement savings, navigating healthcare costs and insurance options, and estate planning and protecting your assets.Whether you're just starting to plan for retirement or already enjoying your golden years, this podcast is designed to provide you with the knowledge and tools you need to confidently manage your finances and achieve a fulfilling retirement. Tune in and take control of your financial well-being. Start planning for a secure future today by visiting us at www.gregoryricks.comFor more episodes like this head over to www.gregoryricks.com/podcastFor 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- WBUV - News Talk 104.9 FM OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!If you have any questions or are looking for some financial advice?CLICK HERE to Schedule a Complimentary 15-minute Phone Visit

In this episode, host and financial advisor Gregory Ricks and CPA Jude Heath dive deep into the complex world of entity registrations and charitable giving options. They discuss the new FinCEN beneficial ownership reporting requirements, including deadlines and penalties for non-compliance. The conversation also covers the intricacies of setting up charitable trusts and family foundations, highlighting the administrative challenges and tax implications. Listeners will gain valuable insights on how to properly structure their entities and maximize their philanthropic efforts while staying compliant with the latest regulations. Whether you're a business owner, tax professional, or someone looking to make a meaningful charitable impact, this episode is a must-listen to get the most out of the ever-evolving financial landscape.For more episodes like this head over to www.gregoryricks.com/podcastFor 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 FMBiloxi- WBUV - News Talk 104.9 FMOR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!If you have any questions or are looking for some financial advice?Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcastFor 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 FMBiloxi- WBUV - News Talk 104.9 FMOR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!If you have any questions or are looking for some financial advice?Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcastFor 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- WBUV - News Talk 104.9 FM OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!If you have any questions or are looking for some financial advice?Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

As you approach retirement, have you given much thought to your estate planning? If not, this podcast episode is a must-listen! Join us as Gregory sits down with Wes Blanchard, a leading estate planning attorney, to discuss the importance of getting your affairs in order before it's too late.Wes shares real-life stories that highlight the dangers of procrastination and the consequences it can have on you and your loved ones. He'll guide you through the key steps to protect your assets and ensure a smooth transition into your golden years, whether it's setting up a will, establishing powers of attorney, or ensuring your financial affairs are in order.Retirement is a time to enjoy the fruits of your labor, but without proper estate planning, you risk leaving behind a mess for your family to sort out. Tune in to this episode and gain the knowledge and confidence to help take control of your estate planning and help secure your future. Don't wait until it's too late -  this podcast episode offers guidance on why taking control of your estate planning is crucial as you approach retirement!For more episodes like this head over to www.gregoryricks.com/podcastFor 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 FMBiloxi- WBUV - News Talk 104.9 FMOR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!If you have any questions or are looking for some financial advice?Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcastFor 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- WBUV - News Talk 104.9 FM OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!If you have any questions or are looking for some financial advice?Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

 In this episode of "Ask Gregory" host Gregory Ricks and guest Wes Blanchard, Estate Planning Attorney, dive deep into the evolving landscape of auto insurance and essential coverage strategies. They discuss rising premiums, the importance of uninsured and underinsured motorist protection, and ways to safeguard your assets. Together, they tackle common misconceptions about insurance claims, explore the value of umbrella coverage, and offer practical tips for balancing protection with affordability. This episode provides valuable insights for everyone aiming to make smarter financial decisions about their insurance needs. 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- WBUV - News Talk 104.9 FM OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!If you have any questions or are looking for some financial advice?Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

In this episode of "Ask Gregory," we dive into essential financial strategies with special guest Jude Heath from J Heath & Company, CPA. Jude shares insights on managing your taxes, the impact of recent IRS changes, and the importance of proper tax preparation. We discuss the growing trend of remote clients, especially from California, and the new beneficial ownership interest rules. Jude also provides valuable tips on how to prepare for potential audits, emphasizing the need for accurate and substantiated tax filings. Tune in to learn how to better control your finances and navigate the complexities of tax season.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- WBUV - News Talk 104.9 FM OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!If you have any questions or are looking for some financial advice?Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

Join Gregory Ricks as he discusses the intricate details of Social Security benefits when a loved one dies. Learn how to handle the final check and more. Complimentary Download: www.gregoryricks.com/podcast106For 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- WBUV - News Talk 104.9 FM OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!If you have any questions or are looking for some financial advice?Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

Estate planning can be a complex topic, but it's crucial for anyone looking to protect their financial legacy. In this episode, Gregory Ricks and Wes Blanchard simplify the process of wills, trusts, and probate, making it easier to understand and act upon for your financial future. 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- WBUV - News Talk 104.9 FM OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!If you have any questions or are looking for some financial advice?Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

Join Gregory Ricks and Dwayne Stein as they uncover the truth behind common real estate myths, share valuable financial insights, and discuss the crucial role of roofs and insurance premiums in your home buying journey. Get ready to make informed decisions in today's housing market.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 @ 10 am Biloxi- WBUV - News Talk 104.9 FM @ 10 am Baton Rouge - WBRP-107.3 FM @ 11am OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!If you have any questions or are looking for some financial advice?Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

Join Gregory Rick's as he explores the financial lessons hidden within the movie "The Biggest Little Farm" and the innovative approach of "Moneyball." Discover ways data-driven strategies and tactical asset allocation can help enhance your investment portfolio.A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast103For 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 @ 10 amBiloxi- WBUV - News Talk 104.9 FM @ 10 amOR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!If you have any questions or are looking for some financial advice?Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcastFor 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 @ 10 am Biloxi- WBUV - News Talk 104.9 FM @ 10 am Baton Rouge - WBRP-107.3 FM @ 11am OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!If you have any questions or are looking for some financial advice?Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

On this episode of Ask Gregory, Gregory takes a step back from the financial talk to bring you the art of negotiation! A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast101For the latest in financial news, why don't you 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 pmWBRP-107.3 FM Baton Rouge -- 11 am - 1 pmSupertalk Mississippi -- 12 pm - 1 pmIf you have any questions or are looking for some financial advice?Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

Check out the latest episode of Ask Gregory where Gregory discusses how you can set yourself up for success in regards to the Federal Reserve's recent interest rate hikes.

On today's episode of Ask Gregory Podcast, Gregory discusses the impact of President Biden's Student Loan Forgiveness Plan and what implications this may have for borrowing money in the future.  

With changes coming to how the IRS deals with IRAs once the owner of that account passes, it's important to plan where your money is going to go. In this episode of Ask Gregory, Gregory and Jude Heath discuss different strategies to ensure that your IRA money works for you and your heirs. A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast98For the latest in financial news, why don't you 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 pmWBRP-107.3 FM Baton Rouge -- 11 am - 1 pmSupertalk Mississippi -- 12 pm - 1 pmIf you have any questions or are looking for some financial advice?Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podca 

Does this current market make investing look scary? Join us for this episode of Ask Gregory where Gregory and Brandon Blanchard share some tips on how to adjust your portfolio in such a way to help mitigate the effects of inflation. A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast96For the latest in financial news, why don't you 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 pmWBRP-107.3 FM Baton Rouge -- 11 am - 1 pmSupertalk Mississippi -- 12 pm - 1 pmIf you have any questions or are looking for some financial advice?Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podca 

When creating a retirement plan there are a lot of factors to consider, but have you heard about how converting your traditional IRA into a Roth IRA has the possibility of creating tax-free income in the future? Joining Gregory to discuss this topic is Jude Heath of J Heath & Co CPAs A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast96For the latest in financial news, why don't you 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 pmWBRP-107.3 FM Baton Rouge -- 11 am - 1 pmSupertalk Mississippi -- 12 pm - 1 pmIf you have any questions or are looking for some financial advice?Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podca 

With all of this market volatility, how is the housing market affected? Joining Gregory on this episode of the podcast is Dwayne Stein, host of Mortage Gumbo and together they will discuss the effects of inflation on the real estate market and some best practices to utilize if you are looking to buy a home soon. A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast95For the latest in financial news, why don't you 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 pmWBRP-107.3 FM Baton Rouge -- 11 am - 1 pmSupertalk Mississippi -- 12 pm - 1 pmIf you have any questions or are looking for some financial advice?Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

With inflation, rising interest rates, and historic market volatility do we need to be worried about the possibility of a recession? In this episode, Gregory and Dwayne Stein discuss if a recession is a possibility in this economy. A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast94For the latest in financial news, why don't you 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 pmWBRP-107.3 FM Baton Rouge -- 11 am - 1 pmSupertalk Mississippi -- 12 pm - 1 pmIf you have any questions or are looking for some financial advice?Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

In this episode of Ask Gregory, Gregory is going to discuss how you can qualify to claim your ex-spouse's social security benefits.A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast93For the latest in financial news, why don't you 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 pmWBRP-107.3 FM Baton Rouge -- 11 am - 1 pmSupertalk Mississippi -- 12 pm - 1 pmIf you have any questions or are looking for some financial advice?Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

There are a few tips and tricks that people utilize in the tax code, but do you know how the step-up basis could save your beneficiaries tax dollars? In this week's podcast, Gregory explains what the step-up basis is and how utilizing it may save your heir's tax dollars in the future. A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast92For the latest in financial news, why don't you 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 pmWBRP-107.3 FM Baton Rouge -- 11 am - 1 pmSupertalk Mississippi -- 12 pm - 1 pmIf you have any questions or are looking for some financial advice?Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

In this week's podcast, Gregory talks about the importance of creating a will to ensure your wishes are being taken into consideration when you have passed on.  A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast91For the latest in financial news, why don't you 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 pmWBRP-107.3 FM Baton Rouge -- 11 am - 1 pmSupertalk Mississippi -- 12 pm - 1 pmIf you have any questions or are looking for some financial advice?Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

In this week's podcast, Gregory discusses important changes to the tax law and different measures you could take that may help reduce your tax burden in retirement.A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast90For the latest in financial news, why don't you 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 pmWBRP-107.3 FM Baton Rouge -- 11 am - 1 pmSupertalk Mississippi -- 12 pm - 1 pmIf you have any questions or are looking for some financial advice?Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

In this week's podcast, Gregory is joined by Jude Heath of J. Heath & Co. where they answer Richard's question from the Winning at Life Hotline, " Can I buy extra I-bonds with leftover money from my tax returns?"A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast89For more information about Jude Heath Visit: https://www.jheathcpa.com/For more information regarding I-bonds please visit: https://www.treasurydirect.gov/For the latest in financial news, why don't you 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 pmWBRP-107.3 FM Baton Rouge -- 11 am - 1 pmSupertalk Mississippi -- 12 pm - 1 pmIf you have any questions or are looking for some financial advice?Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

In this week's podcast, Gregory discusses how we utilize our GRA Process to ensure that we are always working in your best interests, especially in a down market. A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast88For the latest in financial news, why don't you 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 pmWBRP-107.3 FM Baton Rouge -- 11 am - 1 pmSupertalk Mississippi -- 12 pm - 1 pmIf you have any questions or are looking for some financial advice?Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

On this week's podcast, Gregory explains in detail the history of the stock market volatility and how knowing your history impact your wallet.  A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast87For the latest in financial news, why don't you 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 pmWBRP-107.3 FM Baton Rouge -- 11 am - 1 pmSupertalk Mississippi -- 12 pm - 1 pmIf you have any questions or are looking for some financial advice?Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

On this week's podcast, Gregory is joined by attorney Wes Blanchard. Tune into this episode as they will discuss the consequences of naming your IRA beneficiary a trust. For more information about WJ Blanchard Law visit:https://wjblanchardlaw.com/A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast86For the latest in financial news, why don't you 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 pmWBRP-107.3 FM Baton Rouge -- 11 am - 1 pmSupertalk Mississippi -- 12 pm - 1 pmIf you have any questions or are looking for some financial advice?Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

Should you consider moving some of your money to a Roth account?  Tune into this episode as Gregory is joined by Jude Heath and they are going to discuss different strategies that may help you become more tax efficient.  For more information about J Heath & Co visit: https://www.jheathcpa.com/A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast85For the latest in financial news, why don't you 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 pmWBRP-107.3 FM Baton Rouge -- 11 am - 1 pmSupertalk Mississippi -- 12 pm - 1 pmIf you have any questions or are looking for some financial advice?Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast the ta

In this week's episode, Gregory proposes three ideas that you may be able to implement to help get you a higher social security check! A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast84For the latest in financial news, why don't you 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 pmWBRP-107.3 FM Baton Rouge -- 11 am - 1 pmSupertalk Mississippi -- 12 pm - 1 pm

In this week's episode, Gregory is joined by Jude Heath of J.Heath & Co. and they are going to discuss how Venmo and other online services like it may need to be included in future tax returns. A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast83For the latest in financial news, why don't you 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 pmWBRP-107.3 FM Baton Rouge -- 11 am - 1 pmSupertalk Mississippi -- 12 pm - 1 pm

In this week's episode, Gregory is joined by Nicholas Rohde, a wealth advisor with Gregory Ricks & Associates. In this episode, Gregory and Nicholas discuss potential opportunities that you may have to reduce the tax burden on your retirement plan.A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast82For more financial news, why don't you 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 pmWBRP-107.3 FM Baton Rouge -- 11 am - 1 pmSupertalk Mississippi -- 12 pm - 1 pm

In this week's episode, Gregory is joined by Wes Blanchard with WJ Blanchard Law and Nicholas Rohde, a wealth advisor with Gregory Ricks & Associates. Together they discuss what it means to have a power of attorney and how that could potentially save you from some potential issues in the future! A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast81For more financial news, why don't you 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 pmWBRP-107.3 FM Baton Rouge -- 11 am - 1 pmSupertalk Mississippi -- 12 pm - 1 pm

In this week's episode, Gregory is joined by Nicholas Rohde and they discuss how rising interest rates could potentially affect your retirement plans as well as some strategies on how to navigate market volatility. A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast80For the latest in financial news, why don't you 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 pmWBRP-107.3 FM Baton Rouge -- 11 am - 1 pmSupertalk Mississippi -- 12 pm - 1 pm

Join us this week as Gregory Ricks and Brandon Michael discuss the recent spike in inflation and a few of the best moves to navigate retirement in this market!A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast79

Join us this week as Gregory and attorney Wes Blanchard talk through the process of where your property goes when you pass away. Where will your stuff go? Do you have control of who gets what? Where does my property go if I don't have a will?A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast77

Our friendly neighborhood CPA, Jude Heath, joins the show. This week Jude and Gregory discuss what you can do with your Roth IRA beyond its initial five-year timer. Can you continue to contribute to it? If so, what are the standard IRS limits? Are there different limits?A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast76

Want to know what happens when you come in for a 1st visit with our firm? Gregory and Brandon Bergeron, wealth advisor, talk through what to expect when you sit down with our team.A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast75

Estate Planning Attorney Wes Blanchard joins the show. Do you know what it takes to be an executor of someone's estate? Here's a checklist to help you decide who your executor should be, or if you should be an executor for others.Complimentary Download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast74

Hear Gregory's thoughts on wisdom within these historic financial quotes.Complimentary Download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast73

Trey in New Orleans asks about using a trust to shield his mom's assets in order to qualify for Medicaid. Gregory Ricks and Estate Planning Attorney Wes Blanchard are not fans of his idea. Complimentary Download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast72

Take advantage of Universal Life Insurance's tax efficiencies to create another stream of revenue in retirement.Complimentary Download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast71

The rules on qualifying for Medicaid help with Long Term Care coverage are not as generous as many people expect.Your complimentary download for listening to this episode is waiting for you on the episode page.  www.gregoryricks.com/podcast70

Gregory shares some key ways you get better than average returns on your investments.Your complimentary download for listening to this episode is waiting for you on the episode page.  www.gregoryricks.com/podcast69

Gregory helps you with ideas on sources of income in retirement. Let's go through the list and see if any of these ideas help you out.Your complimentary download for listening to this episode is waiting for you on the episode page.  www.gregoryricks.com/podcast68

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

Often times women live longer than men and are the ones faced with social security and retirement decisions.  Find out what mistakes to avoid.Your complimentary download for listening to this episode is waiting for you on the episode page.  www.gregoryricks.com/podcast66