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Ask Gregory: Podcast - Income & Retirement Planning
29 minutes | a day ago
Podcast43: Should you start Social Security early?
Gregory explains how turning on Social Security before you full retirement age affects you benefit size and spousal options. If you're turning it on early while still working, you may not like the income clawback. However, there are scenarios when turning on Social Security early makes sense. Hear Gregory walk a few callers through their early Social Security scenarios. Complimentary download for you: Social Security Benefitslinks mentioned in this episode: https://www.fool.com/retirement/2020/10/06/3-reasons-to-claim-social-security-benefits-early/
19 minutes | 2 days ago
Podcast42: Before you buy your next car.
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 episodeEdmunds.comKelley Blue Book: KBB.comFind your complimentary download on the episode webpage:
18 minutes | 16 days ago
Podcast41: Reilly's Laws of Tax Planning
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/podcast41Links mentioned in this episodehttps://gregoryricks.com/reillys-laws-of-tax-planning/ Gregory mentions the IRS Listed Transactions: https://www.irs.gov/businesses/corporations/listed-transactions
27 minutes | a month ago
Podcast39: Windfall Elimination Provision workaround tips
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
19 minutes | a month ago
Podcast36: What are the rules for 403b savings plans?
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
21 minutes | a month ago
Podcast38: Social Security tips for Mom and Pop businesses
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
16 minutes | a month ago
Podcast40: Where can I get help regarding my DROP plan?
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
17 minutes | a month ago
Podcast37: Financial questions you should ask before you get married.
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
15 minutes | 3 months ago
Podcast34: What happens to your SSI benefits when you reach Social Security age?
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
22 minutes | 3 months ago
Podcast35: How does the surrender period on annuities work?
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 athttp://gregoryricks.com/podcast35
20 minutes | 3 months ago
Podcast33: Saving on Taxes with Net Unrealized Appreciation
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
17 minutes | 3 months ago
Podcast32: Are stock slices a good idea?
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/podcast31Have a question for Gregory, let us know at http://askgregoryricks.com/
17 minutes | 3 months ago
Podcast31: What blacklisted asset classes should I avoid?
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 Correctionshttps://gregoryricks.com/understanding-market-corrections/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-from-blog/Ask Gregory Podcast: Catch more audio segments from the show about the topics that interest you, Visit: https://www.askgregoryricks.com
26 minutes | 4 months ago
Podcast30: How to turn your assets into a monthly check
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/podcast30Have a question for Gregory, let us know at http://askgregoryricks.com/
21 minutes | 4 months ago
Podcast29: What questions should you ask your Trustee
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/
32 minutes | 4 months ago
Podcast28: Here is what you need to know about annuity fees
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/podcast28Have a question for Gregory, let us know at http://askgregoryricks.com/
20 minutes | 4 months ago
Podcast27: Is Student Loan Debt Delaying Your Retirement?
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/
16 minutes | 4 months ago
Podcast26: What is the Windfall Elimination Provision?
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.pdfHave a question for Gregory, let us know at http://askgregoryricks.com/links mentioned in this episode:ssa.gov/myaccount
13 minutes | 4 months ago
Podcast23: Looking for a career late in life
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/
14 minutes | 4 months ago
Podcast24: Are You Financially Helping Your Adult Kids Too Much?
People are paying reoccurring expenses for their adult children. How do you help without destroying your own retirement?
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