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Ask Gregory: Podcast - Income & Retirement Planning
14 minutes | a month ago
Podcast51: What happens when your Financial Advisor goes away?
What if your financial advisor retires or just disappears? What should you do when looking for new help. Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast51
16 minutes | a month ago
Podcast50: How do you track down a safety deposit box?
How do you track down an abandoned safety deposit box? What are the rules in place if it has been abandoned or if it's original owners are deceased? Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast50
19 minutes | a month ago
Podcast49: Why does the Windfall Elimination Provision Exist?
Gregory explains what the Windfall Elimination Provision is and why the law was crafted in this Ask Gregory podcast episode.Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast49
27 minutes | 3 months ago
Podcast48: What are the asset gifting rules for inheritance?
Listen to a few different scenarios where people are trying to gift assets to their children. Find out what the gifting limits are for inheritance. What will the tax implications look like?Enjoy a complimentary download to go with this episode on the episode pagewww.gregoryricks.com/podcast48
12 minutes | 3 months ago
Podcast47: Is Social Security going away?
We hear that question a lot. Is Social Security really going away? In this episode, Gregory gives his thoughts on the subject.Your complimentary download for listening to this episode is waiting for you on the episode page. www.gregoryricks.com/podcast47
38 minutes | 3 months ago
Podcast46: 401k Rollover Mistakes
What are the most common 401k rollover mistakes to avoid? Need 401k help? We have a complimentary download just for you! Get your copy today on the episode pagewww.gregoryricks.com/podcast46
33 minutes | 3 months ago
Podcast45: Social Security Survivor Benefits
When someone close to you passes away, knowing these Social Security rules can help.Learn more about Social Security benefits with this complimentary guide:Social Security Decisions Guide
26 minutes | 3 months ago
Podcast44: Reasons to convert to a Roth
Learn how Roth IRAs can save you on taxes in retirement.Complimentary download to go with this episode:Tax Strategies for Retirement
29 minutes | 4 months 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 | 4 months 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 | 4 months 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
16 minutes | 5 months 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
27 minutes | 5 months 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
21 minutes | 5 months 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
17 minutes | 5 months 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
19 minutes | 5 months 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
22 minutes | 6 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
15 minutes | 6 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
20 minutes | 7 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 | 7 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/
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