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Ask Gregory: Podcast - Income & Retirement Planning
15 minutes | 22 days 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 | 22 days 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 | a month 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 | a month 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 | a month 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 | 2 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 | 2 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 | 2 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 | 2 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 | 2 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 | 2 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 | 2 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?
25 minutes | 2 months ago
Podcast25: Why You Need Your Social Security Login Now
Have you signed up for your Social Security account? Let's talk about the importance of doing so and doing it NOW. Do this before hackers can get to your account and Check in to be sure your annual contributions are being properly credited. Gregory explains in this episode.
18 minutes | 2 months ago
Podcast22: How do Dividends Work?
In this episode we cover the topic of dividends. How do they work, will they affect social security benefits, are your savings better fitted for dividend stock? Find out about dividends and more.
22 minutes | 2 months ago
Podcast21: Profile of the average scam victim
In this Ask Gregory episode, Gregory and James run through the profiles of the average scam victim. Do you fit the profile? Money scams, social security scams, credit scams and others have been on the rise. Learn what to look for so you don't fall for the latest ones.
16 minutes | 3 months ago
Podcast20: You're a Millionaire, Now What?
So you're a millionaire. Doesn't matter how you got there....earned it, inherited it, won it? Take a listen to this podcast episode with Gregory Ricks.700,000 millionaires were added in 2017...invest-able assets (not including your home)THAT should be YOUR goal.Learn more at gregoryricks.com
26 minutes | 3 months ago
Podcast19: Ways to manage credit card debt
What are the best ways to manage credit card debt? Gregory addresses where to start. Take a listen to this podcast and find out how Gregory answers the callers questions about their financial situation.Need financial guidance yourself? Give Gregory a call at 504-832-9200 to schedule a phone call or visit. gregoryricks.com Link talked about in this episode: https://zilchworks.com/
21 minutes | 3 months ago
Podcast18: When is the right time to use an annuity?
When is an annuity the right tool to use for you? Gregory and James go over what an annuity is along with the pros and cons. Is an annuity right for you?
22 minutes | 4 months ago
Podcast17: How to retire early
Thinking about retiring early? Check out this episode where we cover the challenges people face when turning on retirement. Gregory takes a caller asking about retirement readiness and more.Have any questions for Gregory? Let him know on the podcast tab of the gregoryricks.com webpage.
18 minutes | 4 months ago
Podcast16: How can I financially help my children pay for college?
Should you help you kids pay for college? How can I get to that point where I have the money to cover that kind of investment? Gregory and James talk the topic over and take a few callers trying to work through the topic.
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