Gregory Ricks
Ask Gregory: Podcast - Income & Retirement PlanningEpisodes
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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
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, w
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 a
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 inform
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 inve
With the news surrounding ESGs and how those regulatory divides could pose some challenges, diversification is key! In this episode of Ask Gregory, Gregory talks through how ESGs could affect the market and what moves he makes to ensure that h
A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast102For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10
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 l
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.A complimentary download to pair with this episode can be found on the po
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. A complimentary download to pair with this episod
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
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 complimen
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
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
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 compliment
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/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 sa
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
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 p
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
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 pa
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.gregoryrick
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.c
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 ab
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/pod
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