Ask Gregory: Podcast - Income & Retirement Planning
Financial Radio show host and Wealth Advisor Gregory Ricks answers questions from retirees and those preparing for retirement in this informational podcast. Hosted by Gregory Ricks. *Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Gregory Ricks & Associates are not affiliated companies. 00650347
Episodes
117 episodes
Podcast 117: Unexpected Surprises After Buying a Home – What Now?
Buying a home is exciting—until the surprises start. In this episode, Gregory Ricks and mortgage professional Dwayne Stein of Mortgage Gumbo answer a caller’s question and walk through what happens when post-purchase problems pop up, w...
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Episode 117
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23:09
Podcast 116: Are You Financially Prepared to Lose a Loved One?
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 afterma...
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Episode 116
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16:15
Podcast 115: Timely Withdrawals, Strategic Giving, and Finding a Financial Advisor
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 ...
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Episode 115
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38:19
Podcast 114: Unfair Advantage? Breaking Down the Social Security Fairness Act
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 ...
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Episode 114
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22:36
Podcast 113: Shifting Your Mindset to Build Stronger Financial Habits
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 en...
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Episode 113
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18:45
Podcast 112: Conversations People Should Be Having (But Don't)
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, fin...
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40:17
Podcast 111: Navigating Retirement Finances - Strategies to Help Secure Your Future with CPA Jude Heath
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 ...
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18:38
Podcast 110: Navigating Entity Registrations and Charitable Giving Strategies
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, includ...
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28:13
Podcast 109: Why Navigating Estate Planning for Retirement is Critical
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 ge...
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26:45
Podcast 108: Help Protect YOUR Wealth & Cover YOUR Essentials with guest Wes Blanchard
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...
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25:25
Podcast 107: Mastering Tax Season: Insider Tips from CPA Jude Heath
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 pr...
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19:11
Podcast 106: Planning for Life's Inevitabilities: Social Security and Loss
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/podcast106
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17:56
Podcast 105: Legacy Matters: Making Wills and Trusts Work for You
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...
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Season 10
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Episode 105
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30:24
Podcast 104: The Homebuyer's Guide: Unmasking Real Estate Myths
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...
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Episode 104
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20:14
Podcast 103: The Biggest Little Farm: A Financial Movie with Lessons for Investors
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...
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24:15
Podcast 102: Can Assuming a VA Loan Be a Smart Move for Veterans?
A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast102
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Season 11
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Episode 102
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11:30
Podcast 101: The Art of the Negotiation
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/podcas...
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Season 11
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Episode 101
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17:34
Podcast 100: How Do You Prepare Your Portfolio for What's Coming?
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 o...
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Season 11
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Episode 100
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12:39
Podcast 99: What's the Impact of President Biden's Student Loan Forgiveness?
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...
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Season 10
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Episode 99
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19:29
Podcast 98: Are You Aware of New IRS Changes that Could Affect Your IRA?
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...
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Season 10
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Episode 98
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19:20
Podcast 97: What Can I Do with My Portfolio to help Beat Inflation?
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.
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Season 10
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Episode 97
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11:56
Podcast 96: Can Backdoor Roth Conversions Help to Create Tax-free Income?
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 ...
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Season 10
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Episode 96
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15:18
Podcast 95: How are Rising Interest Rates Affecting the Housing Market?
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 ...
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Season 10
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Episode 95
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15:13
Podcast 94: Is the US Economy on the Verge of a Recession?
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 co...
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Season 10
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Episode 94
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12:03
Podcast 93: Can I Claim My Ex-Spouse's Social Security Benefits?
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...
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Season 10
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Episode 93
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11:44