Ask Gregory: Podcast - Income & Retirement Planning

Jan 09 2025 112 ep. 18 mins 5
Ask Gregory: Podcast - Income & Retirement Planning artwork

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

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Podcast 112: Conversations People Should Be Having (But Don't)

Jan 09 2025 40 mins  
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, financial advisor Gregory Ricks shares why it's crucial to have open dialogues about topics like estate planning, retirement readiness, long-term care, and

Podcast 111: Navigating Retirement Finances - Strategies to Help Secure Your Future with CPA Jude Heath

Dec 17 2024 18 mins  
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 benefits and understanding tax implications, effective debt management and building an emergency fund, smart investment approaches to help g

Podcast 110: Navigating Entity Registrations and Charitable Giving Strategies

Dec 05 2024 28 mins  
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, including deadlines and penalties for non-compliance. The conversation also covers the intricacies of setting up charitable trusts and family foun

Podcast 109: Why Navigating Estate Planning for Retirement is Critical

Nov 19 2024 26 mins  
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 getting your affairs in order before it's too late.Wes shares real-life stories that highlight the dangers of procrastination and the conseque

Podcast 108: Help Protect YOUR Wealth & Cover YOUR Essentials with guest Wes Blanchard

Nov 06 2024 25 mins  
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 of uninsured and underinsured motorist protection, and ways to safeguard your assets. Together, they tackle common misconceptions about insurance

Podcast 107: Mastering Tax Season: Insider Tips from CPA Jude Heath

Jun 12 2024 19 mins  
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 tax preparation. We discuss the growing trend of remote clients, especially from California, and the new beneficial ownership interest

Podcast 106: Planning for Life's Inevitabilities: Social Security and Loss

Nov 06 2023 17 mins  
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 more episodes like this head over to www.gregoryricks.com/podcastFor the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Sat

Podcast 105: Legacy Matters: Making Wills and Trusts Work for You

Oct 23 2023 30 mins  
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 and act upon for your financial future. For more episodes like this head over to www.gregoryricks.com/podcastFor the latest in financial news

Podcast 104: The Homebuyer's Guide: Unmasking Real Estate Myths

Sep 05 2023 20 mins  
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 informed decisions in today's housing market.For more episodes like this head over to www.gregoryricks.com/podcastFor the latest in financial news

Podcast 103: The Biggest Little Farm: A Financial Movie with Lessons for Investors

Jul 10 2023 24 mins  
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 investment portfolio.A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast103For mor