Winning At Life With Gregory Ricks: Financial Talk Radio - Investing, Insurance, Financial Planning, 401k, Retirement

In this episode, Gregory Ricks is joined by Wes Blanchard of WJ Blanchard Law to discuss common mistakes that can ruin your estate plan and the importance of keeping your estate plan updated.  For financial news talk radio, tune into "Winning at Life with Gregory Ricks" on Saturday Mornings on:WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pmWBUV-News Talk 104.9 FM Biloxi - 10 am - 1 pmORFor financial news talk ON DEMAND, tune into the Ask Gregory Podcast for more financial topics that may interest you! Visit: https://gregoryricks.com/podcast/Download the Winning at Life app to never miss a replay!Investment Advisory products and services made available through AE Wealth Management, LLC or registered investment advisor, insurance products are offered through the insurance business Gregory Ricks and Associates, Incorporated AE wealth management does not offer insurance products, the insurance products offered by Gregory Ricks and Associates incorporated are not subject to investment advisor requirements. Inves

In this episode, Gregory Ricks is joined by Jude Heath of J. Heath and Co., CPA, to discuss tax planning for this upcoming 2026 tax season. Then, Gregory provides tips on how to avoid running out of money in retirement.For financial news talk radio, tune into "Winning at Life with Gregory Ricks" on Saturday Mornings on:WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pmWBUV-News Talk 104.9 FM Biloxi - 10 am - 1 pmORFor financial news talk ON DEMAND, tune into the Ask Gregory Podcast for more financial topics that may interest you! Visit: https://gregoryricks.com/podcast/Download the Winning at Life app to never miss a replay!Investment Advisory products and services made available through AE Wealth Management, LLC or registered investment advisor, insurance products are offered through the insurance business Gregory Ricks and Associates, Incorporated AE wealth management does not offer insurance products, the insurance products offered by Gregory Ricks and Associates incorporated are not subject to investment a

In this episode, Gregory Ricks is joined by Dwayne Stein, host of Mortgage Gumbo, to preview the 2026 housing market as well as potential changes coming from the Federal Reserve. Then, Jude Heath, of J. Heath & Company, joins the show to discuss tax planning ahead of the new year including the importance of Year-End Roth Conversions. For financial news talk radio, tune into "Winning at Life with Gregory Ricks" on Saturday Mornings on:WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pmWBUV-News Talk 104.9 FM Biloxi - 10 am - 1 pmORFor financial news talk ON DEMAND, tune into the Ask Gregory Podcast for more financial topics that may interest you! Visit: https://gregoryricks.com/podcast/Download the Winning at Life app to never miss a replay!Investment Advisory products and services made available through AE Wealth Management, LLC or registered investment advisor, insurance products are offered through the insurance business Gregory Ricks and Associates, Incorporated AE wealth management does not offer insura

In this episode, Gregory Ricks is joined by Attorney Wes Blanchard of WJ Blanchard Law, LLC., to discuss estate litigation issues including Usufruct and Powers of Attorney. Gregory also dives into the importance of annuities and investment returns in retirement.  For financial news talk radio, tune into "Winning at Life with Gregory Ricks" on Saturday Mornings on:WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pmWBUV-News Talk 104.9 FM Biloxi - 10 am - 1 pmORFor financial news talk ON DEMAND, tune into the Ask Gregory Podcast for more financial topics that may interest you! Visit: https://gregoryricks.com/podcast/Download the Winning at Life app to never miss a replay!Investment Advisory products and services made available through AE Wealth Management, LLC or registered investment advisor, insurance products are offered through the insurance business Gregory Ricks and Associates, Incorporated AE wealth management does not offer insurance products, the insurance products offered by Gregory Ricks and Associates

In this episode, Gregory Ricks is joined by Dwayne Stein, host of Mortgage Gumbo, to discuss why waiting to buy a home could end up costing you more and what a proposed 50-year mortgage plan could mean for home-buyers. Then, Gregory gives tips on how to make sure you don't outlive your retirement savings.For financial news talk radio, tune into "Winning at Life with Gregory Ricks" on Saturday Mornings on:WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pmWBUV-News Talk 104.9 FM Biloxi - 10 am - 1 pmORFor financial news talk ON DEMAND, tune into the Ask Gregory Podcast for more financial topics that may interest you! Visit: https://gregoryricks.com/podcast/Download the Winning at Life app to never miss a replay!Investment Advisory products and services made available through AE Wealth Management, LLC or registered investment advisor, insurance products are offered through the insurance business Gregory Ricks and Associates, Incorporated AE wealth management does not offer insurance products, the insurance produc

In this episode, Gregory Ricks is joined by Wes Blanchard of WJ Blanchard Law, LLC, to discuss the importance of estate planning, emphasizing the need for immediate action. Then, Gregory dives into year-end retirement account planning, including IRA contribution corrections, RMDs, and SEP IRA contributions, stressing the need for timely action to avoid penalties.For financial news talk radio, tune into "Winning at Life with Gregory Ricks" on Saturday Mornings on:WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pmWBUV-News Talk 104.9 FM Biloxi - 10 am - 1 pmORFor financial news talk ON DEMAND, tune into the Ask Gregory Podcast for more financial topics that may interest you! Visit: https://gregoryricks.com/podcast/Download the Winning at Life app to never miss a replay!Investment Advisory products and services made available through AE Wealth Management, LLC or registered investment advisor, insurance products are offered through the insurance business Gregory Ricks and Associates, Incorporated AE wealth managem

This episode features Gregory Ricks and Dwayne Stein of Mortgage Gumbo discussing new opportunities within the housing market. Then Jude Heath of J. Heath and Company joins the show with outlook on the upcoming 2026 tax season. For financial news talk radio, tune into "Winning at Life with Gregory Ricks" on Saturday Mornings on:WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pmWBUV-News Talk 104.9 FM Biloxi - 10 am - 1 pmORFor financial news talk ON DEMAND, tune into the Ask Gregory Podcast for more financial topics that may interest you! Visit: https://gregoryricks.com/podcast/Download the Winning at Life app to never miss a replay!Investment Advisory products and services made available through AE Wealth Management, LLC or registered investment advisor, insurance products are offered through the insurance business Gregory Ricks and Associates, Incorporated AE wealth management does not offer insurance products, the insurance products offered by Gregory Ricks and Associates incorporated are not subject to inv

This episode, Gregory Ricks discusses the financial and economic impacts of the recent government shutdown. He also emphasizes the importance of long term investment strategies and estate planning. Gregory then dives into the 7 things you should own in retirement.For financial news talk radio, tune into "Winning at Life with Gregory Ricks" on Saturday Mornings on:WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pmWBUV-News Talk 104.9 FM Biloxi - 10 am - 1 pmORFor financial news talk ON DEMAND, tune into the Ask Gregory Podcast for more financial topics that may interest you! Visit: https://gregoryricks.com/podcast/Download the Winning at Life app to never miss a replay!Investment Advisory products and services made available through AE Wealth Management, LLC or registered investment advisor, insurance products are offered through the insurance business Gregory Ricks and Associates, Incorporated AE wealth management does not offer insurance products, the insurance products offered by Gregory Ricks and Associates

This episode, Gregory Ricks explains how spousal and survivor benefits can impact your Social Security as well as tax efficient ways to sell your business or real estate. Gregory also discusses what to do with your 401(K) if you are fired before retirement.For financial news talk radio, tune into "Winning at Life with Gregory Ricks" on Saturday Mornings on:WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pmWBUV-News Talk 104.9 FM Biloxi - 10 am - 1 pmORFor financial news talk ON DEMAND, tune into the Ask Gregory Podcast for more financial topics that may interest you! Visit: https://gregoryricks.com/podcast/Download the Winning at Life app to never miss a replay!Investment Advisory products and services made available through AE Wealth Management, LLC or registered investment advisor, insurance products are offered through the insurance business Gregory Ricks and Associates, Incorporated AE wealth management does not offer insurance products, the insurance products offered by Gregory Ricks and Associates incorp

This episode features Gregory Ricks and Dwayne Stein, host of 'Mortgage Gumbo', discussing how to build wealth through Real Estate. Jude Heath, CPA with J. Heath & Co., also joins the show to talk about changes coming to the IRS and how that could impact your tax filings. Plus, Gregory shares 7 things you should own in retirement. For financial news talk radio, tune into "Winning at Life with Gregory Ricks" on Saturday Mornings on:WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pmWBUV-News Talk 104.9 FM Biloxi - 10 am - 1 pmORFor financial news talk ON DEMAND, tune into the Ask Gregory Podcast for more financial topics that may interest you! Visit: https://gregoryricks.com/podcast/Download the Winning at Life app to never miss a replay!Investment Advisory products and services made available through AE Wealth Management, LLC or registered investment advisor, insurance products are offered through the insurance business Gregory Ricks and Associates, Incorporated AE wealth management does not offer insurance

Dwayne Stein from Mortgage Gumbo joined the show to discuss a 40% year-over-year jump in mortgage applications, steady interest rates, and the potential impact of the new Vantage 4.0 credit scoring model—which pulls data from all three bureaus and could expand access to homeownership. They explored how credit, rates, and property values are influencing different types of buyers and what it all means for the future of lending. Gregory also broke down current market conditions, including the effects of tariffs and the possibility of future rate cuts from the Federal Reserve, pointing to signs of economic resilience despite volatility. Looking ahead to 2025, he outlined key tax changes: a new $15,750 standard deduction for individuals, a $6,000 bonus for seniors 65+, a temporary $40,000 SALT deduction cap for those earning under $500K, and a $2,200 Child Tax Credit increase. Other updates include no taxes on tips or overtime up to $25,000 for singles and $50,000 for couples, a permanent $750,000 limit on mortgag

In this episode of "Winning at Life," Gregory Ricks discusses the critical importance of proactive estate planning with Wes Blanchard, highlighting how updating wills and beneficiary designations can prevent future legal disputes. They stress the value of using trusts for estate management and protection, urging listeners to start the planning process early to secure financial well-being and simplify future successions. For LIVE financial news talk radio, tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pmWBUV-News Talk 104.9 FM Biloxi - 10 am - 1 pmORFor financial news talk ON DEMAND, tune into the Ask Gregory Podcast for more financial topics that may interest you! Visit: https://gregoryricks.com/podcast/Download the Winning at Life app to never miss a replay!Investment Advisory products and services made available through AE Wealth Management, LLC or registered investment advisor, insurance products are offered through the insurance

On this week's episode of Winning at Life, Gregory Ricks and Dwayne Stein cover rising mortgage rates, real estate pitfalls, and how global tensions may influence markets. Hear Gregory’s personal scam story, tips to protect seniors from fraud, and more about Roth IRAs, annuities, and investment strategies. For LIVE financial news talk radio, tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pmWBUV-News Talk 104.9 FM Biloxi - 10 am - 1 pmORFor financial news talk ON DEMAND, tune into the Ask Gregory Podcast for more financial topics that may interest you! Visit: https://gregoryricks.com/podcast/Download the Winning at Life app to never miss a replay!Investment Advisory products and services made available through AE Wealth Management, LLC or registered investment advisor, insurance products are offered through the insurance business Gregory Ricks and Associates, Incorporated AE wealth management does not offer insurance products, the insu

In this special 15th anniversary episode of Winning at Life with Gregory Ricks, Gregory reflects on the journey of building a financial radio show and firm over the past 15 years. Packed with heartfelt stories, guest appearances from team members and advisors, and meaningful listener calls, the show celebrates the lives impacted through thoughtful financial advice and a commitment to service. Topics include the evolution of the show, tax updates, estate planning risks, business sale strategies, risk tolerance versus capacity, and the importance of a team-based approach to financial planning. Tune in for real stories,  financial insights, and a tribute to the people behind the mission of helping others win with their money.For LIVE financial news talk radio, tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pmWBUV-News Talk 104.9 FM Biloxi - 10 am - 1 pmOR For financial news talk ON DEMAND, tune into the Ask Gregory Podcast for more finan

 In this week’s episode, Gregory Ricks dives into the unexpected risks of not having your estate planning in place—with expert insight from estate planning attorney Wes Blanchard. From last-minute will changes to health scares that can derail your financial future, they cover the must-do documents and how to handle things a la carte if life catches you off guard. Then, CPA Jude Heath joins the show to break down real-world tax complications and the hidden pitfalls do-it-yourselfers face when they try to go it alone. Whether you’re managing your 401(k) or facing an IRS notice, there’s something in this episode to help you win with your money—today and long-term. For LIVE financial news talk radio, tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pmWBUV-News Talk 104.9 FM Biloxi - 10 am - 1 pmWBRP-107.3 FM Baton Rouge - 11 am - 1 pmORFor financial news talk ON DEMAND, tune into the Ask Gregory Podcast for more financial topics that may in

In this week's episode of Winning at Life, Gregory Ricks is joined by CPA Jude Heath for a deep dive into smart tax planning strategies for 2025 and beyond. From surviving correction notice season to maximizing Roth conversions, Jude brings insider insights fresh off the heels of a hectic tax season. Plus, they unpack the latest on proposed “MAGA” savings accounts for kids, creative legacy planning ideas, and the surprising potential for a Pope to file a U.S. tax return. For LIVE financial news talk radio, tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pmWBUV-News Talk 104.9 FM Biloxi - 10 am - 1 pmWBRP-107.3 FM Baton Rouge - 11 am - 1 pmORFor financial news talk ON DEMAND, tune into the Ask Gregory Podcast for more financial topics that may interest you! Visit: https://gregoryricks.com/podcast/

Winning at Life with Gregory Ricks | The Weekly Wrap 05.10.25 He’s back! Gregory Ricks has returned to Winning at Life after a brief break—refreshed and ready to help you take control of your financial future. This week, Gregory sat down with wealth advisor Brandon Blanchard for a powerful conversation on planning strategies and how to make your money work harder—especially when it comes to giving and long-term goals.With over 40 years in the financial world, Gregory knows what works—and why having the right advisor matters. He also teased a few big things coming up, including a special estate and tax planning workshop on June 26 and a milestone anniversary celebration for his company. Plus, some eye-opening stories from the real world—and a reminder that your financial health deserves the same attention as your physical health. For LIVE financial news talk radio, tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pmWBUV-News Talk 104.9 F

In this comprehensive episode of "Winning at Life® with Gregory Ricks," host Gregory Ricks tackles a wide range of critical financial topics, from the latest developments in government legislation and economic trends to the importance of having open conversations with family members about their financial well-being.Gregory is joined by Dwayne Stein, a contributor to the show, as they discuss the impact of the real estate market and the mortgage industry. These two also delve into the benefits of personalized mortgage services and the challenges of online quotes. Interest Rates and Economic TrendsThe Impact of Tariffs on Car ManufacturersStudent Loan Debt and Credit ScoresMarket Performance and Investment StrategiesSocial Security Changes and Benefits

In this episode, Gregory covers Investment strategies and diversification, Medicare, Tax implications of Social Security benefits, and Strategies for managing healthcare costs and choosing the right plan.Joined by Brandon Blanchard Wealth Advisor at Gregory Ricks & Associates. Brandon works alongside Gregory Ricks and specializes in helping clients navigate Medicare decisions, offering personalized guidance on healthcare coverage options during retirement.Medicare Medicare enrollment options at age 65 Differences between Medicare Advantage and Medicare Supplement plans Earnings limits and considerations when claiming Medicare  Importance of understanding healthcare coverage before retirement Strategies for managing healthcare costs and choosing the right plan Social Security  Explained rules for claiming benefits before and at full retirement age Discussed potential benefit reductions and earnings limits Provided tax implications for Social Security benefits Financial Planning Shared insights on investmen

In this episode of Winning at Life® with Gregory Ricks, Gregory discusses government spending, concerns about national debt, the need to reduce deficit spending, and the importance of balancing the budgets. Gregory shares insights on market volatility and recent market downturn. This episode is a must-listen for anyone concerned about maximizing their retirement income and protecting their nest egg.Key Takeaways: Start retirement planning early Importance of asset allocation Advice for 401(k) management Know your risk number Be proactive about health and finances Whether you're retired, nearing retirement, or just starting to save, this episode provides valuable insights to help you win at life financially. Tune in now!For LIVE financial news talk radio, tune into "Winning at Life® with Gregory Ricks" LIVE on Saturday on:WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pmWBUV-News Talk 104.9 FM  Biloxi - 10 am - 1 pmORFor financial news talk ON DEMAND, tune into the Ask Gregory Podcast for more financial topic