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May – June 2018 Newsletter

By Gregory Ricks | July 5, 2018 | 3,792 Comments

Check out our May – June 2018 Newsletter    

Winning at Life Daily Wrap: 05.23.18

By Gregory Ricks | May 24, 2018 | 4,215 Comments

Do YOU know when you should turn on your Social Security retirement benefit? People over age 50 scored pretty badly on a Social Security survey, so don’t feel bad if you don’t know. Gregory explains some of the basics on figuring out when you should turn on Social Security. Now that the kids are out…

Winning at Life Daily Wrap: 05.22.18

By Gregory Ricks | May 23, 2018 | 1,026 Comments

She was fed up with working, and asked Gregory help her retire at the end of the year. Gregory sets up a retirement income plan that’s over $50k a year, including Social Security, that will be virtually untaxed. The Guided Planning System shows where she will be financially throughout retirement. No matter what your age…

Winning at Life: Guest Dwayne Stein’s Bitcoin Disaster

By Gregory Ricks | May 22, 2018 | 3,846 Comments

Have you ever thought about investing in Bitcoins? Our guest, Dwayne Stein, reveals his disastrous experiment in Bitcoin and talks about ways the rising interest rates are affecting your mortgage options. Watch this video to learn more about Bitcoins! Dwayne Stein, the host of Mortgage Gumbo radio show, is part of our Total Wealth Authority team.…

Winning at Life: What Changes About Your 401k Distribution Rules After You Work Past 71 Years Old?

By Gregory Ricks | May 22, 2018 | 3,064 Comments

Gregory explains how the rules for Required Minimum Distributions are calculated for a 401k after age 71 if you are still working at that job. Watch this video to find out!  

Winning at Life: Alex from Kenner Asks About Taxes When Inheriting a House

By Gregory Ricks | May 22, 2018 | 119 Comments

Alex in Kenner asks Gregory how the taxes are figured for a trio of brothers inheriting a house. Watch this video to learn more about this unique situation!  

Winning at Life Daily Wrap: 05.21.18

By Gregory Ricks | May 21, 2018 | 3,443 Comments

What happens if the rules on your employer’s retirement plan don’t match up with the rules of a regular 401k or IRA? Gregory explains how to tell which rule applies to your situation. The proportion of people over 65 still in the workforce is booming. Much of it is because we are healthier, maybe we…

Winning at Life Weekly Wrap: 05.19.18

By Gregory Ricks | May 20, 2018 | 29 Comments

Gregory’s flight had an aborted landing at the New Orleans airport, and they had to go wait out the bad weather in Jackson. It’s a pretty harrowing experience, but the airline seemed to handle it OK. PT Barnum’s financial advice from the 1880s stands the test of time well. Gregory and James discuss some of…

Winning at Life: Bill from Metairie Asked About Managing Social Security If You Are Self-Employed

By Gregory Ricks | May 18, 2018 | 7,345 Comments

Bill in Metairie is self-employed and hasn’t been claiming much income on his taxes throughout the years. Now, he’s concerned his Social Security check is paying the price.      

Winning at Life Daily Wrap: 05.16.18

By Gregory Ricks | May 17, 2018 | 599 Comments

How much does it REALLY cost to own a home in retirement? While it can be nice to have your home paid off in retirement, it may be better to have the cash on hand instead of plowing it into your house. An expert advisor on retirement planning admits to messing up her own distributions…



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