Podcast
Podcast 112: Conversations People Should Be Having (But Don’t)
As a family, have you been putting off important discussions about finances, estate planning, and long-term care? Many of us know we should be having these critical conversations, but they…
Read MorePodcast 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…
Read MorePodcast 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…
Read MorePodcast 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,…
Read MorePodcast 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…
Read MorePodcast 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,…
Read MorePodcast 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. Get your…
Read MorePodcast 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…
Read MorePodcast 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…
Read MorePodcast 103: The Biggest Little Farm: A Financial Movie with Lessons for Investors
Join Gregory Ricks 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…
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