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Wednesday Q&A
Wednesday Q&A: What Does a First Visit Really Look Like?
What Really Goes on in a First Visit? Want to know what happens when you come in for a 1st visit with our firm? Gregory and Brandon Bergeron, wealth advisor,…
Read MoreWednesday Q&A: What Can I Do With My Roth IRA After 5 Years?
What Can I Do With My Roth IRA After 5 Years? Let’s talk timing. How long does my money have to stay in my Roth IRA? What can I do…
Read MoreWednesday Q&A Roth Ira As An Alternative To Emergency Savings?
Roth Ira As An Alternative To Emergency Savings? Let’s talk about savings statistics. Do you fall into any of these categories? What are the latest options for alternatives to emergency…
Read MoreWednesday Q&A Should I leave an inheritance for my children?
Should I leave an inheritance for my children? A Winning at Life caller says that he will not leave an inheritance for his children. Find out why! Do you have…
Read MoreWednesday Q&A How do you get the most out of Social Security?
How do you get the most out of Social Security? Gregory dives into the best ways to get the most from your Social Security benefits in this Winning at Life…
Read MoreWednesday Q&A What are the options regarding Social Security benefits for widows and their children?
What are the options regarding Social Security benefits for widows and their children? Gregory helps a Winning at Life caller find out the Social Security benefit options for widows and children.…
Read MoreWednesday Q&A How can I perform better than the average investor?
How can I perform better than the average investor? On this episode of the Ask Gregory Podcast, find out how you can beat the average investor. Do you have questions…
Read MoreWednesday Q&A How do I create more sources of income in retirement?
How do I create more sources of income in retirement? On this episode of the Ask Gregory Podcast, find out how you can create more sources of income in retirement.…
Read MoreWednesday Q&A What are the tax implications when selling a second home?
What are the tax implications when selling a second home? On this episode of the Ask Gregory Podcast, Gregory explains whether or not there are tax implications when selling a…
Read MoreWednesday Q&A How does Social Security view an annulled marriage?
How does Social Security view an annulled marriage? On this episode of the Ask Gregory Podcast, Gregory helps a caller understand how Social Security views a marriage that has been annulled.…
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