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Posts Tagged ‘Podcast’

PODCAST 37: Financial Questions You Should Ask Before You Get Married

December 17, 2020

Check out our complimentary download, Building your fiscal house to weather the elements below. If you have any questions please give us a call at 504-832-9200    

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PODCAST 36: What Are the Rules for 403b Savings Plans

December 17, 2020

Check out our complimentary download, 5 Things to do with your old 401k below. If you have any questions please give us a call at 504-832-9200    

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PODCAST 35: How Does the Surrender Period on Annuities Work?

November 3, 2020

Check out our complimentary download, The ABCs of Fixed Index Annuities below. If you have any questions please give us a call at 504-832-9200    

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PODCAST 34: What Happens to Your SSI Benefits When You Reach Social Security Age?

November 3, 2020

Check out our complimentary download, Social Security Decisions Guide below. If you have any questions please give us a call at 504-832-9200    

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PODCAST 33: Saving on Taxes with Net Unrealized Appreciation

October 23, 2020

Check out our complimentary download, Tax Strategies for Retirement below. If you have any questions please give us a call at 504-832-9200    

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PODCAST 32: Are Stock Slices a Good Idea?

October 23, 2020

Check out our complimentary download, Work smarter, not harder below. If you have any questions please give us a call at 504-832-9200    

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PODCAST 31: What Are the Blacklisted Asset Classes?

October 23, 2020

Check out our complimentary download, Understanding Market Corrections below. If you have any questions please give us a call at 504-832-9200    

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PODCAST 30: How to Turn Your Assets into a Monthly Check

October 5, 2020

Check out our complimentary download, How do interest rates play a role in retirement income strategies below. If you have any questions please give us a call at 504-832-9200    

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PODCAST 29: What Questions Should You Ask Your Trustee

October 5, 2020

Check out our complimentary download, 5 Financial Planning Mis-steps to dodge below. If you have any questions please give us a call at 504-832-9200    

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PODCAST 28: Here is What You Need to Know About Annuity Fees

October 5, 2020

Check out our complimentary download, The ABCs of Fixed Index Annuities below. If you have any questions please give us a call at 504-832-9200    

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Insurance products are offered through the insurance business Gregory Ricks & Associates, Inc. Gregory Ricks & Associates, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Gregory Ricks & Associates, Inc. are not subject to Investment Adviser requirements.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

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The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

The guided planning system is our trademarked system, it does not promise or guarantee investment results or preservation of principal nor does it represent a certain level of skill. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Gregory Ricks & Associates has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice. AEWM, Gregory Ricks & Associates, WJ Blanchard Law, LLC, J Heath & Co. and Mortgage Gumbo are not affiliated companies. 2195329 - 4/24

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