01:22 - Where's the yield? The stock market is trending downward for the last few weeks, bonds rates are painfully low, interests on savings accounts and CDs are microscopic... where does an investor make money in a market like this?
04:33 - Student loan debt is hindering the ability of those borrowers to save for retirement. This is especially true for parents helping adult children, but how much is too much help for your grown kids?
15:56 - Rocky in Slidell asks Gregory if he can use the Back Door Roth method to get the proceeds from the sale of a house to into a Roth IRA.
24:13 - Gregory previews his three upcoming Gregory Ricks Live events in Madisonville, Metairie, and Biloxi.
27:01 - Paul in Denham Springs has a huge IRA, and wants to convert as much of that as possible to a Roth IRA so he doesn't have to pay higher taxes down the road. Gregory says it's all about tax bracket management, and doing strategic Roth conversions over time may be the best way to minimize taxes on Roth IRA conversions.
33:15 - The Mega Back Door Roth is a way to make a massive Roth conversion from investments at your company plan or IRA, and you do not want to try and pull this off without some guidance from a financial professional.
38:50 - Mimi in Gulfport asks Gregory if her husband currently receiving a disability check from Social Security could possibly get more money by switching to spousal benefits from HER Social Security record when she turns on her benefit.
45:09 - Estate Planning Attorney Wes Blanchard joins to show to flesh out more of how the SECURE Act could affect Financial Planning and Estate Planning. If the new law takes away the stretch option on inherited IRAs, what estate planning strategies can be used to acheive a similar goal?
49:47 - Arlette in Loranger is having issues getting Medicaid to help with her husband's long-term care costs. Their primary residence is in a revokable trust, and are being told that the structure of the trust is causing Medicaid to count those assets. Wes and Gregory suspect it may be time to revoke that trust, and get it right with a new one.
1:05:30 - Mary in Raceland is having her Social Security benefit hit with the Windfall Elimination Provision, and wants to know if her husband will be affected if he takes her spousal benefit when she passes.
1:08:11 - What happens to all of these civil lawsuits against Epstein now that he's dead? Wes Blanchard explains how the legal system handles the passing of the subject of a lawsuit.
1:18:59 - Handwritten wills are the cause of a couple of cases Wes is handling lately. People writing their own wills may be more common than you think, but the convenience and cost of doing it yourself may have a huge price to pay later.
1:27:04 - China trade tensions are driving the downward trend in the stock markets, and Gregory doesn't see a deal happening before the 2020 elections. The awful audio from Trump in front of the helicopter gives us a pretty good idea of what's coming up in trade talks.
http://www.WinningAtLife.com
