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Episode 1324: The Weekly Wrap 2.1.25

2:19:53
 
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Manage episode 464966953 series 1098924
Content provided by Winning at Life with Gregory Ricks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Winning at Life with Gregory Ricks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this episode of Winning at Life®, host Gregory Ricks dives into the latest updates on the Social Security Fairness Act and how it will impact retirees. He's joined by Wealth Advisor Brandon Blanchard to discuss the challenges the Social Security Administration is facing in implementing the new law, and the importance of having a diversified retirement portfolio to weather market volatility. Mortgage professional Dwayne Stein also provides insights on the current state of the housing market and strategies for home buyers.
The conversation also covers crucial financial planning topics for couples, including the importance of open communication about money, combining finances, and aligning on long-term goals. Gregory shares insights on avoiding common mistakes like carrying too much stock market risk in retirement.
Listeners will learn practical steps to take, such as setting up a My Social Security account, reaching out to financial advisors for guidance, and attending upcoming workshops on tax planning for retirement. This episode is a must-listen for anyone concerned about maximizing their retirement income and protecting their nest egg.
Key Takeaways:

  • Updates on the Social Security Fairness Act and implementation challenges
  • Strategies for building a balanced retirement portfolio
  • Tips for couples to have productive money conversations
  • Importance of proactive financial planning and annual reviews

Whether you're retired, nearing retirement, or just starting to save, this episode provides valuable insights to help you win at life financially. Tune in now!
For LIVE financial news talk radio, tune into "Winning at Life® with Gregory Ricks" LIVE on Saturday on:
WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pm
WBUV-News Talk 104.9 FM Biloxi - 10 am - 1 pm
OR
For financial news talk ON DEMAND, tune into the Ask Gregory Podcast for more financial topics that may interest you! Visit: https://gregoryricks.com/podcast/

  continue reading

41 episodes

Artwork
iconShare
 
Manage episode 464966953 series 1098924
Content provided by Winning at Life with Gregory Ricks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Winning at Life with Gregory Ricks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this episode of Winning at Life®, host Gregory Ricks dives into the latest updates on the Social Security Fairness Act and how it will impact retirees. He's joined by Wealth Advisor Brandon Blanchard to discuss the challenges the Social Security Administration is facing in implementing the new law, and the importance of having a diversified retirement portfolio to weather market volatility. Mortgage professional Dwayne Stein also provides insights on the current state of the housing market and strategies for home buyers.
The conversation also covers crucial financial planning topics for couples, including the importance of open communication about money, combining finances, and aligning on long-term goals. Gregory shares insights on avoiding common mistakes like carrying too much stock market risk in retirement.
Listeners will learn practical steps to take, such as setting up a My Social Security account, reaching out to financial advisors for guidance, and attending upcoming workshops on tax planning for retirement. This episode is a must-listen for anyone concerned about maximizing their retirement income and protecting their nest egg.
Key Takeaways:

  • Updates on the Social Security Fairness Act and implementation challenges
  • Strategies for building a balanced retirement portfolio
  • Tips for couples to have productive money conversations
  • Importance of proactive financial planning and annual reviews

Whether you're retired, nearing retirement, or just starting to save, this episode provides valuable insights to help you win at life financially. Tune in now!
For LIVE financial news talk radio, tune into "Winning at Life® with Gregory Ricks" LIVE on Saturday on:
WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pm
WBUV-News Talk 104.9 FM Biloxi - 10 am - 1 pm
OR
For financial news talk ON DEMAND, tune into the Ask Gregory Podcast for more financial topics that may interest you! Visit: https://gregoryricks.com/podcast/

  continue reading

41 episodes

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