Join Gregory, CEO & Wealth Advisor of Gregory Ricks Total Wealth, as he discusses a wide range of financial topics, providing education, insights, and helpful information for your financial journey. Whether you’re interested in retirement strategies, market trends, or general financial wellness, this show is designed to keep you in the know! Subscribe to our YouTube Channel ------------------------------------------------------------------ Insurance products are offered through the insurance business Gregory Ricks Total Wealth. Gregory Ricks Total Wealth 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 Total Wealth 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. Any references to protection, safety, or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This video is intended for informational purposes only. It 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. Gregory Ricks Total Wealth is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Gregory Ricks Total Wealth. This podcast show is intended for informational purposes only. It 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. ]]>
Listen to episodes
60 recent
August 3, 2026Episode 136427 min
Episode 1364: A Deep Dive into Trump Accounts | S1E13 Winning at Life
Gregory Ricks discusses the complexities of Trump accounts, a new tax-deferred savings vehicle for children. Contributions include a one-time $1,000 seed from the federal government for children born between 2025 and 2028, individual contributions up to $5,000 annually (indexed for inflation), employer contributions up to $2,500 per year, and contributions from tax-exempt organizations without a limit.
July 23, 2026Episode 136329 min
Episode 1363: How Social Security Calculates Retirement Benefits | S1E12 Winning at Life
How Does Social Security Calculate Your Retirement Benefit? Confused about how Social Security figures out your benefits? Gregory breaks it down in simple, clear terms—covering the 35-year rule, inflation adjustments, and common questions about maximizing your retirement income. If you have questions or would like to discuss your unique financial situation, schedule your no-obligation, 15 minute consultation with Gregory Ricks Total Wealth TODAY: https://gregoryricks.com/schedule-a-v... Don't live near or office or just have a busy schedule? No-obligation virtual consultations now available: https://gregoryricks.com/virtual-cons...
July 20, 2026Episode 136224 min
Episode 1362: The Color of Money: Why Asset Allocation Matters | S1E11 Winning at Life
In Episode 11 of the Winning at Life Podcast, Gregory Ricks explores why your investment success depends more on strategic asset allocation than trying to time the market. Gregory breaks down why chasing market highs and lows is a losing game—even for the pros—and shows how a well-balanced portfolio built around your goals, risk tolerance, and time horizon may give you more reliable, long-term results. Drawing on historical market data, he explains the importance of staying invested, compounding early and often, and diversifying—not just by stocks and bonds, but across asset types, from growth to liquidity to protection (the “primary colors” of your financial plan). You’ll learn how to think about money management using “the colors” of your financial life, and why the secret isn’t guessing what comes next, but being prepared for anything. If you have questions or would like to discuss your unique financial situation, schedule your no-obligation, 15 minute consultation with Gregory Ricks Total Wealth TODAY: https://gregoryricks.com/schedule-a-v... Don't live near or office or just have a busy schedule? No-obligation virtual consultations now available: https://gregoryricks.com/virtual-cons...
July 20, 2026Episode 136128 min
Episode 1361: Finance Tips For Life & Business From a CPA | S1E10 Winning at Life
In Episode 10 of Winning at Life, Gregory Ricks sits down with Jude Heath, CPA and owner at J. Heath & Co. Together, they dive into real-world finance essentials for individuals, families, and business owners: Why the IRS is less helpful to the average taxpayer—and what you can do about it The game-changing importance of up-to-date bookkeeping and regular financial check-ins Clever habits for tracking your net worth and household budget How couples can build better financial communication and start marriage on the right foot Tips for navigating tax season, business growth, and managing cash flow in any economy If you have questions or would like to discuss your unique financial situation, schedule your no-obligation, 15 minute consultation with Gregory Ricks Total Wealth TODAY: https://gregoryricks.com/schedule-a-v... Don't live near or office or just have a busy schedule? No-obligation virtual consultations now available: https://gregoryricks.com/virtual-cons...
July 20, 2026Episode 136024 min
Episode 1360: The 4% Rule: Guidelines for Retirement Income | S1E9 Winning at Life
If you have questions or would like to discuss your unique financial situation, schedule your no-obligation, 15 minute consultation with Gregory Ricks Total Wealth TODAY: https://gregoryricks.com/schedule-a-v... --------- Don't live near or office or just have a busy schedule? No-obligation virtual consultations now available: https://gregoryricks.com/virtual-cons... Join Gregory Ricks on the Winning at Life podcast as he dives into the 4% rule for retirement income: what it means, why it matters, and how to apply it to your own financial situation. Gregory shares insights on sequence of return risk, spending strategies, and the importance of ongoing planning for a secure retirement. Real-life examples and helpful tips make this episode a must-watch for anyone thinking about their retirement future.
July 20, 2026Episode 135923 min
Episode 1359: Roth IRA Playbook for Tax-Free Retirement | S1E8 Winning at Life
Curious if tax-free retirement is actually possible? This week on Winning at Life, Gregory Ricks sits down with Wealth Advisor Mason Goynes to break down the Roth IRA Playbook for Tax-Free Retirement. Learn how Roth conversions work, why timing and tax brackets matter, and how to supercharge your legacy planning. Get practical steps, hidden pitfalls, and real-world examples so you can make your money work for you and not just the IRS! If you have questions or would like to discuss your unique financial situation, schedule your no-obligation, 15 minute consultation with Gregory Ricks Total Wealth TODAY: https://gregoryricks.com/schedule-a-v... Don't live near or office or just have a busy schedule? No-obligation virtual consultations now available: https://gregoryricks.com/virtual-cons...
July 20, 2026Episode 135828 min
Episode 1358: Get the Most from Your Old 401(k) | S1E7 Winning at Life
If you have questions or would like to discuss your unique financial situation, schedule your no-obligation, 15 minute consultation with Gregory Ricks Total Wealth TODAY: https://gregoryricks.com/schedule-a-v... Don't live near or office or just have a busy schedule? No-obligation virtual consultations now available: https://gregoryricks.com/virtual-cons... In this episode of "Winning at Life," Gregory welcomes Mason Goynes for a deep dive on how to handle IRA and 401(k) rollovers when you change jobs or retire. Learn the little-known rules, avoid the expensive tax pitfalls, and maximize your employer match. Tune in Wednesdays at 3 PM for financial strategies you can really use, and don’t forget to subscribe!
June 11, 2026Episode 135728 min
Episode 1357: The Rubber Duck Rule and Tax Planning | S1E6 Winning at Life
Are you sure you’re asking the right questions about your retirement tax plan? On this week’s episode of Winning at Life, Gregory Ricks explores the “Rubber Duck Rule,” a simple but powerful way to uncover professional blind spots by explaining your plan out loud (yes, even to a rubber duck!). Plus, we dig into the impact of taxes on retirement, strategies for making your money last, and how life’s surprises can throw your finances off track. Whether you’re navigating sequence of returns risk, planning for long-term care, or just curious how tax rules have changed over the years, you’ll walk away with practical insights you can use now by tuning in.
June 4, 2026Episode 135627 min
Episode 1356: Retirement Regrets You Can AVOID | S1E5 Winning at Life
Are you ready to avoid some of the most common mistakes in retirement planning? In this episode of Winning at Life, Gregory Ricks explores the essentials of financial literacy and the power of community support. Gregory shines a light on why financial literacy matters for you, your family, and the entire community. Spreading financial knowledge is like a farmer sharing his best seeds for a better and more abundant harvest community-wide. You will hear answers to some of the top retirement questions, including when to take Social Security and how timing can affect your benefits. Gregory also covers important topics like tax strategies, retirement planning, and estate planning, including powers of attorney and wills.
June 1, 2026Episode 135524 min
Episode 1355: A Deep Dive Into Annuities | S1E4 Winning at Life
If you have questions or would like to discuss your unique financial situation, schedule your no-obligation, 15 minute consultation with Gregory Ricks Total Wealth TODAY: https://gregoryricks.com/schedule-a-v... Don't live near or office or just have a busy schedule? Virtual consultations now available: https://gregoryricks.com/virtual-cons... Subscribe to our YouTube Channel: / @gregoryrickstotalwealth Find us on Facebook: Gregory Ricks Total Wealth
Is this your show?
Claim this listing to keep it up to date, reach guests who want to pitch you, and manage bookings with Guestify.
