show episodes
 
Do you INSTINCTIVELY KNOW that Wall Street doesn't have your best interests at heart, and that there's a better way to grow and protect your money to build wealth for generations? Then this is the alternative investments show for you. Self Directed Investor Talk is America's ONLY Podcast exclusively for Self Directed Investors (whether using a Self Directed IRA, Solo 401k, or non-retirement accounts) who trust themselves more than they trust Wall Street. You'll get innovative investment stra ...
 
The 401k Owner's Manual with George Huss. The one they couldn't put in your 401k enrollment packet. Profit from these tips on how to rank your 401k investment options; how to set up a portfolio; and, how to let your winners run and cut your losses short. ( The book is now available on Amazon ! Print on demand or Kindle! Grab your own copy now, at: http://ftp2.co/amz )
 
The Ask the 401k Experts Podcast is where financial advisors get resources, strategies and best practices for growing a successful and compliant 401k practice. As the host, Sharon Pivirotto interviews top 401k advisors and leading industry and business experts and shares ideas for growing, servicing, and managing a successful 401k business.
 
"Winning at Life with Gregory Ricks” is LIVE weeknights 7-8 and Saturdays 10am-1pm (central times) on iHeart's NewsTalk 99.5 WRNO in New Orleans, iHeart's Newstalk 104.9 WBUV in Biloxi, 12 stations across the Supertalk Mississippi network, and 1160 AM Big D Talk in Dallas. Gregory and James keep you informed about what's going on with your money and the financial world. As a hall of fame financial advisor, Gregory also helps people with their financial situations through calls, texts from th ...
 
America's 401k Show is heard around the country each week as Coach Pete and the team bring on everything you need know about your retirement transition. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.
 
Learn all the tips, tricks and more for Personal Wealth Management and 401K Retirement Plans'
 
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show series
 
Brent and Rex discuss their favorite pizza gimmicks and say farewell to Toys R Us in this Stop and Chat minisode
 
Many of us dream of achieving financial freedom - the moment we don’t have to worry about money. The time all our basic human needs are taken care of, the rent is paid, there's food on the table, and there’s enough left for whatever we desire. The problem is, the majority of people still believe popular retirement plans such as 401k’s are a wis ...…
 
02:10 - Gregory shares some issues you need to know about when inheriting an IRA. Spousal IRAs havesome extra options, and mistakes can be costly. Even something as simple as retitling the IRA incorrectly can have a profound effect. 24:59 - Andrew in Madisonville is inheriting an IRA, and wants Gregory's guidance on how to best position that mo ...…
 
01:35 - Reports of the Fair and Reciprocal Trade Act are met with both critical policy analysis and juvenile humor.03:24 - Kroger announces they will test groceries being delivered by a self driving car that looks like a giant lunch pail. Gregory explains how keeping up with the way technology is making subtle changes in people's behavior can h ...…
 
Only a novice in the industry, Adam Sypniewski witnessed the benefits of a self-directed IRA in the year 2008. It was the time when investors started pulling their investments from public securities due to the economic downturn. The turn of events shed light on the industry given its leniency over asset diversification in terms of investment. N ...…
 
I am so excited to introduce Sonja Palomino! Sonja Palomino become a financial coach after her family almost lost everything, and it inspired her to learn how to turn her family’s finances around, get out of debt, and get the financial weight of the world off her shoulders. In 2004, with a new baby on her hip, a new house under construction, a ...…
 
In this episode we discuss the 401(k) plan and some important information you will want to know about.Who qualifies for a 401(k)?Why you want your employer to offer a 401(k) plan.How much to invest?Companies that offer pensions: http://brotherfi.com/pensioncompaniesCurrently you can defer up to $18,500 in a 401k.Check investment fees in your 40 ...…
 
Hi Folks, We have an anonymous question this week. The short answer is NO! But, I want to give you my rationale behind this answer. When we know better, we can do better.
 
Chris is the author behind the blog, Apathy Ends. Along with his wife, Chris had a student loan bill of $85,000, an expensive house and no savings. In the last 3 years, they have paid off $60,000 in debt while building a $90,000 nest egg. Welcome! [3:2] So what triggered the beginning of massive debt payoff for you? · Graduated 7 years ago with ...…
 
We all make mistakes, but financial mistakes can be especially costly. These are the biggest financial mistakes people make and how to fix them. There are some mistakes you can’t fix, but financial mistakes usually don’t fall into that category. It’s not always easy, but most financial mistakes can be rectified. Joy Liu from The Financial Gym i ...…
 
Our topic today is the best way to buy bitcoin in retirement accounts. Or cryptocurrency in general. I have already done podcasts on two of the three ways: In episode number 17, we talked about how the Bitcoin Investment Trust, also known by its ticker symbol GBTC, was the best way to buy bitcoin directly in your IRA through a traditional stock ...…
 
The road to Financial Independence is one that is full of different variables and it can sometimes bring uncertainty. Let’s be honest–finding the right balance between budgeting, saving, and investing can be a little overwhelming. With so much information floating around, I am super excited to be able to answer several of your questions about r ...…
 
Do you participate in an employer-sponsored retirement plan such as a 401(k)? Have you ever wondered how plans like these and IRAs function and what the benefits are to them? In this episode of the Net Wirth Financial Planning Podcast we explore different kinds of retirement plans, how they operate, and how you can get the most out of them!…
 
Can going solar save you money? Gregory Ricks talks to Ethan and Justin from SunPro Solar about: tax credits, financing, and how the technology is advancing daily to make solar more profitable. GoSunPro.comA new study claims that being married is good for your heart. Married subjects were less likely to have cardio issues than subjects who were ...…
 
Trade disputes are increasing as the United States identifies $200 billion worth of Chinese goods for additional tariffs at a rate of 10 percent. While the increase in tariffs shouldn’t come as a surprise, the timing is quite interesting. Today I examine the latest news in the trade wars. Other topics include: Why not to take out a loan against ...…
 
Welcome to the Real Retirement Financial Planning Podcast. This series covers the 21 Questions to Ask Your Financial Advisor. The list of questions was inspired by Jason Zweig of the Wall Street Journal, and his blog post: The 19 Questions to Ask Your Financial Adviser. Responses to Jason’s questions I read from other advisor websites lacked de ...…
 
Welcome to the Real Retirement Financial Planning Podcast. This series covers the 21 Questions to Ask Your Financial Advisor. The list of questions was inspired by Jason Zweig of the Wall Street Journal, and his blog post: The 19 Questions to Ask Your Financial Adviser. Responses to Jason’s questions I read from other advisor websites lacked de ...…
 
IS YOUR EMPLOYER RUINING YOUR 401(K) PLAN?Read the articles we reference here: http://keepingyourmoney.com/listen-to-the-show/143-06-09-2018.html
 
SEGMENT 1 | 2018 INCOME TAX RULE CHANGES ARE CREATING LOTS OF MYTHS AND MISCONCEPTIONSSEGMENT 2 | WHAT EXPATS DON’T KNOW ABOUT THIS TAX REQUIREMENT WILL COST THEMSEGMENT 3 | DON’T PLAY FAVORITES ON YOUR FINANCIAL TEAMSEGMENT 4 | IS YOUR EMPLOYER RUINING YOUR 401(K) PLAN?Read the articles we reference here: http://keepingyourmoney.com/listen-to- ...…
 
Do you have a job but feel like you cant earn enough to save enough?Are you unhappy at your job? Do you feel undervalued, underpaid, or under-appreciated? Are you relying on your supplemental 401k contributions for retirement? Do you know how much you will get from social security?Woahh! Slow down. Hearing all these things are giving most peopl ...…
 
On this week’s edition of Rob Talks Money: Rob talks about the perfect budget and how being comfortable can sometimes wreck your financial plan. Also, are 401(k)s better to invest in than credit card debt? Listen to find out…#30 The Socials Facebook | Twitter | Instagram | Medium | Blog The Company Home Page | About Rob Music Used with permissi ...…
 
This week on “Your Money with David Hays” David is joined by guests Eric Geisler and Rod Holloway to discuss losses in 401K before retirement, opportunities in the current market, and more.
 
In this episode Noah sits down with Tyler and his friend AJ, to discuss an investment strategy that aims to limit the extraordinary losses experienced by the middle class during the 2008 financial crash. Conventional wisdom states that by investing in a mortgage and/or a 401k you are investing in your long term future; AJ disagrees and will div ...…
 
There is a major difference of viewing your financial decisions through a microscope versus a telescope. None of them are more obvious than in qualified plans and/or 401ks...
 
My number one branding word was ‘approachable.’” - Alexandra Suzanne Greenawalt (click to tweet) Style isn’t something that comes easy. Our office dress code sets guidelines that if we follow too closely, we run the risk of not sticking out. But if we try to stick out, we run the risk of being looked at as a rebel. Threading this needle, in all ...…
 
The summit between Kim Jong Un and Donald Trump was historic for a number of reasons, and you could easily make this case that economics is why this 70 year old Korean War may finally come to a formal end. If peace finally comes, business and trade should get the credit.Learn how to take advantage of your life insurance's death benefit before y ...…
 
Gregory Ricks and James Parker reflect on 8 years of Winning at Life. The show has grown beyond expectations, and we've been able to help some good people along the way. Lebron just lost in the NBA Finals, and he's losing on tax day, too. Gregory reports how Lebron probably took home less than half of the money he makes this year.Mike in Bay St ...…
 
Well, hi everyone it is Dan Thompson again with another wealthy and wise Wednesday, hope everything is going great for you? We are just about this expect some puppies around our house, I am really excited about that, we got a beautiful golden Doodle and she is going to deliver some pups in the next probably week or week and half. Somewhere ther ...…
 
Click here to download the transcript of Chris's best tips for FIRE! Free Instant Access I love sharing FIRE case studies to inspire you. They prove the dream really is achievable for normal people with no extraordinary financial skills. They also unmask the dream to show how the reality of financial independence and early retirement differ fro ...…
 
Congrats! It's our 8 year anniversary for Winning at Life with Gregory Ricks.The trustees for Social Security and Medicare release their annual report with projections for the future of our two biggest spending programs. Gregory talks about building multiple streams of income to minimize the effects of possible cuts.When Bruce in New Orleans as ...…
 
Excellence in the practice of Dental Medicine is a proud tradition in the Spodak family. Dr. Craig Spodak is a third generation dentist who earned his Doctor of Dental Medicine degree from the acclaimed Tufts University, graduating with highest honors. He joined his father, Dr. Myles Spodak, in his practice in Delray Beach, Fla. in 1998 with a ...…
 
Thomas Carter, Founder & CEO, DealBox Inc. joins Bob discuss his over 25 years of capital markets, entrepreneurial experience, Carter created and commercialized a proprietary method in, vetting & standardizing private company data/information. Advising on structure & capital formation, tokenization and positioning those firms seeking to attract ...…
 
Today we have Dallas based agent and real estate investor Ian Flannigan. From an investment real estate agent to Ian has been in the real estate industry for over 15 years and has come a long way gaining a diverse background around investment property sales and distressed properties and has become an expert at it travelling around the country s ...…
 
Target date funds surge as more workers put 401(k) plans on autopilot Mutual fund giant Vanguard reported Tuesday that just over half of participants in the 401(k) plans it administers are invested in a single target date fund. These funds — pitched as a sort of Rip van Winkle investment that you can set and forget until you wake up retired — n ...…
 
Warren Buffett quote: "You should leave your children enough that they can do anything, but not so much that they can do nothing." Gregory talks about how you need to train your kids to be ready to handle money. Gregory recommends seeking the advice and training of business coaches that can help you develop these skills yourself.Gregory questio ...…
 
Vincent in New Orleans asks Gregory to explain the 1099 issued from his IRA distribution. He wants to know exactly what his tax bill will be for dipping into his IRA.A self-described Whale Whisperer is accused of scamming around 40 investors out of $3.3 million. How did these otherwise successful people get duped by such a strange fellow? Learn ...…
 
Scammers continue to evolve with technology, and we explain the rise of synthetic identity theft. The thieves assemble a fictitous name to a child's unused Social Security number, build a record of credit for the synthetic identity, and then cash in. You should think about freezing your child's credit, and keep an eye out for signs of the scam. ...…
 
Scammers posing as Social Security were busted making robocalls asking you to enter your Social Security number via phone. Another man is busted for cashing in a deceased relative's Social Security checks; this time it's for about 17 years. Does Social Security not have a working system in place to know when people pass away?When the solid jobs ...…
 
GDP growth for the first quarter is revised down a tick. Gregory thinks we can still get the annual GDP up to 3%, but 4% is a stretch.Walmart announces a new plan to pay for employees' tuition. Meanwhile, Gregory reports on the closing of more locations for both Sears and Kmart. The retail evolution is moving swiftly.George in Terrytown asks Gr ...…
 
IRAs and 401(k)s are used by retirees to create a pension for life. There are a lot of easy mistakes that can be made that end up costing thousands in taxes and penalties. Beneficiary designations, QCDs, Wills, distributions, and long-term care implications are all discussed by Hans and Robby this week on “Finishing Well”. Don’t forget to get y ...…
 
A clinic in Scotland is the first in the world to treat an addiction to cryptocurrency. The diagnosis and treatments are based on a similar approach as a gambling addiction, and the comparisons are pretty easy to piece together.Gregory dismantles a common commercial seen on financial channels. The spot is terribly misleading, probably intention ...…
 
Doychin Karshovski grew up in Bulgaria under a communist regime in the seaside town of Varna. This made his childhood a little different from what you might be used to in America. The government of Bulgaria told students what to learn and when Doychin was a student they focused on fitness. Fitness was everything and Doychin learned to love it. ...…
 
What is the financial impact of ABC's decision to cancel Roseanne? A good lesson here is that in the business world, the wrong tweet or Facebook post can be incredibly damaging.Italy's financial world gets rocks as their bond markets melt up. Often when your country's bond yields spike up like this, that signals a default of some sort is headin ...…
 
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