Finding Purpose in Financial Planning | S1E1 Winning at Life Podcast

Watch the full episode on the Gregory Ricks Total Wealth YouTube Channel: https://youtu.be/zbgqW0a7q9YIn the first episode of the Winning at Life podcast, Gregory Ricks, CEO & Wealth Advisor, shares how his journey from car enthusiast to financial advisor was shaped by early money lessons and his father’s passing. He discusses why retirement planning matters, the value of risk tolerance and compounding interest, and how a financial advisor can support your goals. Plus, hear how Gregory Ricks Total Wealth grew to serve over a thousand families.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!Request a free copy of Gregory Rick's book "Retirement Deserves a Helpful Hand: A Guide to the Destination You Deserve" Subscribe to our YouTube ChannelFind us on FacebookTune in to the Winning at Life with Gregory Ricks podcast every Wednesday at 3PM for practical retirement tips and inspiration for your financial future!gregoryricks.com---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.3832734 - 3/26