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Episode 1331: The Weekly Wrap 05.17.2025

2:20:10
 
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Manage episode 483795870 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://podcastplayer.com/legal.

In this week's episode of Winning at Life, Gregory Ricks is joined by CPA Jude Heath for a deep dive into smart tax planning strategies for 2025 and beyond. From surviving correction notice season to maximizing Roth conversions, Jude brings insider insights fresh off the heels of a hectic tax season. Plus, they unpack the latest on proposed “MAGA” savings accounts for kids, creative legacy planning ideas, and the surprising potential for a Pope to file a U.S. tax return.
For LIVE financial news talk radio, tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:
WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pm
WBUV-News Talk 104.9 FM Biloxi - 10 am - 1 pm
WBRP-107.3 FM Baton Rouge - 11 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 483795870 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://podcastplayer.com/legal.

In this week's episode of Winning at Life, Gregory Ricks is joined by CPA Jude Heath for a deep dive into smart tax planning strategies for 2025 and beyond. From surviving correction notice season to maximizing Roth conversions, Jude brings insider insights fresh off the heels of a hectic tax season. Plus, they unpack the latest on proposed “MAGA” savings accounts for kids, creative legacy planning ideas, and the surprising potential for a Pope to file a U.S. tax return.
For LIVE financial news talk radio, tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:
WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pm
WBUV-News Talk 104.9 FM Biloxi - 10 am - 1 pm
WBRP-107.3 FM Baton Rouge - 11 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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