Episode 1323: The Weekly Wrap 1.11.25

Tax Season Strategies, Social Security Changes, and Retirement Planning Insights!
In this jam-packed episode, host Gregory Ricks welcomes Jude Heath, a CPA from J. Heath & Company, to dive deep into the world of taxes, financial planning, and preparing for the future.
First, Jude shares critical deadlines and tips to get your tax documents in order before the April 15th filing deadline. From the importance of having a complete paperwork package to maximizing deductions, you'll learn how to streamline the tax prep process. Then, Gregory and Jude tackle the hot-button issue of the recently passed Social Security Fairness Act. They unpack the potential $200 billion impact of repealing the Windfall Elimination Provision and Government Pension Offset, and what it means for government employees' benefits. But it's not all doom and gloom - they also discuss smart strategies for building retirement wealth, from maximizing Social Security to optimizing annuity investments. Jude provides invaluable insights on business structuring and tax-saving techniques that every entrepreneur needs to know.
Plus, Gregory shares essential travel tips, including the importance of renewing your passport well in advance to avoid international entry issues. Whether you're preparing for tax season, planning for retirement, or simply seeking to get your financial house in order, this episode is packed with practical advice you won't want to miss. Tune in now to start Winning at Life


Winning at Life® with Gregory Ricks - Helping to Guide YOU to Financial Freedom and Retirement Success for 14 YEARS!

Each episode covers a wide range of topics, from help maximizing Social Security benefits and minimizing taxes in retirement to recovering from market volatility and choosing the right financial products like annuities. Gregory's down-to-earth approach and 40+ years of industry experience make him a trusted resource, while his engaging conversations with guests provide valuable perspectives.

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For LIVE financial news talk radio, tune into "Winning at Life® with Gregory Ricks" LIVE on Saturday on:
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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/