Episode 1313: The Weekly Wrap 10.5.24

Winning at Life with Gregory Ricks: The Weekly Wrap

Gregory Ricks and his guest Jude Heath, CPA discuss tax strategies and financial planning on his radio show Winning at Life with Gregory Ricks. They highlight the importance of proactive tax planning and the benefits of Roth conversions, emphasizing that converting $100,000 can reduce future tax liabilities significantly. They also address the impact of Hurricane Francine on tax deadlines, extending them to February 3, 2025. Gregory shares his insights on the importance of financial planning, the role of advisors, and the need for continuous learning. They also touch on the market's performance, noting a strong labor market and potential changes in interest rates, and stressed the importance of adapting to financial changes and technology.

KEY TOPICS:
Tax Planning, Roth Conversions, Financial Guidance, Market Insights, Election Concerns, Retirement Strategies, Tax Deadlines, Casualty Losses, Business Taxes, Payment Plans, Social Security, Investment Strategies, Financial Health, Estate Planning, Financial Education
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
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/