Episode 1320: The Weekly Wrap 12.7.24

Winning at Life with Gregory Ricks · Dec 9, 2024 · 2h 48m

Gregory Ricks and Jude Heath discussed financial planning and tax preparation strategies. They emphasized the importance of proactive tax planning, especially with the recent stay on the beneficial ownership reporting requirement. Jude highlighted the need to update digital currency transactions and the potential impact of upcoming tax law changes. They advised listeners to maximize retirement contributions, including Roth conversions, and to address any overdue tax returns. Gregory stressed the importance of starting financial planning, even with incomplete information, and encouraged…