Episode 1233: The Weekly Wrap 03.12.2022

Winning at Life with Gregory Ricks · Mar 14, 2022 · 2h 46m

EPISODE DESCRIPTION

Taxes, Retirement Income, Social Security, Investment Basics, and Property Taxes.

Brandon Allen Bergeron, Wealth Advisor with Gregory Ricks & Associates joins

the show.

Winning at Life Show Contributor joins the show.

CPA Jude Heath with J Heath & Co., LLC. (11am hour)

Gregory and Jude discuss tax efficiency in retirement.

Caller questions include:

Pension + Property Taxes

ROTH IRA

ESG Scores & Digital Currency

Daughters Student Loans