Episode 1255: The Weekly Wrap 11.19.22

Winning at Life with Gregory Ricks · Nov 22, 2022 · 2h 31m

EPISODE DESCRIPTION

Taxes, Retirement Income, Inflation High + SSA COLA, Budgeting and how people are dealing with inflation, Interest Rates, Midterm and Finances, Open Enrollment, Roth IRA .

Winning at Life Show Contributor joins the show.

CPA Jude Heath with J Heath & Co., LLC. (10am hour)

Gregory and Jude discuss tax efficiency in retirement.

Caller questions include:

Wash-sale: What to avoid when selling your investments for a tax loss

Roth IRA