Latest / Winning at Life with Gregory Ricks
Episode 1331: The Weekly Wrap 05.17.2025
In this week's episode of Winning at Life, Gregory Ricks is joined by CPA Jude Heath for a deep dive into smart tax planning strategies for 2025 and beyond. From surviving correction notice season to maximizing Roth conversions, Jude brings insider insights fresh off the heels of a hectic tax season. Plus, they unpack the latest on proposed “MAGA” savings accounts for kids, creative legacy planning ideas, and the surprising potential for a Pope to file a U.S. tax return.
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The skinny
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