Winning At Life With Gregory Ricks: Financial Talk Radio - Investing, Insurance, Financial Planning, 401k, Retirement

Tax Season Strategies, Social Security Changes, and Retirement Planning Insights! In this jam-packed episode, host Gregory Ricks welcomes Jude Heath, a CPA from J. Heath & Company, to dive deep into the world of taxes, financial planning, and preparing for the future. First, Jude shares critical deadlines and tips to get your tax documents in order before the April 15th filing deadline. From the importance of having a complete paperwork package to maximizing deductions, you'll learn how to streamline the tax prep process. Then, Gregory and Jude tackle the hot-button issue of the recently passed Social Security Fairness Act. They unpack the potential $200 billion impact of repealing the Windfall Elimination Provision and Government Pension Offset, and what it means for government employees' benefits. But it's not all doom and gloom - they also discuss smart strategies for building retirement wealth, from maximizing Social Security to optimizing annuity investments. Jude provides invaluable insights on busi