Winning at Life with Gregory Ricks

Episode 1088: The Daily Wrap: 01.25.21


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Janet Yellen is our next Treasury Secretary. Her audio clips made regular appearances on our show when she was the Fed Chair.

Gregory summarizes the financial rules for gifting assets to your heirs. Reviewing two callers and an email: How should you pass along money beyond the annual IRS gifting exclusion limits, and what happens if the Estate Tax rules change on you?

Wayne in Slidell is buying a house. Should he put more money into the down payment, or should he invest that money? Gregory leans toward keeping your house money away from risk.

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Winning at Life with Gregory RicksBy Winning at Life with Gregory Ricks