In this episode, your host Eric Rosenberg is joined by special guest Whitney Hansen, a renowned personal finance coach and host of the Money Nerds podcast. Together, they delve into the intricacies of tax season preparation, sharing invaluable tips and strategies to help you maximize their tax refunds and streamline the filing process. From staying organized year-round to making informed decisions with tax refunds, this episode promises to equip you with the knowledge and tools necessary to navigate the complexities of tax season with confidence.

Here’s the recap of today’s 15-minute episode: 

• How to maximize your tax refund this tax season
• Simplify the tax filing process and stay organized 
• How to use your tax refund to get ahead with your saving goals 
• How life changes and financial goals impact your tax planning
• Tips for being prepared throughout the year for tax season.

Listen below or read the transcript that follows.