Big Tax Refund? Surprise Bill? Here's What to Know

Big Tax Refund? Surprise Bill? Here's What to Know

You filed your taxes. And now you're either breathing a sigh of relief… or wondering why you owe more than expected.

CPA, Certified Financial Planner™ and host Deb Meyer shares top lessons from the 2024 tax season, especially for busy parents and small business owners. If you got a refund, you'll learn how to make the most of it. Deb explains why it might not be your tax preparer's fault and how to plan better next year if you owe.

Plus: a simple framework to help you decide what to do with any financial windfall — from tax refunds to bonuses or even unexpected gifts.

What You'll Learn:
  • Why filing an extension doesn't give you extra time to pay

  • What a big refund really means (and why it may not be a good thing)

  • Common mistakes with estimated taxes for small business owners and freelancers

  • How to decide between spending, saving, or giving

  • Pro strategies for maximizing your refund — or minimizing future surprises

Episode Highlights

(04:22) Tax Refunds

(12:01) Debt Payoff Methods

(15:36) Maximizing Tax Deductions Through Charitable Contributions

(20:59) Savings and Investing Strategies for Funds

Tools, Tips & Resources

IRS Form W-4

2025 Roth IRA Contribution Limits

High-Yield Savings Options: Ally or Capital One

Schedule an Initial Call

Connect with Deb Meyer
Subscribe to our YouTube Channel

Download your Free Resource

Website

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(64)

What Happens When Your "Perfect Plan" Falls Apart?

What Happens When Your "Perfect Plan" Falls Apart?

In this deeply personal and vulnerable episode, Deb shares a major announcement: Beyond Budgets® is going on pause. After two and a half years of hosting this podcast, she steps back to focus on an un...

29 Huhti 25min

How to Teach Kids About Money (Without Power Struggles) with David Delisle

How to Teach Kids About Money (Without Power Struggles) with David Delisle

What if raising financially responsible kids isn't about teaching them to save more but rather helping them understand what actually matters? In this episode, Catholic financial planner and host Deb M...

16 Huhti 29min

How Much Inheritance is Too Much?

How Much Inheritance is Too Much?

What's the right way to pass wealth to the next generation? How much inheritance is too much? We explore the deeper questions behind inheritance planning in this Beyond Budgets® episode … questio...

2 Huhti 31min

Breaking the Cycle of Poverty with Deborah Johns of Unbound

Breaking the Cycle of Poverty with Deborah Johns of Unbound

In this special Podcasthon 2026 episode, host and Catholic financial planner Deb Meyer sits down with Deborah Johns, Chief Growth Officer of Unbound, to explore a radically different approach to pov...

19 Maalis 32min

Grief, Faith, and Money: Healthy Healing for Parents

Grief, Faith, and Money: Healthy Healing for Parents

Grief can reshape your parenting, relationships, and decision-making. In Episode 59 of the Beyond Budgets® podcast, host and Catholic financial planner Deb Meyer talks with hospice nurse and Catholic ...

26 Helmi 35min

Tame the Tax Chaos: Get Organized & Confident for Tax Season

Tame the Tax Chaos: Get Organized & Confident for Tax Season

Tax season doesn't have to be overwhelming, especially when you're armed with expert tips and a solid system. In episode 58 of the Beyond Budgets® Podcast, host Deb Meyer breaks down what parents nee...

12 Helmi 27min

Reinvention, Personal Branding & AI with Mike Kim

Reinvention, Personal Branding & AI with Mike Kim

Bestselling author and branding strategist Mike Kim joins Deb Meyer to share how personal branding isn't just for entrepreneurs. Mike offers real-life tools to help you show up with more clarity & c...

29 Tammi 37min

College Admissions Secrets: What Parents Need to Know Before Junior Year

College Admissions Secrets: What Parents Need to Know Before Junior Year

In this candid episode of Beyond Budgets®, host Deb Meyer shares her perspective as both a financial planner and a mom of a high school junior navigating the complex world of college prep. You'll h...

15 Tammi 26min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
rss-rahapodi
psykopodiaa-podcast
mimmit-sijoittaa
rss-oivalluksia-rahasta-elamasta
rss-rahamania
hyva-paha-johtaminen
asuntoasiaa-paivakirjat
herrasmieshakkerit
ostan-asuntoja-podcast
rahapuhetta
tiedon-jaljilla
rss-lahtijat
rss-paasipodi
pomojen-suusta
rss-startup-ministerio
rss-tarinoita-sote-kentalta
rss-inderes-femme
rss-viisas-raha-podi
rss-hr-plus-podcast