Episode 40 - 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 unexpected gifts.

Episode 11 - Building a Legacy of Fiscal Responsibility with Amanda Teixeira

Unlock the secrets to a unified financial future with Amanda Teixeira from WalletWin, our guide through the tricky territory of family finances. In a heart-to-heart conversation, Amanda and host Deb Meyer discuss:

The process of merging bank accounts and viewpoints,
How a shared vision is pivotal to a harmonious future
Budgeting strategies that respect individual money personalities.

Dive into the world of financial literacy for the younger generation, where allowances and chores become tools for teaching value and responsibility. It's not just about saving and spending; it's about sowing seeds for a generation of financially savvy adults equipped to navigate the economic challenges that lie ahead.

Join us on this journey of transformation, and feel the support of a community cheering you on to financial success.