Getting a big tax refund might feel like winning the financial lottery—but spoiler alert: it’s not free money, it’s a sign you’ve been giving the IRS an interest-free loan all year. In this episode, I’m breaking down the financial reality behind your tax refund and showing you how to flip the script for long-term money power.
We’ll talk about why owing taxe ... Show More
Mar 2022
Your tax refund, explained
It's tax season <>. But don't worry, in this episode of Life Kit, CPA and tax analyst Kimberly Washington offers helpful advice on maximizing your refund, what deductions to remember and how the child tax credit impacts your tax filings this year.To manage podcast ad preferences, ... Show More
11m 19s
Mar 2022
Your tax refund, explained
It's tax season (insert collective groan here). But don't worry: in this episode of Life Kit, CPA and tax analyst Kimberly Washington offers helpful advice on maximizing your refund, what deductions to remember and how the child tax credit impacts your tax filings this year.To ma ... Show More
11m 19s
Sep 2025
I Owe The IRS $5,000 and Have $11,000 of Credit Card Debt — Now What?
This week’s listener, “Beth,” is stuck between tax debt and credit card debt—plus the anxiety that comes when you’re a little bit of a rebel, chasing that nonprofit art life immigrant parents never signed off on. (We see you, Beth!) Mandi shares lessons from her own contractor jo ... Show More
24 m
Feb 2025
CPA Shares Tax Tips to Lower Your 2024 (Yes, 2024) Taxes
2024 may be long gone, but it’s NOT too late to lower your taxes for the previous year. If you have real estate or retirement accounts, you already hold the key to minimizing your taxable income and owing less to Uncle Sam. But how do you do it? We’re sharing 2024 and 2025 top ta ... Show More
43m 33s
Nov 2025
The Real Financial Order of Operations - Part 1 of 2
This week we’re tearing apart one of personal finance’s most overused frameworks: the “financial order of operations.”
You’ve heard a version of it before—pay this, save that, sacrifice now, maybe retire someday. The problem? Most of those systems were built by people who either ... Show More
31m 8s
Jun 2025
Everything you need to know about tax
It’s Bryce’s favourite time of year, tax time! As an investor, it can get confusing, particularly if this is your first financial year investing. This episode is your Tax Time essential listen, covering everything you need to know as an investor. Including: Capital gains tax (Wha ... Show More
28m 21s