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EPISODE 82: MAXIMIZE YOUR TAX REFUND

Welcome to the Monday Money Tip Podcast! In this episode, we’re talking about how to maximize your tax refund. Perhaps you receive a big tax refund, but somehow it disappears without making the impact you wish or thought it could. In this episode, we’re providing some tips you can use to maximize your tax refund. In our Current Money Events segment, we’re sharing about good financial habits that you can create as the year is getting started. Our success story comes from Shawn and Jenn, who are completely debt-free going into 2020, minus the mortgage, after battling several rounds of debt (including a $25k loan for In Vitro, medical expenses, deductibles, and credit card debt)! Congrats Shawn and Jenn! 

 

About the Episode: 

  • Today, we’re answering: “Every year, I receive a big tax refund. It always seems like a big amount, but somehow it disappears without making the impact I wish or thought it could. Can you provide some tips I could use to  maximize my tax refund?” 

  • In our Current Money Events segment, we’re sharing about good financial habits that you can create as the year is getting started.

  • Our success story comes from Shawn and Jenn, who are completely debt-free going into 2020, minus the mortgage, after battling several rounds of debt (including a $25k loan for In Vitro, medical expenses, deductibles, and credit card debt)!  

Resources:
20/20 Money: Gaining Clarity For Your Financial Future 
Free Financial Tools
Online Banks
IWBNIN Ladder
See Our Team Live
Video: Debt Snowball
Tax Refund Mini-Budget


Email info@iwbnin.com to ask questions or share success stories.


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