Episode Details

Tax season is here  -  and this week on CFO Corner, we're making sure you're ready.

In this episode, Meghan walks you through a mid-March tax season checkpoint: confirming you have everything you need to file, your options for actually getting it done, and  -  most importantly  -  deciding what your refund is for before it hits your account.

Here's what we cover:

• The key tax documents you should have by now (and what to do if something's missing)
• Your filing options  -  software, CPA, or free filing  -  and why filing early is always the move
• Four smart ways to use your tax refund: pay down debt, boost savings, invest it, or planned spending
• A quick strategy tip if you consistently get a large refund

🎯 This week's action: Decide what your refund is for right now  -  before it arrives. Write it down. Give it a job.

📋 Resources mentioned:

• TurboTax: https://refer.intuit.com/meghanlpartridge
• What to Do With Your Tax Refund (blog post): https://www.liveyourmoneystyle.com/post/what-to-do-with-your-tax-refund
• What to Do If You Win the Lottery episode: https://liveyourmoneystyle.podbean.com/e/winning_the_lottery/
• Budget Blueprint Workshop: https://yourmoneystyle.myflodesk.com/budgetworkshop

Read the full Show Notes Here!

Thanks to our sponsor:

• Rakuten

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