Follow

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

Beyond Budgets Podcast

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