A Bigger Refund Is Just the Beginning

From Ready, Set, Retire! by Steve Anzuoni

February 24, 2026 · 17 min

About this episode

Steve Anzuoni discusses how tax refunds can impact retirees and explores smarter financial planning strategies.

A tax refund can be more than a windfall—it can become a turning point. On this episode Steve Anzuoni breaks down how recent tax law changes may impact retirees and near retirees, then explores smarter ways to put that money to work. The conversation covers legacy planning, retirement income versus account balances, and the real difference between retirement and financial freedom. Steve explains why having a pile of money isn’t the same as having a plan—and how clarity around income, taxes, and purpose can reshape what retirement actually looks like. SCHEDULE A MEETING OR PHONE CONSULTATION TODAY! Get a Copy of Steve's Book  -  Tee Up Your Retirement!  Social Media :  Facebook  I   LinkedIn  I  Instagram  I  YouTube  See omnystudio.com/listener for privacy information.

People in this episode

Host: Steve Anzuoni

Topics covered

tax refund
retirement planning
financial freedom
legacy planning
tax law changes

Keywords

tax refund
retirement
financial planning
legacy planning
tax law

Mentioned in this episode

Books & works: Tee Up Your Retirement!