The Pros and Cons of a Tax Refund with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions
About this episode
Johnnie Roberts and Shelly Cioppa discuss the implications of tax refunds and the importance of strategic financial planning.
People in this episode
Host: Johnnie Roberts
Guest: Shelly Cioppa
Topics covered
- tax refunds
- financial planning
- withholding
- savings
- tax strategy
Keywords
- tax refund
- over-withholding
- financial outcomes
- savings strategy
- tax solutions
Mentioned in this episode
Organizations: Sharp Edge Tax Solutions
More episodes of Retire at New Heights with Johnnie Roberts
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- The $19,000 Tax Axe Strategy with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions
- When to take withdrawls from my retirement accounts with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions
- How the Big Beautiful Bill impacts Tax Planning with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions
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