Episode 58: Making Your Tax Refund Really Work for You

Episode 58: Making Your Tax Refund Really Work for You

From Wallet Wisdom by Lake Michigan Credit Union

March 18, 2026 · 34 min · Episode 58

About this episode

This episode provides practical strategies for effectively using your tax refund with insights from banking expert Bill Turner.

Tax season is here, and this week’s Wallet Wisdom episode is packed with practical, real life strategies to help you stretch your refund further than ever. Brett sits down with Bill Turner (BT), LMCU District Manager in Southwest Florida, who brings 30 years of banking experience and a refreshingly honest take on how to use your tax return with intention—not impulse. --- The information provided in this podcast by Lake Michigan Credit Union is general education or marketing in nature and is not intended to be accounting, legal, tax, investment financial or other advice. Statements of individuals are their own and not LMCU’s. All topics discussed are information of a general nature and do not address the circumstances of any particular individual or entity. Consult an appropriate professional concerning your specific situation. As of the date of publishing or any future date this podcast is broadcast, all rates, fees, payments or other specific figures discussed are subject to change and are dependent upon your specific financial situation. All loan products discussed are subject to credit and collateral approval. You alone assume the sole responsibility of evaluating the merits…

People in this episode

Host: Brett

Guest: Bill Turner

Topics covered

  • tax refund
  • financial strategies
  • banking experience
  • personal finance
  • tax season

Keywords

  • tax refund
  • financial advice
  • budgeting
  • banking
  • personal finance

Mentioned in this episode

Organizations: Lake Michigan Credit Union

Places: Southwest Florida

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