246: Before You Spend Your Tax Refund, Ask Yourself This episode artwork

EPISODE · Mar 17, 2026 · 12 MIN

246: Before You Spend Your Tax Refund, Ask Yourself This

from Money Simplified: Financial Strategy, Money Mindset, & Energetics for Entrepreneurs

Getting a tax refund can feel like a breath of fresh air - like something finally went right. And with that relief often comes the urge to spend, celebrate, or “catch up” on everything that’s been waiting. There’s nothing wrong with that response. But if you’ve ever found yourself back in the same financial pressure a few weeks later, this episode is here to offer a different way.In this conversation, we slow things down and walk through how to approach a lump sum of money - like a tax refund, bonus, or unexpected income - from a grounded, intentional place. Instead of asking “what should I buy?”, we explore better questions that help you make decisions your future self will actually feel supported by.You’ll hear a simple framework you can use to decide where your money goes, whether that’s creating stability, reducing pressure, upgrading your support systems, or making longer-term strategic moves. We also talk about the emotional side of money - how to honor the feeling of relief without letting it lead the decision.This episode is for the entrepreneur who wants to feel more calm, clear, and steady with money- not just in this moment, but moving forward.Money Mindset Playbook: https://aimeecerka.com/mindsetFor the full transcript and all links mentioned, see the blog post: https://aimeecerka.com/246Ready To Take Action: https://aimeecerka.com/podcastlinks

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This episode was published on March 17, 2026.

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