Episode 252: What This Tax Season Taught Us

Breathe in the fresh air and the sweet start of a brand-new episode of Our 2 Cents. This week, we’re diving into post-tax filing season takeaways, the rewarding role of volunteering in retirement, and listener questions. Listen in now!Post-Tax Filing Season Lessons:You filed your taxes—but what did you learn? This year’s tax season revealed more than numbers. Here are the takeaways worth paying attention to.Give Back, Gain More:Want more purpose in retirement? Explore the impact of volunteering and why it plays a meaningful role in your next chapter.What would you do if you retired?Listener Questions:"I’ve managed my money myself over the years and have to say that I’ve done pretty well. Everyone tells me that I should have a financial advisor now that I’m about to retire, but I’m having trouble with the concept of turning it all over to someone else since I’ve proven that I can do it. What’s your argument for why I should have someone else manage it?" — Sam"I’d like for my wife to be more involved in our retirement planning, but she’s always hated talking about money. Any suggestions?" — Eric"My mom passed away last year, and we’re about to sell her house. I’ll be getting about $150,000 from that sale, and I don’t need the money, so I want to just give it to my daughter so that she can get her student loans and other debt paid off. Can I just wire the money directly to her after I get it from the sale or will that create some kind of tax problems?" — Rebecca