EPISODE · Apr 24, 2026 · 30 MIN
... I Just Lost $33,709
from New Money New Problems Podcast · host NewMoneyNewProblems.com | New Money Solutions for New Money Problems
How I Accidentally Double-Paid the IRS $33,709—and Covered the Cash CrunchIn this episode, Brenton recounts misplacing $33,709 after accidentally paying his 2025 taxes twice: he walks through how to make IRS payments and check refund status, noting refunds may take 21+ days and planning for up to 90 days. He describes telling his wife and their strained cash position due to her nine-month unemployment and higher expenses. He evaluates liquidity options (brokerage sale taxes, retirement penalties, Roth contributions limits, credit strategies, life insurance withdrawals/loans, securities-backed LOC minimums) and walks through the option he chose and why it was most appropriate.01:47 Overdraft Shock02:25 Tax Planning Routine04:57 Double Payment Mistake05:49 IRS Payment Walkthrough08:58 Ad Break10:07 Telling My Wife11:14 Refund Timeline Check13:09 Emergency Fund Reality15:31 Where To Pull Cash17:38 Credit Card Strategy22:18 Leverage Options Review29:20 Lessons And Wrap UpSupport the show
What this episode covers
How I Accidentally Double-Paid the IRS $33,709—and Covered the Cash Crunch In this episode, Brenton recounts misplacing $33,709 after accidentally paying his 2025 taxes twice: he walks through how to make IRS payments and check refund status, noting refunds may take 21+ days and planning for up to 90 days. He describes telling his wife and their strained cash position due to her nine-month unemployment and higher expenses. He evaluates liquidity options (brokerage sale taxes, retirement pen...
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... I Just Lost $33,709
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