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The Pete the Planner® ShowAuthor: IBJ Media Language: en Genres: Business, Careers, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Storytime with Pete: The bittersweet tax refund
Tuesday, 25 March, 2025
In this episode of Storytime with Pete, we unpack the financial mirage that is the tax refund. Sure, it feels like free money—but it's really your own cash making a dramatic return after spending a year with the IRS. Pete breaks down why getting a big refund isn’t a win, how it exposes flawed money management, and what you can do to turn that refund into a financial reset (instead of a regrettable shopping spree). It's funny, it's a little uncomfortable, and—most importantly—it'll change how you think about your next refund check.
