Financial Preparedness Episodes

Today, we’re diving into some real talk about money and the struggles that pop up for everyday folks. First up, we tackle the concerns of a self-employed listener who's sweating bullets over whether she claimed too much on her taxes and if the IRS is gonna come knocking. Next, we chat about a guy who's meticulously planned his Social Security claim but just learned that the filing process can be a total curveball. Finally, we address a mom whose daughter is draining her retirement account just t...