On this week's episode, Evan and Sam discuss key reasons to file your taxes, the relationship between taxes and financial planning, and discuss ways to use your tax refund to optimize saving.
Schedule an intro call for the Cedar Point Pathway retirement planning process - 2 Spots open in April 2026
📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
