Got a tax refund or big savings from your CPA? Don’t let that money sit idle. High-income W-2 earners have a unique opportunity to turn tax season into a launching pad for long-term wealth—and CPAs Mike Pine and Kevin Schneider are here to show you how.
In this episode of the Hidden Money Podcast, we break down how to:
Use your refund to buy tax planning that lowers next year’s taxes
Leverage strategies like STRs, oil & gas, or side hustles for real ROI
Avoid overpaying the IRS through smarter W-4 withholdings
Understand the snowball effect of reinvesting tax savings annually
Build a professional team to accelerate financial freedom
Key Timestamps:
[00:00] Why refunds are missed wealth-building opportunities
[01:58] Using your refund for tax-advantaged investments
[11:00] Case Study: $4K refund turned into $90K deduction
[16:01] Debt strategy, arbitrage, and boosting monthly cash flow
[23:08] Compounding wealth year after year
[26:38] What counts as a tax-advantaged investment
[30:23] Team up: CPA + advisor + attorney
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