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July 16, 2025 40 mins

In this episode, Kathleen sits down with certified public accountant Steven Clement to demystify the world of taxes and help you make the most of every dollar. Whether you're a freelancer, full-time employee, or small business owner, Steven shares practical tips on how to maximize deductions, avoid common filing mistakes, and plan ahead for next year’s tax season. They discuss the power of tax-advantaged accounts, what records you really need to keep, and how to shift your mindset from tax season stress to tax-time strategy. If you’ve ever wondered whether you're leaving money on the table, this is the episode for you.

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