Ryan and Agnes open 2023 with tax-season prep: pulling online bank statements to find deductible transactions, reporting crypto, expecting W-2s and 1099s, and preparing for a recession. Agnes also talks about a bereavement group and a recent family loss, and both hosts urge acting on dreams now. The second half turns to Valentine's Day plans, modern dating, what small acts of care mean in a relationship, and how people change over time.
Takeaways
- Go through online bank statements now, because paperless banking hides taxable transactions and deductions you will need proof for.
- Do not wait on your goals: Ryan's 12-week year breaks a big year into short, measurable blocks.
- Small acts of care, like helping around the house or listening, matter more than expensive gifts, and talking openly helps couples handle change.
Chapters
- 0:00 Welcome and what is new for 2023
- 2:36 Tax season prep and student debt
- 5:17 Getting ready for a recession
- 7:23 Bank statements, crypto and tax forms
- 9:25 Bereavement groups and how they help
- 11:34 Coping with a recent family loss
- 14:19 You think you have time, but you do not
- 16:55 Goals and the 12-week year instead of resolutions
- 23:10 Valentine's Day plans and joint accounts
- 29:26 Modern dating and what people want
- 32:32 What small acts of care mean in a relationship
- 36:14 People change, so keep communicating
More episodes: Love, Death & Taxes · all episodes