New Year, New Show, Who’s This?

In their first episode of 2024, Agnes and Ryan talk about a short family trip Agnes made to Poland, a 97-year-old aunt who still cooks and hosts, and why couples should keep time for each other once the holidays and children are over. They also cover approaching people with warmth, avoiding politics and money fights with family, what a rejected IRS filing did to a client's case, early filing advice, and Ryan's look back at 2023 and the role of AI in 2024.

Takeaways

• Keep deliberate time for your partner during the holidays, because the children will leave and your spouse is who remains.
• Gather your tax documents early in January, and follow up with the IRS even after you get a confirmation that your return was submitted.
• Focus on what you can control in the new year and set aside arguments over big political events you cannot change.

Chapters

• 0:00 Welcome and Happy New Year
• 1:35 Agnes's quick trip to Poland
• 3:45 New relatives and a 97-year-old aunt
• 7:54 Holidays and protecting couple time
• 12:35 Looking back at last year's goals
• 14:42 Meeting family with warmth, not judgment
• 16:46 Traveling in Poland during the war in Ukraine
• 20:25 Not complaining about what you can't control
• 23:35 Tax season opens and a rejected filing
• 27:47 Avoiding politics and money talk with family
• 33:29 Looking back at 2023 and goals for 2024
• 41:19 Innocent spouse relief and AI in business

Conversation and opinion, not medical, legal, tax or financial advice.