093 – Andrea Miller on Business Insights from Tax Returns

April 2023 Rebroadcast Episode:

Original Broadcast:


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Read the full transcript for this episode here.


This time of year I get a lot of financial questions from teachers. We’ve just gotten through the holiday spending spree, the new year might have inspired some financial goal-setting, and then there’s the looming tax deadline in April, so there’s a lot to think about.

Sometimes the questions I get are really specific to an individual, but lately a bunch of clients and listeners have said “hey, you talk about reviewing financials on a regular basis as a way of getting more familiar with my financial picture, but what exactly should I be reviewing?”

And they’re totally right, I haven’t been very specific here. So today I’m going to do that.

I’m going to show you how to find some key numbers on your tax return that can give you powerful insights into your business and personal finances.


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