Why are taxes in your "financial underwear drawer?"

How does the government inform people about major tax changes?

Does your bank feel out of touch with what's happening in your life?

This episode, Marni and Jody discuss the process of tax law changes, and the importance of staying informed about potential changes. They suggest that people should review their taxes at least quarterly, with one of those times being before year-end for effective tax planning.

After that, Fay Scott, the VP of Marketing at april, discusses the importance of engaging with taxes regularly to optimize financial health. Fay and Jody point out that most people only think about taxes once a year, and marketing plays a crucial role in shifting this mindset. The conversation highlights the need for trusted sources of tax information and the opportunity for financial institutions to lead that charge by helping customers navigate big life moments.