Tax Mistake #1: Not Earning Enough Interest on Your Cash

The Executive Financial Planning Podcast · Aug 5, 2026 · 4m

Our firm reviews around 250 client tax returns a year and we find mistakes on 20-30% of them. In this episode, Matt Daugherty break down one of the most common mistakes: the interest income that gets left off line 2B of your 1040. Matt breaks down a simple fix that could save you a tax headache and put real yield back in your pocket.