"Keep What's Yours" is a podcast hosted by Jeff Zufall, the senior tax strategist and wealth advisor, focusing on tax season insights and financial advice. In this episode, Jeff and co-host Josh Gilbert discuss the conclusion of the first phase of tax season and the beginning of the extension and cleanup phase. They emphasize the importance of making estimated tax payments even if an extension is filed. The conversation covers the logistics of making tax payments online, the impact of tax law changes, and the benefits of adjusting withholdings to avoid owing taxes. They also touch on the IRS's revolving leadership, layoffs, and the discontinuation of the free file program. Additionally, they discuss the rising value of gold amid market turmoil and the implications of Social Security overpayments. The episode concludes with advice on tax-efficient retirement planning and the importance of consulting a tax advisor to optimize financial strategies.

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