strategies

Winning the IRS Employment Game: A Strategic Guide

I recently shared a post regarding the Internal Revenue Service’s “hiring” push that is unlikely to result in any material impact on agency goals and objectives. However, at the end of the post, I mentioned how there would be some terminated or laid-off IRS employees that may be considering returning to the Service for the upcoming filing season, and how these employees could maximize the opportunity regardless of how indeterminate their employment time may be. Here are my recommendations for getting maximum benefit as a re-hired IRS employee:

  • Prior to returning to the office, schedule any doctor and specialist appointments so that your reinstated federal health insurance can cover those visits. For instance, if I was a former IRS employee that intends to be rehired before the filing season begins, I’d start scheduling doctor appointments for February and March 2026. I’d be sure to focus on those specialists that have a 6-9 months wait list, as well as any doctors that I have been unable to visit while I’ve been unemployed. I’d put those appointments on President’s Day if possible (this is a federal holiday that is open for many businesses, including a good number of medical offices). If, for some reason, I am not hired or my insurance is not reinstated within a few days of the appointment, I’d call and reschedule. I’ve lost nothing, and the medical office still has time to offer that space to another patient.
  • Leverage your lunch time and after work hours to complete free Skillsoft training to qualify you for a different job. Since it’s been more than a decade since I worked for IRS, I’m unsure how much access employees have within Skillsoft. However, if you are a rehired employee, confirm the Skillsoft access information in your employee handbook or through intranet pages. See if there is an option to download the Skillsoft app to your personal device, where you can use your agency log-in information to complete training when you’re off the clock. If so, explore the training paths that are most beneficial to your goals and use this re-employment period to complete the training. As you complete courses, make sure you retain copies of your completion records, lest they become unavailable to you in the future. Some programs I’d recommend are the project management and business analysis tracks (successfully completing Skillsoft training in either area is accepted by the Project Management Institute and the International Institute of Business Analysis). However, if you’d like to know of additional Skillsoft training that I recommend, let me know, and I’ll do another post.
  • Research the tuition reimbursement and student loan repayment options available to you. It’s uncertain whether these programs are going to be available when rehired employees return, but if I came back to the agency, this would be one of the first things I’d confirm. Generally, you must have at least one year of employment to qualify, but you’ll have to confirm whether there are additional criteria, such as whether the year of employment must be 12 consecutive months, if you must be a permanent employment (as opposed to seasonal) to qualify, if the benefits are available only to certain job series (positions), etc.,.
  • This is a perfect opportunity to utilize Employee Assistance Program (EAP) resources. Whatever you need that is available through EAP, go ahead and use it. I cannot remember the full extent of the resources available through IRS’s EAP, but these programs usually offer counseling and therapy services, financial and legal advice for personal purposes, and expedited referrals to various specialists. It’s a complimentary service so get as much as you can while you’re there.
  • Prioritize completing internal required and supplemental training and save documentation of it. Outside of Skillsoft, IRS used to maintain its own training materials. I advise you to take advantage of these training programs if still available and, should you find yourself laid off again, you’ll be able to prove that you’ve completed tax-relevant and other specialized training programs. These can be great if you enjoy working in finance or tax, and want to distinguish yourself from other applicants for other positions.
  • If at all possible, invest heavily in your Thrift Savings Program account. Socking away some retirement funds is always a good idea, and the effect of compound interest can work to your advantage. The sooner you put funds in, the longer you can benefit from the time advantage. So if you can put in a little (or a lot!), do it. Your future financial security will thank you for whatever you do now.

If you can think of additional strategies for rehired IRS employees, please leave those suggestions in the comments, so that others can benefit. Also, if there are any points that need correction, please let me know and I’ll be sure to update. Let’s help each other to make the best of this situation!

Know Yourself, Grow Your Wealth: Personality as Your Secret Weapon

In the world of financial advice, we’re bombarded with one-size-fits-all strategies: wake up at 5 AM, use this productivity system, invest here, cut these things out. But what if the secret to sustainable success isn’t forcing yourself into someone else’s mold but deeply understanding and leveraging your unique psychological design?

This approach – using personality frameworks as the foundation for business strategy – can transform how you create, market, and deliver your offerings. Instead of fighting against your natural tendencies, you can build a business that works with your innate patterns.

Why Traditional Business Advice Fails So Many Women

Most business strategies assume we all process information, make decisions, and engage with the world in roughly the same way. This assumption creates a painful gap between expectations and reality, particularly for women juggling multiple roles or navigating health challenges.

When we try to force ourselves into business models that contradict our natural cognitive and emotional patterns, we experience:

  • Energy depletion from constantly overriding our instincts
  • Decision fatigue from operating against our natural thinking style
  • Motivation dips when we can’t connect with our core drives
  • Authenticity struggles that customers subtly sense and distrust
  • Self-doubt when we can’t maintain prescribed business approaches

But what if your personality isn’t an obstacle to overcome but your greatest business asset?

The Power of Personality-Aligned Business

By understanding your cognitive style (Myers-Briggs) and motivational core (Enneagram), you can design a business that naturally leverages your strengths while supporting your growth edges. These are two of the assessments that I recommend when working with clients to create an Archetype Analysis and Alignment. These are a great starting point for creating a personality-aligned business. The Myers-Briggs and Enneagram assessments create a foundation for sustainable success without the exhaustion of constant adaptation.

Let’s explore how these two complementary frameworks illuminate different aspects of your business temperament:

Myers-Briggs: Your Cognitive Blueprint

The Myers-Briggs Type Indicator (MBTI) reveals how you naturally perceive information and make decisions – crucial processes in any business. Understanding your type illuminates which business activities will energize you, which will deplete you, and how to structure your workday for optimal energy management.

How MBTI Dimensions Impact Your Business Approach:

Extraversion (E) vs. Introversion (I): This dimension reflects where you primarily derive your energy—from the external world of people and activities (Extraversion) or from your internal world of ideas and reflections (Introversion).

  • Extraverted entrepreneurs may thrive with collaborative models, visible leadership, and interactive service delivery
  • Introverted entrepreneurs often excel with behind-the-scenes expertise, one-to-one client work, or systems that minimize constant social demands

Sensing (S) vs. Intuition (N): This dimension describes how you naturally gather and process information—through concrete, tangible details (Sensing) or through patterns, possibilities, and conceptual connections (Intuition).

  • Sensing business owners typically prefer concrete, practical offerings with clear deliverables and tangible results
  • Intuitive business owners may gravitate toward innovation, conceptual frameworks, and transformational outcomes

Thinking (T) vs. Feeling (F): This dimension reflects your decision-making approach—through objective analysis and logical principles (Thinking) or through consideration of personal and communal values (Feeling).

  • Thinking-oriented businesses often emphasize objective quality, logical systems, and clear principles
  • Feeling-oriented businesses frequently focus on client relationships, personalized experiences, and value-aligned impact

Judging (J) vs. Perceiving (P): This dimension indicates your preference for structure and closure (Judging) versus flexibility and openness (Perceiving) in how you organize your external world.

  • Judging entrepreneurs tend to create structured business models with clear processes and predictable delivery
  • Perceiving entrepreneurs often develop adaptable, responsive business approaches that shift with emerging opportunities

Enneagram: Your Motivational Core

While MBTI illuminates how your mind works, the Enneagram reveals why you do what you do—the core motivations and fears that drive your behavior, especially during times of stress or security. This framework provides invaluable insight into what truly drives you in business and where you might sabotage your own success.

How Your Enneagram Type Influences Your Business:

Type 1: The Perfectionist/Reformer

  • Business Strengths: Strong ethical foundations, attention to quality, systematic improvement
  • Rest Challenges: Perfectionism, difficulty delegating, constant self-criticism
  • Aligned Business Model: Standards-based offerings with clear quality markers and improvement metrics

Type 2: The Helper/Giver

  • Business Strengths: Intuitive understanding of client needs, relationship cultivation, supportive approach
  • Rest Challenges: Overextending, difficulty charging appropriately, putting others’ needs first
  • Aligned Business Model: Relational offerings with clear boundaries and value-based pricing

Type 3: The Achiever/Performer

  • Business Strengths: Efficiency, results orientation, strong branding, adaptability to market
  • Rest Challenges: Workaholism, identity fusion with business success, image management
  • Aligned Business Model: Achievement-focused offerings with clear outcomes and recognition components

Type 4: The Individualist/Romantic

  • Business Strengths: Unique vision, emotional depth, authentic expression, creative approaches
  • Rest Challenges: Mood-dependent productivity, comparison, waiting for inspiration
  • Aligned Business Model: Distinctive, meaning-focused offerings with creative components and personal expression

Type 5: The Investigator/Observer

  • Business Strengths: Deep expertise, innovative solutions, well-researched approaches
  • Rest Challenges: Overpreparation, difficulty with visibility, energy protection to the point of isolation
  • Aligned Business Model: Knowledge-based offerings that leverage expertise while protecting energy

Type 6: The Loyalist/Questioner

  • Business Strengths: Thoroughness, contingency planning, community building, problem anticipation
  • Rest Challenges: Anxiety-driven overwork, overanalysis, worst-case scenario focus
  • Aligned Business Model: Security-enhancing offerings with transparent processes and community components

Type 7: The Enthusiast/Epicure

  • Business Strengths: Creative ideation, enthusiasm, multi-faceted offerings, marketing flair
  • Rest Challenges: Starting without finishing, scattered focus, difficulty with routine maintenance
  • Aligned Business Model: Variety-incorporating offerings with novelty elements and freedom-enhancing components

Type 8: The Challenger/Protector

  • Business Strengths: Bold vision, decisive leadership, barrier breaking, straight-forward approach
  • Rest Challenges: Pushing beyond capacity, resistance to vulnerability, difficulty asking for help
  • Aligned Business Model: Impact-focused offerings with clear authority positioning and protection elements

Type 9: The Peacemaker/Mediator

  • Business Strengths: Inclusive approach, conflict resolution, seeing all perspectives, creating harmony
  • Rest Challenges: Self-forgetting, indecision, merging with others’ priorities, numbing out
  • Aligned Business Model: Integration-focused offerings with consensus-building elements and gentle guidance

Your Unique Combination: The Key to Aligned Success

When you integrate insights from both MBTI and Enneagram, you develop a comprehensive understanding of your business temperament—how your mind works and what motivates your heart. This unique combination creates your personal “energy blueprint.”

For example:

INFJ + Type 4:

  • Natural Strengths: Deep insight into others’ emotions and needs; ability to create meaningful transformational experiences
  • Rest Needs: Regular alone time for processing; protection from emotional overwhelm; creative expression without pressure
  • Business Alignment: One-to-one transformational work; content creation with depth and meaning; behind-the-scenes expertise

ENTJ + Type 8:

  • Natural Strengths: Strategic vision; decisive leadership; ability to create efficient systems
  • Rest Needs: Physical activity to release intensity; safe spaces for vulnerability; protected time free from control
  • Business Alignment: High-level strategy; leadership programs; bold initiatives with measurable impact

INTP + Type 5:

  • This is my MBIT & Enneagram!
  • Natural Strengths: Leveraging deep expertise to create knowledge-based offerings, innovative solutions, well-researched approaches
  • Rest Needs: Regular alone time, manageable levels of visibility and low-pressure expression
  • Business Alignment: One-to-one transformational work; content creation with depth and meaning; innovate adaptive and responsive business approaches

Transforming Business Through Self-Knowledge

Understanding your personality-based patterns allows you to:

  1. Design offerings that leverage your natural gifts rather than depleting your energy
  2. Structure your schedule around your inherent energy flow rather than fighting against it
  3. Market authentically by communicating in ways that reflect your natural style
  4. Set appropriate prices that honor your unique value contribution
  5. Create systems that support rather than override your patterns
  6. Establish boundaries that protect your specific energy vulnerabilities
  7. Identify ideal clients who appreciate your authentic approach

The Integration Challenge

Understanding these frameworks intellectually isn’t enough—integration requires intentional practice. Try one – or all! – of these approaches to begin aligning your business with your personality:

To start, one of these practices to implement for one week:

  1. One Task, One Type: Align your most important daily task with your MBTI cognitive strength.
  2. Type-Led Wind-Down: Create a nighttime routine based on your Enneagram rest need.
  3. No-Type Bypassing: Avoid behaviors that bypass your true needs (e.g., a Type 2 people-pleasing out of guilt).
  4. Energy Audit: Track when you felt most aligned vs. misaligned with your natural flow.
  5. Design Your Ideal Workday: Based on MBTI + Enneagram, sketch your ideal rhythm.

After the week, reflect: How did honoring your type(s) shift your energy or outcomes? What felt most liberating about working with, rather than against, your natural patterns?

Liberation Through Self-Knowledge

Understanding your unique personality patterns isn’t about limiting yourself—it’s about liberating yourself from the exhaustion of constant adaptation. It’s about recognizing that your success path looks different from someone with a different type—and that’s not just okay, it’s essential for your sustainable success.

Your personality patterns aren’t flaws to overcome but natural expressions of your unique design. When you build a business that honors these patterns rather than fighting against them, you create from a place of authentic power rather than exhausting compensation.

If you need more assistance with integrating your MBTI and your Enneagram, I can help you with that. What would become possible in your business if you fully embraced your unique psychological design?

Surviving AI: How To Thrive In All Professions

Artificial intelligence (AI) discussions have taken over many of the spaces that I frequent. Everyone is wondering how they will be able to keep their jobs if AI threatens to replace them. I haven’t had the same concern, and I’ll explain why in a moment (I’ll also tell you how to be AI-proof later in this post). To be clear, AI can absolutely replace MANY different professions, and I understand that some people are afraid that they may be next to be impacted. But I’m here to tell you that most people can not only survive the AI takeover, but THRIVE, earning more money and getting all of the things they’ve ever wanted: flexibility, work/life balance, and meaningful, interesting work.

I’m not concerned about AI overtaking a huge portion of the job market because I’m old enough to have seen more than one tech revolution. With every revolution, there are jobs eliminated . . . and jobs created. I remember when I had a typewriter in my home, and how the computer replaced it. But, as many of you know, computers – like typewriters – can malfunction, and thus need repair. Guess what? When tech fails, someone has to fix it! And even if you aren’t the repairer of said technology, you can be of service in a different way (remember that whole post on selling shovels? Yeah, I was sounding the alarm WAY before most people knew about ChatGPT). Certain skills are transferable (typing on the keyboard of a typewriter prepared me for typing on a computer keyboard: they’re the same!) and other skills are a slight pivot into a different modality (if you use creativity as a graphic designer, you can use creativity in other industries [once you learn the basics of that industry]).

Much like the automobile replaced the horse and carriage (I’m not old enough to remember that, but I know it happened!), and airplanes became the default method for long-distance travel (as opposed to trains and ships), newer technology will replace slower, less efficient existing technology. What’s interesting is that, while change will happen quickly, that doesn’t mean that the newer tech will overtake ALL existing processes. Despite there being many different electronic options for sending documents from one person to another, the US Postal Service still exists. The courts still require certain documents to be “served” via postal mail or hand delivery. In spite of the glorious technology of scanners and PDF formatting, there are still companies that only accept fax documents, and these companies PAY for additional phone services that allows for sending and receiving faxes. As recently as 2022, I knew someone living in Germany (a country known for being an industrial titan) that could only get documents from one doctor to another through faxing, and he still had to hand-carry prescriptions to the pharmacist. In short, new tech does not quickly and completely replace all existing old tech: it’s a process, and it could be years or decades before the transition is “complete”. In the case of the horse and buggy, there is still a subset of people in the United States – the Amish – that keep the carriage makers in business.

Aside from the points mentioned earlier, there are reasons why being AI-proof is worthwhile. Here is a quick guide to how to survive and thrive through the AI revolution, no matter what profession you’re in:

  • Learn to specialize in the things that AI does poorly. Anyone that has enjoyed using free or low-cost AI image generators has griped about the hands of the images. A great potential niche for digital artists is to specialize in fixing the error in these photos. For copywriters, AI does a great job of quickly coming up with text that matches the prompts entered, but, unless the text is edited for a more natural voice, these will fail the AI language checkers and fall victim to being “pushed down” in the algorithm. Editors that specialize in adding human (natural) voice touches are needed. Go into the many YouTube and Discord groups discussing the shortcomings of AI, and find something that you can offer to offset them.
  • Develop soft skills. This is going to be challenging for people who have relied heavily on technical expertise. While AI can automate those technical tasks and free up considerable time, it cannot replace uniquely human skills such as critical thinking, creativity, emotional intelligence, and problem-solving. Yes, not even ChatGPT 4 has mastered critical thinking and problem solving for the REAL WORLD (though, by all accounts, it’s getting closer). Developing your soft skills can set you apart from the machines that will undoubtedly eliminate most of the technical tasks you currently execute. In addition, soft skills can open up different revenue streams for people that may be in fields that are positioned to be completely eliminated by AI.
  • Diversify and expand your skills. This relates to the last point, because diversifying your skill set is critical for anyone that wants to weather the changes that can happen in any industry at any time. Consider expanding your skills to different areas within your industry and to different industries altogether. This opens up so many more opportunities and keeps you from being devastated by the impact of automation in your current area of expertise.
  • Embrace AI and technology in general. If you can’t beat them, join them. Rather than viewing AI as a threat, learn to embrace it and find a way to use it to your advantage. Now is a perfect time for this, since many AI tools are free to use and can be explored in whatever pockets of time you have. Try using AI to help you automate repetitive tasks, then watch even more of your time open up. You can also experiment with using AI’s decision making capabilities, and it can help you plan out your work or your life, thus freeing up your mental resources to be applied to some other project or passion (or passion project, if you’re anything like me).
  • Strengthen your network, or form a brand new one. Networking is critical in practically any profession, but especially in industries that are undergoing major changes due to automation. Stay connected with colleagues (current and previous), attend industry events, and participate in online forums to stay up to date on the latest developments and opportunities. If this is something you’ve never done before, prioritize doing it now.

There are many more specific things you can do, and I’ll be sharing more about that in upcoming articles. But this introduction to the idea will hopefully get the wheels turning and inspire you all to take steps to AI-proof your life. Do you have any strategies for surviving and thriving through AI’s takeover? I’d love to hear about it in the comments below!