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Paladin Financial Talk

Paladin Financial Talk

Von: Jeffrey Foley Nikki Foley Eloisa Robison Matthew Bryant and Jeffery Quick
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 Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference. Ökonomie
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  • Episode 309: Tax Advice That's Actually Wrong - with Matt Bryant and Jack Ekholm

    Episode 309: Tax Advice That's Actually Wrong - with Matt Bryant and Jack Ekholm
    Jan 17 2026
    This episode exposes the "flat-out wrong" tax advice frequently shared by well-meaning friends, family members, and viral social media posts. We break down the most common myths that cause taxpayers to miss out on legitimate savings opportunities or, worse, land them in hot water with the IRS. Tune in to separate tax fact from fiction and learn how to ignore the noise so you can keep more of your hard-earned money this tax season.
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  • Episode 308: Tax Decisions You Didn’t Know You Made - with Ellie Robison and Jack Ekholm

    Episode 308: Tax Decisions You Didn’t Know You Made - with Ellie Robison and Jack Ekholm
    Jan 10 2026
    Many people make daily financial choices that carry heavy, unintended tax consequences without even realizing it. This episode pulls back the curtain on "silent" tax decisions. We explore proactive strategies to help you avoid these invisible drains on your wealth, ensuring that every move you make is as tax-efficient as possible.
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  • Episode 307: What Do I Need to Prepare My Taxes - with Jeff Foley and Jack Ekholm

    Episode 307: What Do I Need to Prepare My Taxes - with Jeff Foley and Jack Ekholm
    Jan 3 2026
    As we head into the 2025 tax filing season, this episode provides a comprehensive checklist of the essential documents you’ll need, from W-2s and 1099s to the vital direct deposit information required by the IRS’s new digital-first refund policy. We break down the major changes from the "One Big Beautiful Bill Act," detailing how the higher SALT cap, expanded Child Tax Credit, and brand-new deductions for auto loan interest could significantly boost your refund. Tune in to learn how to organize your records now to maximize these new benefits and ensure a smooth, stress-free filing experience.
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