Épisodes

  • Episode 310: Taxes: Do it Yourself or Pay a Pro? - With Jeff Quick

    Episode 310: Taxes: Do it Yourself or Pay a Pro? - With Jeff Quick
    Jan 24 2026
    As tax laws grow increasingly complex, this episode weighs the risks of DIY filing against the strategic advantages of hiring a qualified professional to handle your returns. We discuss how a tax expert can identify overlooked deductions and credits that often more than offset their fee while providing crucial protection and representation in the event of an audit. Tune in to learn why viewing tax preparation as a long-term investment rather than an annual expense is essential for maximizing your wealth and ensuring total peace of mind.
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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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  • Episode 306: Financial Lessons from "A Christmas Story" - with Jeff Quick

    Episode 306: Financial Lessons from "A Christmas Story" - with Jeff Quick
    Dec 27 2025
    Jeff Quick unwraps the timeless money lessons hidden within the holiday classic, A Christmas Story. We dive into the economics of Ralphie’s persistent quest for the Red Ryder BB gun, exploring what his mission teaches us about goal setting, prioritization, and the real-world value of a "major award." Jeff shares how to apply these nostalgic insights to your modern-day financial plan, helping you navigate the holiday season with focus and avoiding the "triple dog dare" of overspending.
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  • Episode 305: Financial Lessons from "A Christmas Carol" - with Matt Bryant

    Episode 305: Financial Lessons from "A Christmas Carol" - with Matt Bryant
    Dec 20 2025
    In this special holiday episode, we explore the timeless themes of Charles Dickens’s classic tale through a modern financial lens. We examine the transformative journey of Ebenezer Scrooge to highlight the profound impact that mindset and generosity have on long-term wealth and fulfillment. Join us as we uncover essential money lessons from the past, present, and future to help you build a richer legacy beyond just the numbers.
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  • Episode 304: Financial Lessons from "Die Hard" - with Jeff Foley

    Episode 304: Financial Lessons from "Die Hard" - with Jeff Foley
    Dec 13 2025
    In this episode, we continue our holiday streak by dissecting the biggest financial caper in cinema history, Hans Gruber's $640 million heist. We delve into the concept of untraceable bearer bonds, explaining why they were the perfect asset for a sophisticated thief and what they mean for modern investors. Tune in to learn why having a strong, protected portfolio is the ultimate defense against getting your finances hijacked.
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  • Episode 303: Financial Lessons from "It's a Wonderful Life" - with Matt Bryant

    Episode 303: Financial Lessons from "It's a Wonderful Life" - with Matt Bryant
    Dec 6 2025
    This holiday episode features financial advisor Matt and co-host Tony drawing timeless financial lessons from the classic film, It's a Wonderful Life. With a blend of humor and practical advice, they dissect George Bailey's struggles and triumphs, examining everything from the power of community banking to the true value of life insurance. Tune in to discover how the principles that saved the Bailey Building & Loan can help you build your own wonderful financial life.
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