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Episode 301: End of Year Tax Planning - with Jeff and Nikki Foley episode artwork

EPISODE · Nov 22, 2025

Episode 301: End of Year Tax Planning - with Jeff and Nikki Foley

from Paladin Financial Talk · host Jeffrey Foley, Nikki Foley, Eloisa Robison, Matthew Bryant and Jeffery Quick

The final weeks of the year are the most crucial window for implementing tax-saving strategies that can significantly impact your 2025 return and beyond. This episode delivers an actionable checklist of must-do items, from maximizing retirement contributions to executing effective tax-loss harvesting in your investment portfolio. We'll walk you through the key deadlines and decisions—including Roth conversions and charitable giving—to ensure you don't miss an opportunity to keep more of your hard-earned money.

What this episode covers

The final weeks of the year are the most crucial window for implementing tax-saving strategies that can significantly impact your 2025 return and beyond. This episode delivers an actionable checklist of must-do items, from maximizing retirement contributions to executing effective tax-loss harvesting in your investment portfolio. We'll walk you through the key deadlines and decisions—including Roth conversions and charitable giving—to ensure you don't miss an opportunity to keep more of your hard-earned money.

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Episode 301: End of Year Tax Planning - with Jeff and Nikki Foley

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How long is this episode of Paladin Financial Talk?

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When was this Paladin Financial Talk episode published?

This episode was published on November 22, 2025.

What is this episode about?

The final weeks of the year are the most crucial window for implementing tax-saving strategies that can significantly impact your 2025 return and beyond. This episode delivers an actionable checklist of must-do items, from maximizing retirement...

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