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Showing episodes and shows of
Jeffery Allen
Shows
Paladin Financial Talk
Finance Book Club: The Intelligent Investor
First published in 1949, The Intelligent Investor is full of timeless wisdom that anyone can use to educate themselves on making smart investment decisions. You don’t need to be a stock market whiz to understand this book. Graham’s main message is protect yourself from big mistakes, stay calm, and invest with a margin of safety.
2025-04-26
00 min
Paladin Financial Talk
8 Tips for Educating Yourself Financially
In this episode we discuss 8 key tips to help you financially, now and for the future.
2025-04-19
00 min
Paladin Financial Talk
Thriving with Your Money Tree
In this episode of Paladin Financial Talk, join host Nikki Foley and co-host Tony Shore are pleased to invite special guest Mariann Montagne, Chartered Financial Analyst and president of Mosaic Consulting. Gain insights into the challenges and opportunities women face in finance and discover strategies for achieving financial success. To contact Mariann go to thrivingwithyourmoneytree.com or email her at: mmontagne@mosaicconsultingllc.net
2025-04-05
00 min
Paladin Financial Talk
Unlocking Workplace Perks: Maximizing Your Benefits
This week, Investment Advisor Nikki Foley joins co-host Tony Shore explores how employees can fully leverage the benefits and resources offered by their employers. From health insurance to supplementary benefits, this episode provides actionable insights on optimizing these offerings to boost career satisfaction and well-being. Tune in for this week’s advice on making the most of your workplace perks and enhancing your overall job experience, whatever the stage of your career!
2025-02-08
00 min
Paladin Financial Talk
Solving Your Financial Challenges
In this episode, we dive deep into common financial struggles and provide practical solutions. From managing debt to saving for the future, we offer expert advice and actionable steps to help you achieve your financial goals. Join us as we empower you to take control of your finances and build a brighter financial future.
2024-10-19
00 min
Paladin Financial Talk
What is a fiduciary?
In this episode, we explain what it means to be a fiduciary and why it’s important when choosing a financial advisor. We discuss how fiduciaries are legally required to act in your best interest, ensuring transparency and trust in financial planning. Plus, we highlight how Paladin, as a financial planning firm, can help you navigate your financial journey with personalized, client-focused strategies.
2024-10-12
00 min
Paladin Financial Talk
Long-Term Care Options
In this episode, we dive into the crucial topic of long-term care planning. Discover the costs associated with various care options and explore strategies to protect your assets while ensuring adequate coverage for your future needs. Join us as we go over the options you can use to pay for long-term care with some advanced planning.
2024-09-28
00 min
Paladin Financial Talk
Navigating Retirement Healthcare Expenses
Paladin Financial Talk is bringing you a three-part series on Funding Your Future: Navigating Retirement Healthcare Expenses. We will break down the basics, clarify common misconceptions, and provide practical tips to help you make informed decisions about your healthcare in retirement. Whether you're navigating Medicare enrollment, considering long-term care options, or planning for future health needs, this episode will equip you with the knowledge you need to feel confident in your choices. Tune in and take control of your retirement health journey!
2024-09-14
00 min
Paladin Financial Talk
Frugal Living: Making it a Lifestyle
In this episode, host Jeff Foley, CFP, and co-host Tony Shore discuss how frugal living can be a path to financial independence and early retirement. Listen to stories and strategies from those who have achieved financial freedom through disciplined saving and spending.
2024-07-27
00 min
Paladin Financial Talk
Can Frugal be Fun?
Forget deprivation diets for your wallet! This episode dives into the surprising world of frugal living, where you'll discover how to save money without sacrificing enjoyment. We'll explore creative ways to stretch your dollars and unlock the fun that comes with being financially savvy.
2024-07-06
00 min
Paladin Financial Talk
Living the Dream? Buying Timeshares and RVs in Retirement
Today, we're delving into a topic that's gaining popularity among retirees: the decision to purchase timeshares and RVs. These options offer unique lifestyle benefits, but how do they impact your financial plan and what are some of the pros and cons?
2024-06-29
00 min
Paladin Financial Talk
Home Sweet Home
Homeownership can be a goldmine in retirement. This episode dives into unlocking your home equity's potential, exploring strategies like HELOCs, home sales and reverse mortgages, and unpacking the key considerations to ensure a secure and comfortable golden age.
2024-06-15
00 min
Paladin Financial Talk
Buy-Sell Agreement and Premium Finance
This episode dives into buy-sell agreements, a crucial tool for business partners. We'll explore how life insurance and premium financing can work together to ensure a smooth ownership transition in the event of a partner's death or disability. Tune in to learn how to protect your business and your loved ones.
2024-06-01
00 min
Paladin Financial Talk
Navigating Your Long-Term Healthcare Journey
In this episode of Paladin Financial Talk, co-hosts Nikki Foley and Tony Shore explore the topic of life insurance and its multifaceted roles, including the crucial role life insurance plays in addressing long-term healthcare needs and protecting your financial future. From understanding the staggering costs of healthcare in retirement to exploring innovative strategies like hybrid life insurance and leveraging Health Savings Accounts (HSAs), we equip you with the knowledge to navigate life's financial maze with confidence.
2024-05-18
00 min
Paladin Financial Talk
Thriving with Your Money Tree: Women in Finance with special guest Mariann Montagne, CFA
In this episode of Paladin Financial Talk, join host Nikki Foley and co-host Tony Shore as they delve into the intersection of finance and empowerment with special guest Mariann Montagne, Chartered Financial Analyst and president of Mosaic Consulting. In honor of Women's History Month, they explore the historical significance of Women's History Month, highlighting the pivotal role women have played in shaping the finance sector. Gain insights into the challenges and opportunities women face in finance and discover strategies for achieving financial success. Check out Mariann's website here: https://thrivingwithyourmoneytree.com/
2024-03-23
00 min
Paladin Financial Talk
Estate Planning with Special Guest Attorney Matt Tramm
Jeff Foley welcomes special guest estate planning attorney Matt Tramm to talk about what you need to do to make sure your loved ones are taken care of after you and/or your spouse pass.
2023-12-23
00 min
Paladin Financial Talk
Navigating Business Tax Deductions: Strategies for Financial Success
Learn how to maximize your business tax deductions and save money on your taxes in this episode of Paladin Financial Talk. We'll discuss eligible expenses, common mistakes to avoid, and tips for working with your CPA.
2023-10-21
00 min
Paladin Financial Talk
Tax Deductions for the Standard American
Tax planning is a huge component of your financial plan, so in this episode we hope to communicate some tips for you to take to your tax guy… if they are not already having these discussions with you.
2023-10-14
00 min
Paladin Financial Talk
Planning for the Future - Income Taxes
In this episode Jeff and Nikki talk about the importance of planning for income taxes.
2023-10-07
00 min
Paladin Financial Talk
Student Loans and Sports
In this episode Ellie Robison and Tony bring on special guest host Zach Langemeier to talk a little bit about sports and a lot a bit about student loans. This episode is not just for young people! It applies to parents and grandparents as well, so tune in to learn more!
2023-09-16
00 min
Paladin Financial Talk
5 Tax Breaks to Help Parents Save Money
There are five areas of focus today: Adoption, Child Tax Credit, Dependent Care Savings Account, 529 Plans or other savings vehicles, and Hiring your Kids. Listen into Jeff and Tony as they discuss those 5 areas and how they may help you save money in the long run.
2023-09-09
00 min
Paladin Financial Talk
Retirement Parties
In this episode we discuss the how, what, why and when of retirement parties. From why they are a good idea, to tips on how to make them great.
2023-08-26
00 min
Paladin Financial Talk
Everyday is a Saturday: Financial Challenges in Retirement
Jeff Quick talks about why every day in retirement is a Saturday and why that means you need a plan for financial challenges in retirement.
2023-08-19
00 min
Paladin Financial Talk
Your Retirement Manifesto
In this episode we go over what a retirement manifest is and why you need one.
2023-08-12
00 min
Paladin Financial Talk
Happy Transistion Into Retirement
We all want to have a happy retirement. Making sure we are prepared for the transition can be a big part of that. In this episode we talk about those transitions and how to be happy!
2023-08-05
00 min
Paladin Financial Talk
The Psychology of Relationships and Retirement
In this episode Nikki welcomes special guest psychologist Shancy Kelly to discuss the psychology of relationships and retirement.
2023-07-29
00 min
Paladin Financial Talk
Love Languages - How to strengthen relationships in your life
In this episode we continue our lifestyle series. Ellie Robison talks about the 5 “Love Languages” and how you can use this to strengthen your friendships, romantic relationships, or even team dynamics at work.
2023-07-22
00 min
Paladin Financial Talk
Lifestyle Planning - Relationships
In this episode Nikki and Jeff discuss retirement and lifestyle planning for couples.
2023-07-08
00 min
Paladin Financial Talk
The Lives of Successful Women
As it relates to lifestyle living, continuing work into your 80s, and tidbits of how the financial industry works.
2023-06-24
00 min
Paladin Financial Talk
Nutrition for a Healthy Lifestyle
In this episode Nikki Foley welcomes special guest and personal trainer Molly Guerin to talk about nutrition for a healthy lifestyle.
2023-06-17
00 min
Paladin Financial Talk
Aging Well in Retirement
In this show Jeff Quick talks about key steps to help you age well in retirement.
2023-06-10
00 min
Paladin Financial Talk
Living and Leaving a Larger Legcy in Retirement with Jay Dacey
In our continuing lifestyle series we welcome mortgage specialist Jay Dacey to talk about using your home equity to create a larger legacy in retirement.
2023-06-03
00 min
Paladin Financial Talk
Working in Retirement
What happens if you want to, or need to go back to work in retirement? We discuss the pros and cons and what you need to consider.
2023-05-27
00 min
Paladin Financial Talk
Thriving in Retirement
We continue our lifestyle series and welcome special guest Ellie Robison to talk about the importance of having a goal for your retirement and how to plan for one.
2023-05-13
00 min
Paladin Financial Talk
Annuities Part 2 with Jeff Quick
In this episode Jeff Quick talks about what you need to know about annuities.
2023-04-15
00 min
Paladin Financial Talk
Annuities: The Good the Bad and The Ugly
In this show Jeff and Jaime talk about annuities. What's good and what's not.
2023-04-08
00 min
Paladin Financial Talk
Taxes and the Power of When Pt. 1
Have you ever opened an investment account? A 401(k), 403(b), IRA … If so, you made a financial, tax and estate decision in this one action. In this episode we talk about why taxes play such a big roll in financial and retirement decisions.
2023-02-25
00 min
Paladin Financial Talk
What the heck is a MYGA?
In this episode the two Jeffs talk about MYGA's... what they are and why you might want them to be a part of your financial plan.
2023-02-11
00 min
Paladin Financial Talk
The Paladin Plan
In this episode we go over the Paladin Plan for your financial future. It's the process you need to know to help get your finances in order. Find out more here: https://financialpaladin.com/
2023-01-28
00 min
Paladin Financial Talk
Get Your Finances Ready for the Future
During this episode, we’re going to look into some of the things you can do to improve your finances and strategies for the coming months.
2023-01-21
00 min
Paladin Financial Talk
Biggest Tax Legislation in 3 years - The Secure Act. 2.0
In this episode we welcome special guest Jaime Malm to discuss some of the key changes you need to be aware of from the new Secure Act 2.0.
2023-01-07
00 min
Artist Interviews on Maverick 100.9
Jeffery Allen Imler Interviews September 2022
Jeffery Allen Imler makes Corliss cry in today's interview for the BEST reasons!
2022-09-26
09 min
Get to Know - with Dallen and Alex
Ep. 8 - Your First Exposure to PEDs feat. Joe Jeffery | When, What and How Much To Use
We had the pleasure of having mr. Joe Jeffery on the podcast today discussing when, what and how much drugs to use for your first exposure to PEDs should you wish to go down this path. We also discussed potential implications and alternative pathways and drugs available you may consider instead of or alongside these drugs. If you wish to learn more about this topic, we strongly recommend joining The Physique Collective subscription site (only £7pm) and you can access a free 7-day trial here : app.physiquecollective.com/register/?pa=FREETRIAL
2022-08-14
50 min
MentorCore
Episode 15: Jeff Peal
Joining us this week is Jeff Peal, Information Security Officer at Sullivan Potter. Jeff joins us today to talk about these great topics: The importance of curiosity and wanting to knowhow things work when in information security Resources available for learning more about how systems work What is exciting in information security right now? Key tips for people entering or wanting to enter the information security field now How does wellbeing fit into our own lives and creating the culture of wellbeing for teams? And, of course, we learn the best advice that Jeff has ever gotten...
2022-07-08
27 min
Paladin Financial Talk
Market Update - This is Bear Country
The market has fallen into bear territory. But what does that mean for you and your finances? In this episode Jeff talks about ways to deal with the market volatility and what to avoid.
2022-06-18
00 min
Paladin Financial Talk
Retirement Checklist
We go over the things you need to know and do to have a successful retirement.
2022-05-28
00 min
Paladin Financial Talk
Different Strategies of Annuitization - Getting the Most Out of Your Annuity
What if you have an annuity that's not right for you? In this episode Jeff welcomes Trevor Neufeld to help discuss strategies to get the most out of your annuity.
2022-04-23
00 min
Paladin Financial Talk
Annuities - The Good, The Bad, and The Truth
When people hear the word annuity they almost immediately have a strong reaction either good or bad. What is an annuity and Why are they often polarizing?
2022-04-16
00 min
Paladin Financial Talk
The Baby Boomer Dilemma
In this episode Jeff welcomes special guest Jaime Malm to discuss the new documentary, The Baby Boomer Dilemma and the path to a comfortable retirement.
2022-04-09
00 min
Paladin Financial Talk
6 Investment Tips That Can Reduce Worry in Retirement
In this show Jeff covers 6 investment tips that could help reduce your worry in retirement.
2022-04-02
00 min
FIND US ON THE DEEP TWO PODCASTING NETWORK
#79 2nd Annual Kyrgiosfest & Grayson Allen go to hell
It's that time of year where the streets of Melbourne fill with the exasperated grunts of tennis players and the racist groans of Fairfax columnists. Lukas and Marco celebrate pod idol Nick Kyrgios, dissect the latest "thinkpiece" moaning about his "antics" and pat themselves on the back for cancelling Novak Djokovic over his donkey milk monopoly a year ago. Then, after Grayson Allen's awful foul on Alex Caruso, should he even be in the league? Plus: Bryn Forbes join the Nuggs and Marco suggests another trade to Lukas.
2022-01-24
58 min
Flipboard EDU Podcast
Episode 61: Josh Allen and Curation
Josh Allen is the technology integration specialist and unofficial communication specialist at Lewis Central. He is a former president of the Nebraska Educational Technology Association, Nebraska’s ISTE affiliate, and an ISTE Making It Happen Award winner. He is an avid Flipboard user like myself and uses it in many unconventional ways, including teachers’ professional development, school-to-community communication, and curating exceptional content to share with students.In this episode, we speak to Josh about using Flipboard as an educator. We discuss how it allows him to share and curate useful content from across the web. We also spea...
2021-11-22
29 min
Flipboard EDU Podcast
Episode 61: Josh Allen and Curation
Josh Allen is the technology integration specialist and unofficial communication specialist at Lewis Central. He is a former president of the Nebraska Educational Technology Association, Nebraska’s ISTE affiliate, and an ISTE Making It Happen Award winner. He is an avid Flipboard user like myself and uses it in many unconventional ways, including teachers’ professional development, school-to-community communication, and curating exceptional content to share with students.In this episode, we speak to Josh about using Flipboard as an educator. We discuss how it allows him to share and curate useful content from across the web. We also spea...
2021-11-22
29 min
Flipboard EDU Podcast
Episode 61: Josh Allen and Curation
Josh Allen is the technology integration specialist and unofficial communication specialist at Lewis Central. He is a former president of the Nebraska Educational Technology Association, Nebraska’s ISTE affiliate, and an ISTE Making It Happen Award winner. He is an avid Flipboard user like myself and uses it in many unconventional ways, including teachers’ professional development, school-to-community communication, and curating exceptional content to share with students.In this episode, we speak to Josh about using Flipboard as an educator. We discuss how it allows him to share and curate useful content from across the web. We also spea...
2021-11-22
29 min
Paladin Financial Talk
Taxes and the Power of When
Would you rather pay taxes now, or in retirement? That's a big question for financial planning and in this show Jeff tackles that topic and talks about possible tips and strategies to help minimize your tax burden.
2021-11-20
00 min
Paladin Financial Talk
Protect yourself, and your money, from scams
During this episode, we’re going to highlight some common financial scams and what you can do to better protect yourself and your money.
2021-10-16
00 min
Paladin Financial Talk
10 Retirement Readiness Questions
In this episode Jeff talks about the 10 questions you need to ask yourself to make sure you will be ready for retirement.
2021-10-02
00 min
Paladin Financial Talk
Finding Money in Retirement
During this show, we’ll examine some ways you may be able to find extra cash after you’ve retired, in a variety of options.
2021-08-07
00 min
Paladin Financial Talk
Retirement and Financial Steps at Ages 50 and 65
During this show, we examine some of the financial resources and possibilities that are available to you at the very important ages of 50 and 65.
2021-07-31
00 min
Paladin Financial Talk
Running your personal finances like a business
During this episode we discuss how running your personal finances like a business makes sense. It's accounting 101, using the two main reports for any business. Balance Sheet and Income Statement (P and L). The same applies to your personal finances.
2021-07-10
00 min
Paladin Financial Talk
Helping your parents with their finances
During this episode, we’re going to discuss the steps you should take if you need to help your retired or nearly-retied parents, with their finances and financial strategy. We’ll also examine how some of the things you learn while working with your parents may improve your own finances.
2021-06-26
00 min
Paladin Financial Talk
Your Financial Time Machine Is Already Here
During this episode, we’re going to discuss some of the financial insights and lessons you’ve learned during your life and how you can put that information to work helping your kids and grandkids make their own financial strategies stronger.
2021-06-05
00 min
Paladin Financial Talk
What Mt. Everest Can Teach You
In this episode Jeff talks about people that are at or near retirement and are trying to determine what they're going to do with their assets going forward. We talk about the risks and tips that can hopefully help you properly handle your assets for retirement.
2021-05-08
00 min
Hip Hop Marvels Podcast
INBETWEENERS: ALL CAPS - MF DOOM Web Comic (Troy Jeffery Allen, Maia "Crown" Williams & Sean "SMACK!" Mack)
Hip Hop Marvels Podcast INBETWEENERS, showcasing MARVELous people doing MARVELous things within the culture! This time Dub chops it up with writer, publisher, producer extraordinaire... Troy Jeffery Allen, executive manager, CEO & founder of MECCAcon... Maia "Crown" Williams & illustrator... Sean "SMACK!" Mack about their new six page MF DOOM web comic, "ALL CAPS" which is FREE & dropped all across the net on 4/20! "WE GOT IT LOCKED FROM THE BLOCK TO THE COMIC SHOP!" 🗨️💥ALL CAPS... In the wake of his passing last October, the true life story of MF DOOM (real name: Daniel Dumile) has been the topic of many...
2021-05-04
58 min
Paladin Financial Talk
Breaking down the Biden tax plan
We examine some of the most significant elements of the Biden tax plan proposal and what some of its details may mean for your financial strategy in both the near term and the long term.
2021-05-01
00 min
The Short Box Podcast: A Comic Book Talk Show
Ep.319 - PREVIEWS World w/ Troy Jeffery-Allen
Troy Jeffery-Allen is an Editor & Content Manager for PREVIEWS World, home of the monthly catalog: PREVIEWS, which contains hundreds and hundreds of pages of upcoming comics and related merchandise, and a pop culture network of the same name. Troy joins Badr and Cesar this week to chat about the perks of the job, comic journalism and his new MF DOOM tribute comic, which is available to read for FREE at CreateTheCulture.Today Like our content and want to support the show? Join our Patreon community and get access to tons of bonus content!
2021-04-21
1h 32
Paladin Financial Talk
Why Work with a Financial Advisor
In this episode we talk about the benefits of working with a financial advisor and how they can help you with a financial plan for your future.
2021-04-17
00 min
Paladin Financial Talk
Roth Conversion: Is Now The Time?
In this episode Jeff talks about Roth Conversions with helpful tips to consider when converting your traditional retirement account to a Roth. Register now for our online seminar to learn more on this topic! Go to Webinar registration link: https://rb.gy/lyio6t You can also register by calling 651-842-8406 or email us at info@financialpaladin.com
2021-04-03
00 min
The Hot Ticket Cigar Podcast
EP 191 - Jeffery & Chris (Owners of Amendola Cigars) Interview!
We welcome to the show for the first time, Jeffery Amendola & Chris Monaco, Owners of Amendola Cigars. We talk about how it all got started, how they weathered the FDA scare and the COVID-19 pandemic and their big plans for the future. All on this week's episode of "The Hot Ticket" ***Please subscribe, rate, & review!*** Check out our website @ www.hotticketweekly.com Reach us at: IG Chris - hotticketchris IG Cory - thehotticketpod Check out our show sponsor MyCigarPack. www.mycigarpack.com
2021-03-29
1h 44
Paladin Financial Talk
What the American Rescue Plan Means for You
During this episode, we’re going to do a deep analysis of the recently passed American Rescue Plan. In our final segment, we’ll address some good post-pandemic budgeting options.
2021-03-20
00 min
Paladin Financial Talk
Are You Ready for Tax Season?
During this episode, we’ll discuss some potential tax breaks for people who are in their 50s and 60s, the self-employed, and tax breaks that anyone can take advantage of.
2021-02-27
00 min
Paladin Financial Talk
What do I do if my spouse spends too much money?
Overspending by a partner is often a serious problem that can damage relationships or worse, lead to bankruptcy and divorce. In this show we talk about the problem and some possible solutions.
2021-02-06
00 min
Paladin Financial Talk
Random Acts of Financial Planning
In this episode Jeff tackles a number of financial planning topics, from market volatility, retirement accounts and more!
2021-01-23
00 min
Calgary Business Podcast
Open People Network | CEO and founder, JP -- Jeffery Potvin (episode 226) | 12 January 2021
Jeffery (also known as Jeff or JP) has been “Open” with startups and founders for a long time, dating back to his days as an internal IT / dev guy for the Loblaw’s grocery chain. In those days, Jeffrey used his server room to meet with startups that “pitched” their ideas for the Loblaw ecosystem; fast forward a few years and now Jeffery and his Open People Network (“OPN”) team use Zoom, YouTube, Podcasts and social media to bring entrepreneurs and investors together. Jeffery did get on the end of the Kaboose, drove down Route 15 and made a HardBoot befo...
2021-01-12
1h 13
Paladin Financial Talk
2020 In Review and 2021 Outlook
In this episode Jeff reviews what happened financially in 2020 and then talks about where we are headed in 2021 and what you can do to be financially sound and prepared.
2021-01-09
00 min
Paladin Financial Talk
Using a bucket strategy to plan for retirement
In this episode Jeff talks about putting your money in different categories or "buckets" to help properly allocate your assets and help you save more money for when you need it.
2020-11-21
00 min
Paladin Financial Talk
What impact is the election having on the markets?
In this episode Jeff talks about the elections and the impacts it has on the market and why having a solid plan helps.
2020-11-07
00 min
Paladin Financial Talk
Dealing with a forced early retirement
What to do when you are forced to retire early.
2020-10-31
00 min
Paladin Financial Talk
Tricks to Fix Your Finances
During this episode, we’re going to discuss the ways you can make some small but powerful changes to your financial habits. Combining a few of these steps could have a profound impact on your finances.
2020-10-24
00 min
Paladin Financial Talk
7 Mistakes People Make When Choosing a Financial Advisor
In this episode we discuss what you need to know about choosing the right financial advisor. We go over the questions you need to ask and the mistakes that you need to avoid.
2020-10-17
00 min
Paladin Financial Talk
Adulting Tips for Pandemic Times
In this episode Jeff goes over ways to get your finances in shape during turbulent times.
2020-10-03
00 min
Paladin Financial Talk
Mastering the Last Five Years
During our episode today, we’re going to discuss specific steps you can take in each of the last five years before retirement to better position yourself to enjoy the rewarding retirement you’ve worked so hard towards.
2020-09-19
00 min
Paladin Financial Talk
What You Need to Know About Annuities-Part 3
During this episode, we’ll be taking a close look at annuities to learn how to determine if they may fit your overall financial strategy. While an annuity may be able to provide lifetime income, there’s plenty of nuance, as well as pros and cons.
2020-08-29
00 min
Paladin Financial Talk
What you Need To Know About Annuities Part 2
In this episode we continue our discussion about annuities looking at the different types and the pros and cons.
2020-08-15
00 min
Paladin Financial Talk
What You Need to Know About Annuities
During this episode, we’ll be taking a close look at annuities to define exactly what they are, how they work, how much they cost and how to determine if they may fit your overall financial strategy. While an annuity may be able to provide lifetime income, there’s plenty of nuance, as well as risks, that you should be aware of.
2020-08-08
00 min
Paladin Financial Talk
Don’t Neglect Legacy Planning
For many people, going through the legacy planning process can seem overwhelming. But by being proactive, and keeping the process simple, you can ensure that your assets are distributed in the manner that you envision.
2020-07-04
00 min
Paladin Financial Talk
Retirement Ready Part 2 - Maximizing Social Security and Pensions
Most Americans will have Social Security to help with retirement and some may also have a pension, but what most people don't realize is that there are ways to get more money from Social Security and ways to maximize your pension. In this episode we talk about this and the strategies you can use.
2020-06-20
00 min
Paladin Financial Talk
Why target date funds miss the mark
In this episode Jeff talks about the pros and cons of target date funds and why it's important for you to understand what they are and how they work and how they can affect your retirement plans.
2020-05-16
00 min
Paladin Financial Talk
Avoiding Social Security Scams
Every once in a while, we hear about a new Social Security scam that targets retirees and pre-retirees. The latest version is another reason to be cautious about who you talk to and what you say.
2020-05-09
00 min
Paladin Financial Talk
Are you interested or are you committed?
Don’t let the perfect be the enemy of the good. When you know you need to do something, do it. If one of your goals is to make sure you have a good plan in place for retirement, here’s how that would work...
2020-05-02
00 min
Paladin Financial Talk
CARES Act: What you need to know
In this episode Jeff analyzes The CARES Act, by looking at the benefits it provides and how it affects you. From rebate checks, and small business relief to changes in the rules for your retirement accounts.
2020-04-11
00 min
Paladin Financial Talk
Break Your Bad Financial Habits
With just a few changes you can turn your bad financial habits into good habits that leave you planning for the future with confidence and excitement.
2020-03-28
00 min
Paladin Financial Talk
Surviving and Thriving in any Market
What does it take to survive and thrive in an up and down market? Jeff talks about the extreme market volatility that we have seen recently and how to move forward in a time of crises. Listen as he talks about how to keep calm, get a plan and then stick to it.
2020-03-21
00 min
Backstage Pass
Interview with Kendall Shaffer and Jeffery Allen Imler
Austin James talks with South Louisiana residents and songwriters Kendall Shaffer and Jeffery Allen Imler on Backstage Pass
2020-03-13
19 min
Paladin Financial Talk
Market Volatility and Your Money
There is a lot of volatility in the market and concerns of how the Coronavirus will continue to affect investments and the economy. Jeff welcomes special Guest Matt Bryant from Gradient Investments to talk about the markets and what is going on currently. They discuss ways to help plan and stay on course with your investments.
2020-03-13
00 min
Not Just A Bikini Girl
Resistance, The Mind & Competing Feat Soph Allen
Soph Allen is an Australian fitness girl boss (in a nutshell). Having competed herself in WBFF and helped thousands of girls both mentally and physically. We spoke about her latest project (which was under construction at the time), her competing journey and why the mind is so important to getting everything you want out of life! Content Includes: Who is Soph? Her competing background Resistance to tracking & how this can affect your mindset into prep Taking a long off-season, the pros and cons Her new project which is now LIVE / the deets The skills you can learn and why it’s...
2020-01-25
43 min
Paladin Financial Talk
Dream/Do - Women and Wealth
In this episode Jeff talks about empowering women to dream big and then do what it takes to turn those dreams into reality. Women face many financial challenges in retirement that women don't. We talk about tips and strategies to overcome this.
2019-12-14
00 min
Paladin Financial Talk
Personality and Retirement
Could your personality type make you more likely to have trouble in retirement? A new study says it could. We also discuss a few mistakes to avoid regardless of your personality.
2019-12-07
00 min
Paladin Financial Talk
Managing Risk in Retirement
Once in retirement you need to minimize the risk you take with your money. In this episode we talk about ways to minimize your risk and help you manage and grow your money.
2019-11-23
00 min
Paladin Financial Talk
The Danger of Financial Assumptions
It can be a dangerous choice to make assumptions when it comes to money, retirement and investing. This episode looks at some false retirement assumptions as well as some things you may assume you know about what happens when the Federal Reserve cuts interest rates.
2019-11-16
00 min