Shows
Paladin Financial TalkEpisode 287: One Big Beautiful Bill Part 1 – with Jeff Foley & Jeff QuickIn this episode the 2 Jeffs, (Foley & Quick) dig into the details of the recent budget bill and what it might me for you and your finances.
2025-08-0900 min
Gradient Women In BusinessJust Move Forward with Jaime Malm and Nikki FoleyNikki Foley Sits down with industry veteran Jamie Malm to talk about: Time Management, maximizing employees’ strengths and Having processes in place
2025-05-1300 minPaladin Financial TalkFinance Book Club: The Intelligent InvestorFirst 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.
2025-04-2600 minPaladin Financial Talk8 Tips for Educating Yourself FinanciallyIn this episode we discuss 8 key tips to help you financially, now and for the future.
2025-04-1900 minPaladin Financial TalkLessons from the Millionaire Next DoorIn this episode, we dive into the key takeaways from The Millionaire Next Door and explore how its principles still hold strong when planning for retirement. From disciplined spending habits to living below your means, the book offers powerful insights into how everyday people build lasting wealth.
We discuss how these lessons can be applied to retirement planning—helping clients focus on long-term financial independence rather than flashy lifestyles. Whether you're advising high-net-worth individuals or everyday savers, this conversation is packed with practical wisdom that stands the test of time.
2025-04-1200 minPaladin Financial TalkThriving with Your Money TreeIn 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
2025-04-0500 minPaladin Financial TalkFinancial Implications of DivorceDivorce can have a significant and lasting impact on a client’s financial well-being, especially as they approach or navigate retirement. In this episode, we cover the key financial considerations of divorce, including asset division, Social Security benefits, retirement accounts, and spousal support.
Learn how to help clients avoid common financial pitfalls, protect their long-term goals, and restructure their financial plans post-divorce. Whether you work with individuals or couples, this episode will prepare you to better serve clients during one of life’s most challenging transitions.
2025-03-2900 minPaladin Financial TalkFinancial Empowerment for WomenIn this episode, we dive into the unique financial challenges women face and explore strategies for building wealth and confidence. We also discuss the history of women in finance and they role they currently play.
2025-03-2200 minPaladin Financial TalkWomen in Finance with Lisa SchreiberThis week, we sit down with Lisa Schreiber of Gradient Investments to discuss her journey as a woman in the traditionally male-dominated field of finance. She shares valuable insights on navigating the industry, overcoming challenges, and the importance of fostering diversity. Listen in as we delve into Lisa's strategies for success and her perspective on the future of financial leadership.
2025-03-1500 minPaladin Financial TalkCelebrating Women's History MonthThis week, we honor Women's History Month by exploring the unique financial planning challenges and opportunities women face. We'll delve into strategies for closing the wealth gap, building long-term security, and empowering women to take control of their financial futures. Join us for expert insights and actionable advice tailored to women at every stage of their financial journey.
2025-03-0800 minPaladin Financial TalkMarket UpdateIn this episode, we break down the latest market trends, economic shifts, and key indicators shaping the financial landscape. From interest rate movements to stock market performance, we provide insights to help financial advisors stay informed and proactive in guiding their clients.
Tune in as we analyze what’s driving the markets, potential opportunities on the horizon, and strategies to navigate uncertainty. Whether you’re positioning portfolios or addressing client concerns, this market update equips you with the knowledge you need to stay ahead.
2025-03-0100 minPaladin Financial TalkDo You Need Disability Insurance?In this episode, we’re diving into the world of disability insurance – what it is, how it works, and whether it's the right choice for you. Whether you’re a young professional just starting your career or someone weighing the pros and cons of coverage, we’ll break down the basics of disability insurance, explore the different types of policies, and discuss common myths and misconceptions. You’ll learn how to evaluate your personal risks, understand the financial benefits, and determine if disability insurance is a necessary step in protecting your income and future. Tune in for expert insights and real-life...
2025-02-2200 minPaladin Financial TalkInsurance Secrets: How to Protect Your Home, Car, and WalletIn this episode Jeff welcomes Austin Wikstrom of Wikstrom Insurance Agency to talk about tips and strategies to help you save money on your insurance.
2025-02-1500 minPaladin Financial TalkUnlocking Workplace Perks: Maximizing Your BenefitsThis 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!
2025-02-0800 minPaladin Financial TalkWhere are Mortgages Headed? with Jay DaceyIn this episode Nikki welcomes special guest and mortgage specialist Jay Dacey to talk about the real estate market, where rates and mortgages may be headed, and how this can impact you and your finances.
2025-02-0100 minPaladin Financial TalkMarket Update with Tyler EllegardIn this episode Matt Bryant welcomes Gradient Investments portfolio manager, Tyler Ellegard. They discuss where the market is at and where we might be headed in the coming months.
2025-01-2500 minPaladin Financial TalkYour 2025 Financial ResolutionsWhich of these ideas will you add to your New Years Resolutions?
2025-01-1800 minPaladin Financial TalkThrive in '25!In this episode we break down tips and strategies to help you achieve financial success this year.
2025-01-1100 minPaladin Financial TalkName Image and Likeness - the bottom line for college athletesWith college athletes now able to profit from their talent, a new world of financial opportunity—and responsibility—has opened up. In this episode, we explore what this change means for young athletes and how they can make the most of their earnings. From smart saving strategies to long-term financial planning, we share tips to help them build a secure future instead of spending it all at once.
2025-01-0400 minPaladin Financial TalkFinancial Lessons from ElfWhat can Buddy the Elf teach us about finances? In this festive episode, we uncover surprisingly valuable financial lessons hidden in the holiday classic Elf. From saving for the future to embracing authenticity in client relationships, this lighthearted discussion combines holiday cheer with practical advice for advisors and investors alike.
2024-12-2800 minPaladin Financial TalkFinancial Lessons from the GrinchIn this episode, we delve into the surprisingly insightful financial lessons hidden within the classic holiday film, "The Grinch." We'll explore how the Grinch's isolation and materialism ultimately hinder his happiness, mirroring real-life financial pitfalls. Finally, we'll discuss how acts of generosity and community spirit, as exemplified by the Whos, can lead to greater financial well-being and overall life satisfaction.
2024-12-2100 minPaladin Financial TalkFinancial Lessons in Home AloneIn this episode, we dive into the classic holiday film, "Home Alone," to uncover surprising financial lessons. From budgeting for unexpected expenses to the importance of insurance, we'll explore how this beloved movie can teach us valuable money management skills. Join us as we unpack the financial wisdom hidden within this heartwarming tale.
2024-12-1400 minPaladin Financial TalkFinancial Lessons from Christmas VacationIn this very special and fun episode, we take a look at the movie Christmas Vacation, a holiday comedy classic, and talk about the financial lessons that can actually be learned from this movie.
2024-12-0700 minPaladin Financial TalkCybersecurity Tips with Michael JohnsonIn this episode Jeff welcomes Gradient's Chief Information Officer Michael Johnson to talk about helpful cybersecurity tips to help protect you and your information from scammers.
2024-11-3000 minPaladin Financial Talk5 Ways to Financially Maximize Having KidsIn this episode we break down strategies for your finances when you have children. From tax credits to 529 plans and more!
2024-11-2300 minPaladin Financial TalkDon’t forget about your old 401(k)Today, we’ll talk about why it matters and go over the options for your 401(k) retirement savings—so it doesn’t end up forgotten in a drawer or, worse, subject to penalties!
2024-11-1600 minPaladin Financial TalkThe Election, The Economy and Year-End DeadlinesThe election is over, and its potential impact on the economy and financial markets is a major topic of discussion. In this episode, we'll break down the key economic issues at stake, analyze market reactions, and discuss important year-end financial deadlines to keep in mind.
2024-11-0900 minPaladin Financial TalkAre Financial Advisors Worth It?In this episode, we discuss the pros and cons of hiring a financial advisor, including the potential benefits of expert advice and their services.
2024-11-0200 minPaladin Financial TalkIs Your Financial Advisor a Robot?Do you have an algorithm for a financial advisor or investing? In this episode, we explore the use of "robo-advisors" and the rise of AI-powered financial advisors. We'll discuss the pros and cons of using them for financial advice, and whether it's the right choice for you.
2024-10-2600 minPaladin Financial TalkSolving Your Financial ChallengesIn 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.
2024-10-1900 minPaladin Financial TalkWhat 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.
2024-10-1200 minPaladin Financial TalkReverse Mortgages: Unlocking Home Equity for Long-Term CareThis episode features co-hosts Nikki Foley and Tony Shore, along with Guest Jay Dacey of Jay Dacey Mortgage Team. Together, they highlight both the concept of reverse mortgages and their potential use in covering long-term care needs. Plus, Jay provides an outlook on the housing market and what’s may lie ahead!
2024-10-0500 minPaladin Financial TalkLong-Term Care OptionsIn 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.
2024-09-2800 minPaladin Financial TalkFunding Long-Term CareIn this episode, we dive deep into the complexities of funding long-term care. Learn about the various options available, from traditional insurance plans to government assistance programs. Discover strategies to protect your assets while ensuring adequate care for yourself or loved ones in the future.
2024-09-2100 minPaladin Financial TalkNavigating Retirement Healthcare ExpensesPaladin 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!
2024-09-1400 minPaladin Financial TalkThe 4 Pillars of a Solid Retirement PlanIn this episode, we dive deep into the four essential pillars that form a strong retirement foundation. Discover how to balance savings and investments, understand the importance of risk management, explore the role of Social Security and pensions, and learn about the power of estate planning. Whether you're just starting your retirement journey or looking to optimize your existing plan, this episode has valuable insights for everyone.
2024-09-0700 minPaladin Financial TalkMental Health in RetirementIn this episode we welcome special guest, Joey Ekholm. Joey has multiple degrees related to the topic and works in the mental health field. He helps us look into the often-overlooked connection between mental health and retirement. Discover how stress, anxiety, and depression can impact your golden years, and learn practical strategies to maintain your well-being and enjoy a fulfilling retirement. From identifying signs of mental health struggles to seeking professional help, we'll provide valuable insights to help you navigate this important phase of life.
2024-08-3100 minPaladin Financial TalkMenopause MadnessIn this episode of Paladin Financial Talk, Nikki Foley welcomes guest Sara Larson to the show. Using her extensive knowledge and a little humor, Sara will guide us through this crazy thing called menopause with knowledge, advocacy, and intention. Listeners will walk away with a better understanding of their power and how menopause affects financial decision-making, lifestyle choices, and long-term planning. Think this topic isn’t for you? All listeners can become more informed, compassionate, and supportive in their personal and professional relationships by tuning in to this episode!
Links:
https://www.saralarsoncoaching.com/
https://www.nytimes.com/2023/02/01/magazine/menopause-hot-flashes-hormone-therapy.ht...
2024-08-2400 minPaladin Financial TalkNavigating Finances with Chronic ConditionsIn this episode of Paladin Financial Talk, co-hosts Nikki Foley and Tony Shore welcome guest Kari Ebel to the show. Using her knowledge as a Physician Assistant, Kari explores the unique challenges and opportunities faced by those managing long-term health issues. Together, we bridge the gap between health and finances for listeners and discover how to effectively manage medical expenses and plan for future care. Whether you're living with a chronic condition or supporting a loved one, "Chronic Wealth" delves into this essential topic which includes firsthand experience and insights and practical tips.
2024-08-1700 minPaladin Financial TalkHealth Care Planning TipsHealthcare costs can be a major financial burden. In this episode, we break down essential health care planning strategies to help you protect your finances. From understanding your insurance coverage to exploring savings options like HSAs and more, we provide actionable tips to navigate the complex world of healthcare costs.
2024-08-1000 minPaladin Financial TalkComplete Guide to Health and WellnessJoin hosts Nikki Foley and Tony Shore on Paladin Financial Talkl, where we provide a comprehensive guide to health and wellness and its critical impact on your financial plan. In this series in this series, We'll cover the essentials of managing chronic diseases and conditions, recognizing anxiety and depression, navigating menopause, and understanding their potential financial implications.
Stay tuned for upcoming episodes where we will continue to explore how various health issues can influence your financial decisions and provide actionable insights to help you maintain both your well-being and financial security. Whether you're planning for the future or dealing with...
2024-08-0300 minPaladin Financial TalkFrugal Living: Making it a LifestyleIn 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.
2024-07-2700 minPaladin Financial TalkThe Art of Frugal Living: Achieving Health on a BudgetIn this episode of Paladin Financial Talk, we provide listeners with tips and techniques for planning nutritious and delicious meals on a tight budget as well as staying fit without expensive gym memberships and more!
2024-07-2000 minPaladin Financial TalkCreative Ways to Save MoneyTired of the same old budgeting tips? This episode bursts the bubble on boring savings strategies. We'll explore unconventional ways to boost your bank account, from hacking your hobbies to becoming a savvy swapper. Tune in and discover how to make saving money exciting and effective!
2024-07-1300 minPaladin Financial TalkCan 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.
2024-07-0600 minPaladin Financial TalkLiving the Dream? Buying Timeshares and RVs in RetirementToday, 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?
2024-06-2900 minPaladin Financial TalkWedding Planning with Jess SchoenToday, we have a special guest joining us to dive into a summer lifestyle topic of wedding planning! We will discuss the financial aspects of planning a wedding because, let's face it, weddings can have a significant impact on your financial plan if not properly managed or anticipated with your advisor.
2024-06-2200 minPaladin Financial TalkHome Sweet HomeHomeownership 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.
2024-06-1500 minPaladin Financial TalkLife LessonsIn this episode, three new members of the Paladin Financial team share life lessons learned through their personal experience. Topics include first money memories, college education, finding your path and a peak behind the financial industry curtain.
2024-06-0800 minPaladin Financial TalkBuy-Sell Agreement and Premium FinanceThis 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.
2024-06-0100 minPaladin Financial TalkEstate Planning and Charitable GivingEver wondered how to leave a lasting impact on the causes you care about? This episode dives into estate planning and charitable giving. We'll explore how to integrate your philanthropic goals into your will and discuss strategies to maximize your charitable donations while minimizing your tax burden. Tune in to learn how to make a difference and ensure your legacy lives on.
2024-05-2500 minPaladin Financial TalkNavigating Your Long-Term Healthcare JourneyIn 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.
2024-05-1800 minPaladin Financial TalkA Solution to Retiring EarlyJoin us in this eye-opening episode as we explore the controversial strategy of utilizing cash value life insurance to achieve early retirement goals. Unraveling the complexities, we navigate through the potential advantages and pitfalls of this unconventional approach, shedding light on whether it's a viable solution for those seeking financial independence ahead of schedule. With expert analysis and firsthand experiences, discover whether cash value life insurance could be the key to unlocking your early retirement dreams.
2024-05-1100 minPaladin Financial TalkLife Insurance - An OverviewEver wonder what life insurance is all about? We welcome special guest Jay Guerin, president of Gradient Insurance Brokerage to help us break down the basics - how it works, why you might need it, and the different types available. Tune in to learn if life insurance is a wise addition to your financial plan!
2024-05-0400 minPaladin Financial TalkPlaying the Income Game in RetirementTired of the guessing game of how much you'll need in retirement? This episode breaks down sustainable income strategies, from pensions and Social Security to tapping your nest egg. Discover how to create a retirement income stream that lets you play for keeps, not just hope for the best.
2024-04-2700 minPaladin Financial TalkRetirement Income Planning and the Distribution PhaseEntering retirement is exciting, but how will you make your savings last? This episode dives into the distribution phase of retirement planning, unpacking strategies to generate income, minimize taxes, and ensure your nest egg sees you through your golden years.
2024-04-2000 minPaladin Financial TalkYour Accumulation PhaseThis month, as we further discuss wealth management, this episode focuses on your accumulation phase and what that means! Join us as we delve into the accumulation phase of life, where dreams meet reality and financial strategies take center stage. From savvy investment tips to smart savings strategies, we're here to guide you through the journey of building your wealth and securing your future. Tune in as we explore the avenues of asset allocation, retirement planning, and wealth preservation, providing you with the tools and knowledge to thrive in the pursuit of financial success. Whether you're just starting out or...
2024-04-1300 minPaladin Financial TalkWealth Management: An IntroductionFeeling lost in the world of wealth management? You're not alone! In this episode, Matt Bryant kicks off our month-long series where we break down everything you need to know. Join us for a clear and concise introduction to wealth management, what it is, and how it can benefit you.
2024-04-0600 minPaladin Financial TalkControlling What You Can Control with Workplace Benefits and Retirement SavingsWelcome to Paladin Financial Talk with co-hosts Nikki Foley and Tony Shore. This week, they're joined by Allison Dirksen, who lends her expertise on the topic of workplace benefits and retirement savings. Together, they unravel the importance of understanding and seizing control of workplace benefits, regardless of where you are in your career journey. From 401(k) plans to health insurance options, they provide understanding of how health and wealth intersect and actionable advice to empower listeners to make informed financial decisions.
2024-03-3000 minPaladin Financial TalkThriving with Your Money Tree: Women in Finance with special guest Mariann Montagne, CFAIn 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/
2024-03-2300 minPaladin Financial TalkFinancial Literacy & Resources for WomenWomen may have different financial concerns than men. Therefore, there is an opportunity for slightly different kinds of financial planning recommendations. We break down key financial concepts, explore resources designed for women, and equip you with the confidence to take charge of your financial future.
2024-03-1600 minPaladin Financial TalkEmpowering Women in Finance: Celebrating Women's History MonthIn this episode of Paladin Financial Talk, co-host Nikki Foley and Tony Shore invite Katie Hilbrands to the show, as Paladin Financial’s newest female in finance and to emphasize the significance of initiatives like Women’s History Month. Listen in for insightful commentary on the contributions of women in finance, highlights on notable female entrepreneurs, and the power women have to take find financial independence and gender equality in the financial world.
2024-03-0900 minPaladin Financial TalkAdventures in Entrepreneurship and Real EstateWelcome to another exciting episode of Paladin Financial Talk! Join your hosts, Nikki Foley and Tony Shore, as they dive into the world of entrepreneurship and real estate with their special guest, the extraordinary DeeDee Bossen. DeeDee, alongside her husband Rob, is the proud owner of Grey Duck Outdoor, a local outdoor gear company specializing in paddleboards and canoes. Together, they've ventured into the realm of real estate, managing successful businesses, and creating a rich, adventurous life.
To find out more about each of DeeDee's properties and businesses that we discuss, here are the websites:
https://fallriverroadgm.com https://hillsideharbor...
2024-03-0200 minPaladin Financial TalkCracking the Code: The Chicken or the Egg of Real Estate InvestingIn this episode of Paladin Financial Talk, host Nikki Foley welcomes guest Jay Dacey of Jay Dacey Mortgage Team to help us answer the age-old question: which comes first, the chicken or the egg of real estate investing? Jay shares his wealth of knowledge and experience, guiding listeners through the fundamentals of mortgage lending and what you may need to know about real estate ventures for both novice and seasoned investors alike. Get ready to crack the code with this week’s episode!
2024-02-2400 minPaladin Financial TalkSetting Up a Small BusinessDreaming of being your own boss? During this episode, Jeff Quick and Dori Petroff dive into the world of small business structures! They unravel the pros and cons of sole proprietorships, LLCs, and more, guiding you through the tax implications and legal realities of each. Tune in and unlock the knowledge to choose the perfect foundation for your entrepreneurial journey!
2024-02-1700 minPaladin Financial TalkNavigating Real Estate, Business Ownership, and TaxesIn today's episode, we're diving deep into the intersection of real estate investing, being a business owner, and the impact of taxes on your financial journey.
2024-02-1000 minPaladin Financial TalkFifty and Fit: Financial Moves to make in your 50'sTurning 50 is a financial milestone! This episode of Paladin Financial Talk dives deep into smart money moves you can make in your 50s, from maximizing retirement savings to planning for healthcare costs. Tune in for actionable tips to secure your financial future and kickstart the decade strong!
2024-02-0300 minPaladin Financial TalkFinancial Literacy in your 30's and 40'sIn this episode of Paladin Financial Talk, join Investment Advisor Representative Matt Bryant and his knowledgeable co-host Tony Shore as they delve into the crucial realm of financial literacy tailored specifically for individuals in their 30s and 40s. Gain invaluable insights into taking charge of your financial future by learning how to effectively manage your savings, mitigate debt, and explore other actionable strategies. Additionally, uncover the underlying significance of these topics within the context of this pivotal stage of life. Tune in to empower yourself with practical knowledge and actionable steps towards financial success!
2024-01-2700 minPaladin Financial TalkSide Hustles!Who says "extra cash" has to be extra work? We're breaking down the hottest side hustles that let you turn your passions and skills into profit, from pet sitting to online courses. Ditch the boring 9-to-5 grind and join us for financial freedom, one side hustle at a time!
2024-01-2000 minPaladin Financial TalkA Comprehensive Financial PlanFeeling lost in the labyrinth of investments, savings, and retirement woes? A Comprehensive Financial Plan is your roadmap to financial freedom.
Join us as we demystify financial jargon, build actionable strategies, and empower you to chart your own path to prosperity.
2024-01-1300 minPaladin Financial TalkTaxation on Transferring WealthJeff welcomes special guest Joseph Norlin to talk about estate planning and how to minimize your tax burden when transferring wealth.
2024-01-0600 minPaladin Financial TalkEstate Planning with Special Guest Attorney Matt TrammJeff 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.
2023-12-2300 minPaladin Financial TalkThe Moral of the Story...Everything we do affects something else... including our financial decisions. In this episode Nikki gives an amazing children's story analogy and we talk about estate planning.
2023-12-0900 minPaladin Financial TalkCombating the High Cost of HealthcareIn this episode we talk about how and why an HSA may be one of the best savings vehicles. We also talk about Flex accounts and more tips and strategies to help deal with healthcare costs pre-retirement and in retirement.
2023-12-0200 minPaladin Financial TalkMedical Insurance Part 2 - MedicareHealthcare in retirement can be expensive. In this show we explain the various parts of Medicare and also ways to maximize your benefits and minimize your costs.
2023-11-1800 minPaladin Financial TalkMedical Insurance - What You Need to KnowIn this episode we welcome special guest Dori Petroff, operations manager for Paladin Financial. We discuss the critical aspects of medical insurance.
2023-11-1100 minPaladin Financial TalkUnderstanding Medicare with special guest Judah DayIn this episode we dig deep into what you need to know about Medicare, how to enroll and why there are many important choices to be made.
2023-11-0400 minPaladin Financial TalkReal Estate and TaxesIn this episode Jeff Quick welcomes special guest Jay Dacey, president of Jay Dacey Mortgage Team to discuss real estate and tax strategies.
2023-10-2800 minPaladin Financial TalkNavigating Business Tax Deductions: Strategies for Financial SuccessLearn 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.
2023-10-2100 minPaladin Financial TalkTax Deductions for the Standard AmericanTax 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.
2023-10-1400 minPaladin Financial TalkPlanning for the Future - Income TaxesIn this episode Jeff and Nikki talk about the importance of planning for income taxes.
2023-10-0700 minPaladin Financial TalkHow to Start InvestingThe key to investing is to start now. If you're already investing that's great. But we talk about why it's good to invest early and often, as well as how to get started.
2023-09-3000 minPaladin Financial TalkWhen in doubt FAFSA!!!College can be expensive, and saving for it is a long-term goal for many. In this episode we talk about some college savings vehicles that families can consider.
2023-09-2300 minPaladin Financial TalkStudent Loans and SportsIn 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!
2023-09-1600 minPaladin Financial Talk5 Tax Breaks to Help Parents Save MoneyThere 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.
2023-09-0900 minPaladin Financial TalkFIRE! (Financial Independence, Retire Early)Are you thinking about retiring early? How about really early? In this episode we talk about the FIRE movement and the pros and cons of retiring early.
2023-09-0200 minPaladin Financial TalkRetirement PartiesIn 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.
2023-08-2600 minPaladin Financial TalkEveryday is a Saturday: Financial Challenges in RetirementJeff Quick talks about why every day in retirement is a Saturday and why that means you need a plan for financial challenges in retirement.
2023-08-1900 minPaladin Financial TalkYour Retirement ManifestoIn this episode we go over what a retirement manifest is and why you need one.
2023-08-1200 minPaladin Financial TalkHappy Transistion Into RetirementWe 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!
2023-08-0500 minPaladin Financial TalkThe Psychology of Relationships and RetirementIn this episode Nikki welcomes special guest psychologist Shancy Kelly to discuss the psychology of relationships and retirement.
2023-07-2900 minPaladin Financial TalkLove Languages - How to strengthen relationships in your lifeIn 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.
2023-07-2200 minPaladin Financial TalkMy Messy HouseIn this episode Jeff Quick talks about how to stay social, maintain friendships, and stay busy in retirement.
2023-07-1500 minPaladin Financial TalkLifestyle Planning - RelationshipsIn this episode Nikki and Jeff discuss retirement and lifestyle planning for couples.
2023-07-0800 minPaladin Financial TalkAging Well In Retirement - Exercise with Megan HigginbothamIn this episode Nikki Foley welcomes special guest Megan Higginbotham, owner of In Motion Fitness, to discuss the importance of fitness in retirement.
2023-07-0100 minPaladin Financial TalkThe Lives of Successful WomenAs it relates to lifestyle living, continuing work into your 80s, and tidbits of how the financial industry works.
2023-06-2400 minPaladin Financial TalkNutrition for a Healthy LifestyleIn this episode Nikki Foley welcomes special guest and personal trainer Molly Guerin to talk about nutrition for a healthy lifestyle.
2023-06-1700 minPaladin Financial TalkAging Well in RetirementIn this show Jeff Quick talks about key steps to help you age well in retirement.
2023-06-1000 minPaladin Financial TalkLiving and Leaving a Larger Legcy in Retirement with Jay DaceyIn our continuing lifestyle series we welcome mortgage specialist Jay Dacey to talk about using your home equity to create a larger legacy in retirement.
2023-06-0300 minPaladin Financial TalkLifestyle Influences: Generational, Media, Education and More.In part one of our series on Lifestyle, Jeff welcomes Nikki Foley to the show. She discusses what a lifestyle is and how yours is defined. We discuss how your lifestyle relates directly to your financial and retirement planning.
2023-05-0600 min