Jeff Foley
Paladin Financial TalkEpisodes
Best Episodes of Paladin Financial Talk
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Entering 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
This 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 st
Feeling 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, w
Welcome 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 o
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 Cons
Women 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 y
In 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. List
Welcome 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, along
In 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
Dreaming 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
In 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.
Turning 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 y
In 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
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
Feeling 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 you
Jeff welcomes special guest Joseph Norlin to talk about estate planning and how to minimize your tax burden when transferring wealth.
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.
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.
In 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.
Healthcare 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.
In this episode we welcome special guest Dori Petroff, operations manager for Paladin Financial. We discuss the critical aspects of medical insurance.
In 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.
In this episode Jeff Quick welcomes special guest Jay Dacey, president of Jay Dacey Mortgage Team to discuss real estate and tax strategies.
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.
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.
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