Paladin Financial Talk

In 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.

In 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.

In this episode we break down strategies for your finances when you have children. From tax credits to 529 plans and more!

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!

The 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.

In this episode, we discuss the pros and cons of hiring a financial advisor, including the potential benefits of expert advice and their services.

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.

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.

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.

This 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!

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.

In 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.

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!

In 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.

In 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.

In 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.html https://menopause.org https://www.myalloy.com https://www.joinmidi.com https://www.mayoclinic.org/appointments

In 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.

Healthcare 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.

Join 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 current health challenges, Nikki and Tony are here to guide you every step of the way.

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.