Paladin Financial Talk

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, 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: www.fallriverroadgm.com www.hillsideharbor.com www.greyduckoutdoor.com

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 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!

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 and legal realities of each. Tune in and unlock the knowledge to choose the perfect foundation for your entrepreneurial journey!

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 your financial future and kickstart the decade strong!

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 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!

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!

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 your own path to prosperity.

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.

In this episode Jeff and Nikki talk about the importance of planning for income taxes.

The 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.