Paladin Financial Talk

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.

During this episode we’re going to discuss the importance of enhanced planning in relation to finances, taxes, and family life. This includes estate planning, legacy planning and more.

In this episode Jeff Quick talks about what you need to know about annuities.

In this show Jeff and Jaime talk about annuities. What's good and what's not.

Tyler Ellegard from Gradient Investments joins to show to give a market update and talk about the fed rate hikes, inflation, and the recent bank failures.

In this episode we talk about asset diversification and what you need to know about your investments and savings.

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.

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.

It is important to understand how your Social Security works and in this episode we discuss ways to make sure your maximizing your benefits without making mistakes.

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/

During this episode, we’re going to look into some of the things you can do to improve your finances in 2023

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.

Jeff welcomes special guest and CPA Jeff Stovall to talk about taxes, changes and strategies.

Jeff Quick is leading the charge today and he has guest Jay Guerin, president of Gradient Life Brokerage, on the show to discuss the different types of life insurance and how they may help you out.

We welcome Keith Gangl, CFA, Portfolio Manager with Gradient Investments to talk about what the election results might mean for the financial markets.

From stocks to taxes to other types of accounts, there's a lot to understand about your investments. We talk about the basics and strategies that you need to know.

During this show, we’re going to discuss designing a financial to do list with the goal of crossing everything on that list off before the end of the year.

The 2 Jeff's discuss what you need to know about IRA's.

Now is the time to look at your finances and figure out your tax situation. We talk about important steps to help with you tax situation.

Jeremy Bryan, Senior Portfolio Manager for Gradient Investments, LLC, joins the show to give his views on the market, where we are now, and where we may be headed in the future.