Paladin Financial Talk

In this episode Jeff talks about people that are at or near retirement and are trying to determine what they're going to do with their assets going forward. We talk about the risks and tips that can hopefully help you properly handle your assets for retirement.

We examine some of the most significant elements of the Biden tax plan proposal and what some of its details may mean for your financial strategy in both the near term and the long term.

In this episode we talk about the benefits of working with a financial advisor and how they can help you with a financial plan for your future.

During this episode, we’re going to examine some of the big and small ways you can improve your finances for the rest of 2021 as well for years to come. This week’s episode is modeled after the upcoming NFL draft with our host “drafting” some favorite financial tips.

In this episode Jeff talks about Roth Conversions with helpful tips to consider when converting your traditional retirement account to a Roth. Register now for our online seminar to learn more on this topic! Go to Webinar registration link: https://rb.gy/lyio6t You can also register by calling 651-842-8406 or email us at info@financialpaladin.com

In this episode Jeff talks about Federal Employee Benefits with helpful tips and information to help you better understand your FERS pension.

During this episode, we’re going to do a deep analysis of the recently passed American Rescue Plan. In our final segment, we’ll address some good post-pandemic budgeting options.

To be yourself you need to understand. Socrates: “To know thyself is the beginning of wisdom.” In this episode we talk about translating this to our finances and retirement plans.

Remember those choose your adventure books you read as a kid? In this episode Jeff makes a financial version and shares some adulting goals for your consideration.

During this episode, we’ll discuss some potential tax breaks for people who are in their 50s and 60s, the self-employed, and tax breaks that anyone can take advantage of.

During this episode, we’re going to really break down 401(k) so that listeners can gain a deeper understanding of their importance. We’ll also discuss way to maximize your 401(k).

Overspending by a partner is often a serious problem that can damage relationships or worse, lead to bankruptcy and divorce. In this show we talk about the problem and some possible solutions.

During today’s episode, we’re going to discuss financial new year’s resolutions that may help you enjoy more financial security in 2021, along with a fun twist at the end of the show.

In this episode Jeff tackles a number of financial planning topics, from market volatility, retirement accounts and more!

In this episode Jeff reviews what happened financially in 2020 and then talks about where we are headed in 2021 and what you can do to be financially sound and prepared.

In this episode Jeff once again welcomes special guest and estate planning attorney Matt McClenahan from the Orchard Law Firm. They continue their discussion on the importance of estate planning and what you need to know about it.

In this episode Jeff welcomes special guest and estate planning attorney Matt McClenahan from the Orchard Law Firm. They discuss the importance of estate planning and what you need to know about it.

In this episode Jeff talks about putting your money in different categories or "buckets" to help properly allocate your assets and help you save more money for when you need it.

In this episode Jeff talks about the elections and the impacts it has on the market and why having a solid plan helps.

What to do when you are forced to retire early.