Paladin Financial Talk

During this episode, we’re going to discuss the ways you can make some small but powerful changes to your financial habits. Combining a few of these steps could have a profound impact on your finances.

In this episode we discuss what you need to know about choosing the right financial advisor. We go over the questions you need to ask and the mistakes that you need to avoid.

In this episode Jeff goes over ways to get your finances in shape during turbulent times.

In this episode we discuss the importance of financial planning and talk about how and why people put off dealing with financial and retirement planning, with tips to help get you going.

During our episode today, we’re going to discuss specific steps you can take in each of the last five years before retirement to better position yourself to enjoy the rewarding retirement you’ve worked so hard towards.

In a year where home prices continue to climb and interest rates have fallen, there are opportunities and challenges for both home buyers and sellers. Our special guest and mortgage expert will help answer pressing questions such as whether it's a good time to buy, to sell or to refinance.

During this episode, we’ll be taking a close look at annuities to learn how to determine if they may fit your overall financial strategy. While an annuity may be able to provide lifetime income, there’s plenty of nuance, as well as pros and cons.

In this episode we continue our discussion about annuities looking at the different types and the pros and cons.

During this episode, we’ll be taking a close look at annuities to define exactly what they are, how they work, how much they cost and how to determine if they may fit your overall financial strategy. While an annuity may be able to provide lifetime income, there’s plenty of nuance, as well as risks, that you should be aware of.

During this episode, we’ll discuss some of the critical things that life insurance beneficiaries should know, including what happens if a policy has lapsed and when you can expect to receive your payout. Additionally, we discuss the pros and cons of both permanent and term life insurance. Oh, and Jeff talks about a pink carseat.

Looking toward retirement should be a time of optimism and excitement for couples. But in reality, there are numerous traps and obstacles standing between couples and a fulfilling retirement. Yet, with some honest conversations and comprehensive strategizing, couples can view their impending retirement with confidence.

For many people, going through the legacy planning process can seem overwhelming. But by being proactive, and keeping the process simple, you can ensure that your assets are distributed in the manner that you envision.

You need a custom financial plan for a successful retirement. In this episode we discuss the bucket methods you can use to achieve your goals. We cover the account types and the tax ramifications of each.

Most Americans will have Social Security to help with retirement and some may also have a pension, but what most people don't realize is that there are ways to get more money from Social Security and ways to maximize your pension. In this episode we talk about this and the strategies you can use.

In this episode we talk about an exciting strategy that many people are using to help protect their retirement next egg and still have the opportunity for meaningful participating in market gains.

In this episode we discuss ways to take control of your finances and your personal economy. Now is the time to get your finances in order and Jeff provides helpful tips and strategies.

While dealing with the COVID-19 economy, you may be able to stabilize your finances by setting clear financial goals, setting priorities and more.

When the economy is in flux, you may be able to reduce your stress and increase your peace of mind by following steps that may position you to better protect your finances so you can weather the conditions.

In this episode Jeff talks about the pros and cons of target date funds and why it's important for you to understand what they are and how they work and how they can affect your retirement plans.

Every once in a while, we hear about a new Social Security scam that targets retirees and pre-retirees. The latest version is another reason to be cautious about who you talk to and what you say.