Paladin Financial Talk

During this episode we’re first going to focus on retirement tips and insights for women before closing out the show with a conversation about ways retirees may be able to secure dental care.

When planning for retirement the biggest question people have is do I have enough money to retire? Jeff welcomes special guest Trevor Neufeld to talk about tips and strategies to help you figure out how much you might need to retire.

Do you have a comprehensive retirement plan that addresses: income, risk, tax minimization, insurance needs, legacy and estate planning? How often is that plan being updated? We discuss strategies to help you achieve this goal to have a complete financial and retirement plan.

During this show, we’re going to first look at some of things you need to know about RMDs and then in our final segment we’ll discuss some of the financial mistakes that could put your retirement at risk.

In this episode Jeff talks about market volatility and strategies to use to help avoid emotional mistakes with your money.

During this episode, we’re going to break down the recent news that Social Security’s Cost of Living Adjustment will go up by 5.9 percent in January 2022. We’ll also look at some Social Security and retirement strategies.

Would you rather pay taxes now, or in retirement? That's a big question for financial planning and in this show Jeff tackles that topic and talks about possible tips and strategies to help minimize your tax burden.

On this fiendishly fun episode, we’re going to thrill you and chill you with frightful mistakes that could haunt your retirement.

During this episode, we’re going to highlight some common financial scams and what you can do to better protect yourself and your money.

In this episode Jeff talks about the 10 questions you need to ask yourself to make sure you will be ready for retirement.

This episode focuses on part-time jobs that may be a perfect fit for retirees because they provide enjoyment and socialization in addition to income.

Part 2 of Jeff and Tony talking about taking stock of your financial situation and the questions you need to be asking.

In this episode Jeff talks about taking stock of your financial situation and the questions you need to be asking.

During this show, we’ll examine some ways you may be able to find extra cash after you’ve retired, in a variety of options.

During this show, we examine some of the financial resources and possibilities that are available to you at the very important ages of 50 and 65.

During this episode we discuss how running your personal finances like a business makes sense. It's accounting 101, using the two main reports for any business. Balance Sheet and Income Statement (P and L). The same applies to your personal finances.

During this episode, we’re going to discuss the steps you should take if you need to help your retired or nearly-retied parents, with their finances and financial strategy. We’ll also examine how some of the things you learn while working with your parents may improve your own finances.

We talked about inflation a couple of weeks ago and now the Fed has met again and they have commented on where we might be headed. In this episode Jeff talks about ways to hedge against inflation and what that could mean to you.

During this episode, we’re going to discuss some of the financial insights and lessons you’ve learned during your life and how you can put that information to work helping your kids and grandkids make their own financial strategies stronger.

Inflation is a concern for some people in retirement. Let’s discuss the current inflation news and then examine ways you can build a budget and a retirement strategy that may offer some degree of protection against inflation.

In this episode Jeff talks about the 4 styles of retirement planning personalities and how to help you get on solid ground with your retirement plans.

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.