Paladin Financial Talk

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.

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.