Paladin Financial Talk

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.

Don’t let the perfect be the enemy of the good. When you know you need to do something, do it. If one of your goals is to make sure you have a good plan in place for retirement, here’s how that would work...

Now more than ever it is important to make sure you are making all the right decisions with your finances. In this episode Jeff goes over 5 things you can do immediately to understand the situation and know your options

In this episode Jeff analyzes The CARES Act, by looking at the benefits it provides and how it affects you. From rebate checks, and small business relief to changes in the rules for your retirement accounts.

With millions of Americans currently working from home as the world deals with the coronavirus pandemic, it’s a good time to take control of our finances to better prepare for a strong financial future.

With just a few changes you can turn your bad financial habits into good habits that leave you planning for the future with confidence and excitement.

What does it take to survive and thrive in an up and down market? Jeff talks about the extreme market volatility that we have seen recently and how to move forward in a time of crises. Listen as he talks about how to keep calm, get a plan and then stick to it.

There is a lot of volatility in the market and concerns of how the Coronavirus will continue to affect investments and the economy. Jeff welcomes special Guest Matt Bryant from Gradient Investments to talk about the markets and what is going on currently. They discuss ways to help plan and stay on course with your investments.

The retirement you’ve been dreaming about is possible, if you’re prepared. This episode of Financially Tuned concisely addresses the Eight Obstacles of Retirement: income, life expectancy, taxes, market downturns, rising inflation, Medicare, long-term care and losing your spouse.

Kiplinger and Personal Capital recently teamed up on a poll to see how Americans react to market volatility. How do you stack up?

There’s no better time than the new year to adopt some new, positive habits. Can 2020 be the year that you start to achieve your financial goals?

In this episode Jeff talks about empowering women to dream big and then do what it takes to turn those dreams into reality. Women face many financial challenges in retirement that women don't. We talk about tips and strategies to overcome this.

Could your personality type make you more likely to have trouble in retirement? A new study says it could. We also discuss a few mistakes to avoid regardless of your personality.

Once in retirement you need to minimize the risk you take with your money. In this episode we talk about ways to minimize your risk and help you manage and grow your money.

It can be a dangerous choice to make assumptions when it comes to money, retirement and investing. This episode looks at some false retirement assumptions as well as some things you may assume you know about what happens when the Federal Reserve cuts interest rates.