Jeffrey Foley, Nikki Foley, Eloisa Robison, Matthew Bryant and Jeffery Quick
Paladin Financial Talk
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
Author
Jeffrey Foley, Nikki Foley, Eloisa Robison, Matthew Bryant and Jeffery Quick
Category
Podcast website
Latest episode
Jul 11, 2026
Where to listen?
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Episodes
Cost-of-living Adjustment for Social Security - 2020 09.11.2019
The 2020 Social Security cost-of-living adjustment has been announced. What does it mean for you? Will this adjustment keep pace with inflation? Are there costs that are rising faster? This episode looks at some potential answers. Will Social Security even be available to you in retirement?
The SECURE Act: Changes to IRAs 02.11.2019
Congress is proposing some big changes to Independent Retirement Accounts. What are some of these changes? How might they impact you? What is a Stretch IRA and how does it function? This episodes looks at all of these questions and more.
Importance of Having a Plan 26.10.2019
We often talk about the importance of having a plan, but a plan has to have a purpose. What are your goals? What do you want money to do for you? What do you want retirement to look like? In this episode we talk about what do you need to have happen so that you can achieve those goals.
Common Financial Mistakes 12.10.2019
Everyone makes mistakes. Some of those mistakes happen in the area of personal finance. This episode looks at some common financial fails. Are you guilty of any of these?
Life Insurance Basics and Options 05.10.2019
What are some basics of life insurance? Is life insurance something that should be considered as a part of your financial or retirement strategy?
Retirement Expenses to Consider 28.09.2019
There are many expenses in retirement. Will they be what you expect? Are you ready to deal with healthcare costs? Do you really know the fees your retirement account has? How will your family and children impact your retirement expenses? This segment looks at potential answers to all of these questions and more.
The Biggest Money Mistakes Part 2 21.09.2019
Every day is an opportunity to make mistakes and learn from them or do your best to avoid mistakes by thinking and planning ahead. Thinking ahead is hard to do regardless of how old you are. But what we want to avoid doing is scrambling to play catch-up in our later years for money mistakes we made in our youth. In this episode we talk about what mistakes to avoid and some helpful tips to stay on...
The Biggest Money Mistakes by Decade 31.08.2019
Every day is an opportunity to make mistakes and learn from them or do your best to avoid mistakes by thinking and planning ahead. Thinking ahead is hard to do regardless of how old you are. But what we want to avoid doing is scrambling to play catch-up in our later years for money mistakes we made in our youth. In this episode we talk about what mistakes to avoid and some helpful tips to stay on...
How NOT to Dress a Baby 24.08.2019
Yes, we do briefly discuss how not to dress a baby, but then we move onto how important it is to stay the course during market volatility and economic uncertainty.
Tips to Reduce Spending and Avoid Wasteful Spending 17.08.2019
How can you adjust your spending to save more to meet your financial goals? Are you spending money in a wasteful way? In this show we talk about some helpful tips to help you accomplish that.
Millennials and Retirement 10.08.2019
How do millennials feel about retirement? What are some of their perceptions? How prepared are they for retirement?
Money and Relationships 03.08.2019
Money and relationships. At times they can feel a bit like oil and water. What steps can you take to avoid chaos and stress when it comes to discussing and managing finances?
Retirement Communities, Wealth Building & Budget 13.07.2019
This episode’s three segments focus on questions about preparing to choose and move to a retirement community, simple wealth building moves that you need to know and tips and suggestions for creating a retirement budget.
Shocking Retirement Statistics and Mistakes 22.06.2019
This episodes examines some statistics about retirement that may catch you off guard. We will also examine some retirement mistakes and discuss ways to avoid committing those mistakes in your retirement strategy.
Episode 40 - What if You Never Plan to Retire? 08.06.2019
In this episode we talk about how to intelligently financially plan even if you don’t intend to retire. Not retiring is a choice that some people may be willing to make. However, that doesn’t mean they shouldn’t be saving for the future. In fact, not saving for the future could be putting your future in doubt.
Is Your Retirement Prepared for a Bear Market 18.05.2019
Defining what a Bear Market is and addressing the stages and causes. Also, strategies designed to help keep your retirement safe from a bear market.
The Seven Deadly Sins of Retirement Planning 11.05.2019
This episode looks at two different sets of the seven deadly sins of retirement planning. How many are you guilty of? We talk about what they are and how to avoid them.
Questions about a Phased Retirement 27.04.2019
A podcast examining the disconnects between workers and employers when it comes to phased retirement options. How long do workers expect to work? Do companies have programs in place to help workers transition into retirement and also avoid internal transitional chaos?
Ways to Maximize Your Retirement Investments 13.04.2019
Discussing some options to maximize your retirement process and investments. In this episode we talk about ways to possibly increase your investments so you'll have the income you need in retirement.
Celebrities Legacy Planning Mistakes 23.03.2019
Not getting around to legacy planning can have long-term ramifications. We are going to look at some celebrities who made legacy planning mistakes that had long-term ramifications for their heirs.
Financial Challenges for Women in Retirement 09.03.2019
This episode talks about the financial challenges for women in retirement and options for addressing those challenges.
Retirement Tax Planning: Roth IRA 02.03.2019
Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
What if You Never Plan to Retire? 23.02.2019
Many workers today believe that they’ll keep working until they’re seventy five or older. In this episode we talk about how to intelligently financially plan even if you don’t intend to retire.
Triathlon of Life 16.02.2019
Looking at the three stages of life and how retirement is its own race, not the finish line.
8 Must-Know Social Security Rules 09.02.2019
Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
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