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
Procrastination and Retirement 02.02.2019
It may be time for a procrastination intervention when it comes to your retirement strategy. What do you need to do first?
Spending Less in Retirement 26.01.2019
Many people forget to consider how much they’ll be spending in retirement. In this episode we’re going to talk about your retirement spending tips and, more importantly, spending less..
Retirement Conversations for Couples 19.01.2019
Communication is key to any relationship. However, it might be especially critical in a marriage. Today we’re going to talk about 5 Retirement Issues couples need to talk about,
Avoiding Common Retirement Mistakes 15.12.2018
In this episode we go over some of the common retirement mistakes people make and cover some ways you can potentially avoid them
Are You Financially Literate 08.12.2018
What you don't know about your finances could be costing you a lot of money and may cost you your retirement. Listen in as we discuss the problem and the solutions to help get you on track.
Qualified vs. Non-Qualified Money 01.12.2018
In this episode we’re going to dive into the topic of qualified money versus non-qualified money and the possible tax treatment on both types of accounts.
Rollover Precautions 10.11.2018
Today we are talking about IRA and 401k rollovers. We’ll walk you through a number of precautions that you should take to avoid pitfalls and excessive penalties, taxes and fees.
5 Traits of Successful Teams 03.11.2018
In this episode we talk about what makes teams successful and how you can use those traits to make sure your retirement strategy is set up to succeed and meet your long-term goals.
Retirement Planning for Long-Term Care 27.10.2018
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.
How Do You Feel About Your Finances? 20.10.2018
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.
Retirement Rumors to Ignore 13.10.2018
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.
5 Steps to Prep for a Better Retirement in your Sixties 06.10.2018
Today we are going to talk about some steps to improve your retirement when you are 60 or older. We will work through each of the five tips and talk about how they can help and apply to you and your retirement plans.
How to Reset Retirement Plans to Weather a Downturn 29.09.2018
The next market downturn may be right around the corner and you need to be prepared. Make sure your finances are ready the storm with helpful tips and strategies in today's show.
The Financial Caddie and You 22.09.2018
The best golfers rely on their caddies to have a great golf game plan. If you want to have a great financial game plan you need a great financial caddie. We talk about why and what they can offer with a lot of great tips to help you get your finances in order.
Top 10 Benefits of Obtaining Financial Advice 08.09.2018
Would you perform surgery on yourself? No! You would go to a doctor. The same is true for your finances. In this episode Jeff counts down the top 10 benefits of getting financial advice from a professional.
Housing For Your Retirement 01.09.2018
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.
Is Your Retirement Prepared for a Bear Market? 25.08.2018
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.
Running With The Bulls - Investing for a Bull Market 18.08.2018
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.
Living to Age 100 and Beyond! 11.08.2018
Living longer is becoming more and more common. That creates a need for a change in the way you plan for retirement. Listen in as we discuss strategies to deal with this.
Prepare to Board the Flight 04.08.2018
You need to be prepared to make it through security and make your flight on time these days. You also need to make sure you're prepared for all of the financial changes you will have to face. In this show we discuss those changes and strategies to help you deal with them.
Weather the Heat in Retirement 21.07.2018
In this show we talk about dealing with the heat... the physical heat and the heat that fears of finances and retirement may cause.
The Costs of Financial Procrastination 14.07.2018
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.
Planning Your Legacy 07.07.2018
Legacy planning is a must, but what is it and how do you get started? On todays show Rob and Lori give you the information you need to get started with your own financial legacy plan and talk about just how important this is for everyone.
Finding your Financial Sherpa 09.06.2018
What does a Sherpa and mountain climbing have to do with your finances? Listen in and find out!
7 Retirement Myths 02.06.2018
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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