Paladin Financial Talk

Turning 50 is a financial milestone! This episode of Paladin Financial Talk dives deep into smart money moves you can make in your 50s, from maximizing retirement savings to planning for healthcare costs. Tune in for actionable tips to secure your financial future and kickstart the decade strong!

In this episode of Paladin Financial Talk, join Investment Advisor Representative Matt Bryant and his knowledgeable co-host Tony Shore as they delve into the crucial realm of financial literacy tailored specifically for individuals in their 30s and 40s. Gain invaluable insights into taking charge of your financial future by learning how to effectively manage your savings, mitigate debt, and explor...

Who says "extra cash" has to be extra work? We're breaking down the hottest side hustles that let you turn your passions and skills into profit, from pet sitting to online courses. Ditch the boring 9-to-5 grind and join us for financial freedom, one side hustle at a time!

Feeling lost in the labyrinth of investments, savings, and retirement woes? A Comprehensive Financial Plan is your roadmap to financial freedom. Join us as we demystify financial jargon, build actionable strategies, and empower you to chart your own path to prosperity.

Jeff welcomes special guest Joseph Norlin to talk about estate planning and how to minimize your tax burden when transferring wealth.

Jeff Foley welcomes special guest estate planning attorney Matt Tramm to talk about what you need to do to make sure your loved ones are taken care of after you and/or your spouse pass.

Everything we do affects something else... including our financial decisions. In this episode Nikki gives an amazing children's story analogy and we talk about estate planning.

In this episode we talk about how and why an HSA may be one of the best savings vehicles. We also talk about Flex accounts and more tips and strategies to help deal with healthcare costs pre-retirement and in retirement.

Healthcare in retirement can be expensive. In this show we explain the various parts of Medicare and also ways to maximize your benefits and minimize your costs.

In this episode we welcome special guest Dori Petroff, operations manager for Paladin Financial. We discuss the critical aspects of medical insurance.

In this episode we dig deep into what you need to know about Medicare, how to enroll and why there are many important choices to be made.

In this episode Jeff Quick welcomes special guest Jay Dacey, president of Jay Dacey Mortgage Team to discuss real estate and tax strategies.

Learn how to maximize your business tax deductions and save money on your taxes in this episode of Paladin Financial Talk. We'll discuss eligible expenses, common mistakes to avoid, and tips for working with your CPA.

Tax planning is a huge component of your financial plan, so in this episode we hope to communicate some tips for you to take to your tax guy… if they are not already having these discussions with you.

In this episode Jeff and Nikki talk about the importance of planning for income taxes.

The key to investing is to start now. If you're already investing that's great. But we talk about why it's good to invest early and often, as well as how to get started.

College can be expensive, and saving for it is a long-term goal for many. In this episode we talk about some college savings vehicles that families can consider.

In this episode Ellie Robison and Tony bring on special guest host Zach Langemeier to talk a little bit about sports and a lot a bit about student loans. This episode is not just for young people! It applies to parents and grandparents as well, so tune in to learn more!

There are five areas of focus today: Adoption, Child Tax Credit, Dependent Care Savings Account, 529 Plans or other savings vehicles, and Hiring your Kids. Listen into Jeff and Tony as they discuss those 5 areas and how they may help you save money in the long run.

Are you thinking about retiring early? How about really early? In this episode we talk about the FIRE movement and the pros and cons of retiring early.

In this episode we discuss the how, what, why and when of retirement parties. From why they are a good idea, to tips on how to make them great.

Jeff Quick talks about why every day in retirement is a Saturday and why that means you need a plan for financial challenges in retirement.

In this episode we go over what a retirement manifest is and why you need one.

We all want to have a happy retirement. Making sure we are prepared for the transition can be a big part of that. In this episode we talk about those transitions and how to be happy!

In this episode Nikki welcomes special guest psychologist Shancy Kelly to discuss the psychology of relationships and retirement.