Jeffrey Foley, Nikki Foley, Eloisa Robison, Matthew Bryant and Jeffery Quick

Paladin Financial Talk

Business EN ↓ 333 episodes

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

Business

Podcast website

www.financialpaladin.com

Latest episode

Jul 11, 2026

Where to listen?

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Episodes

The Votes Are In Market Update 19.11.2022

We welcome Keith Gangl, CFA, Portfolio Manager with Gradient Investments to talk about what the election results might mean for the financial markets.

Understanding Investments 05.11.2022

From stocks to taxes to other types of accounts, there's a lot to understand about your investments. We talk about the basics and strategies that you need to know.

Year End To Do List 29.10.2022

During this show, we’re going to discuss designing a financial to do list with the goal of crossing everything on that list off before the end of the year.

Who, What & Why of IRA's 22.10.2022

The 2 Jeff's discuss what you need to know about IRA's.

End of Year Tax Review 15.10.2022

Now is the time to look at your finances and figure out your tax situation. We talk about important steps to help with you tax situation.

Market Commentary with Jeremy Bryan 01.10.2022

Jeremy Bryan, Senior Portfolio Manager for Gradient Investments, LLC, joins the show to give his views on the market, where we are now, and where we may be headed in the future.

Estate Planning 101 24.09.2022

Estate Planning is the #1 thing people put off, but doing so can also be the biggest and costliest financial mistake you can make. We talk about that and what you can do about it.

Five types of insurance you should consider 10.09.2022

During this show, we’ll examine the five types of insurance you’ll likely want to include in your financial strategy.

What's at Risk? 03.09.2022

How much financial risk do you have? In this episode we look at ways to manage financial risk.

Student Loan Debt 20.08.2022

In this episode Jeff welcomes special guest Ellie Robinson to talk about student loans, their background and how to deal with student load debt.

What’s your favorite flavor of ice cream? 13.08.2022

In this episode we talk about about how your favorite ice cream relates to your finances... along with some helpful financial tips!

How Do I Know When It’s Time to Retire? 30.07.2022

During this episode, we’re going to discuss and analyze some of the most common signs that you’re ready to retire.

Tips for Successful Estate Planning 23.07.2022

In this episode we talk about what you need to know about estate and legacy planning. It's not just for the wealthy.

Beneficiaries - Who Gets What? 09.07.2022

Jeff welcomes Jaime Malm to the show and they discuss Beneficiaries, Wills and Trusts. The important facts you need to know.

What's Up with Inflation? 25.06.2022

Inflation, the markets and rising interest rates have people concerned about their finances. In this episode we tackle the problems and possible solutions to help you with your finances and retirement income.

Market Update - This is Bear Country 18.06.2022

The market has fallen into bear territory. But what does that mean for you and your finances? In this episode Jeff talks about ways to deal with the market volatility and what to avoid.

Retirement Checklist Part 2 04.06.2022

What are the most important things you need to do and know before you retire? We continue our countdown of the top 8 things you need to know.

Retirement Checklist 28.05.2022

We go over the things you need to know and do to have a successful retirement.

Different Strategies of Annuitization - Getting the Most Out of Your Annuity 23.04.2022

What if you have an annuity that's not right for you? In this episode Jeff welcomes Trevor Neufeld to help discuss strategies to get the most out of your annuity.

Annuities - The Good, The Bad, and The Truth 16.04.2022

When people hear the word annuity they almost immediately have a strong reaction either good or bad. What is an annuity and Why are they often polarizing?

The Baby Boomer Dilemma 09.04.2022

In this episode Jeff welcomes special guest Jaime Malm to discuss the new documentary, The Baby Boomer Dilemma and the path to a comfortable retirement.

6 Investment Tips That Can Reduce Worry in Retirement 02.04.2022

In this show Jeff covers 6 investment tips that could help reduce your worry in retirement.

Home and Auto Insurance: Rules of the Road 26.03.2022

In this episode we welcome special guest Austin Wikstrom to talk about Home and Auto Insurance.

Geopolitical Risk - Russia/Ukraine (with special guest Jeff Quick) 12.03.2022

In this episode Jeff welcomes special guest, Financial Planner Jeff Quick, to discuss inflation and the geopolitical risk of a global economy.

Social Security: Myth Versus Reality 05.03.2022

During this episode, we’re going to first address some of the most common myths about Social Security before pivoting to a discussion about some of the lesser known services that Social Security provides.

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