Paladin Financial Talk artwork

Paladin Financial Talk

223 episodes - English - Latest episode: 5 days ago - ★★★★★ - 24 ratings

To get to your destination, you must know where you are going. The Paladin Financial team may help you find a route to your financial destination with Paladin Financial Talk. Each episode is designed to help light the way to your desired financial future. Are you prepared for retirement or just in need of a quick rest stop to confirm your progress? Download the latest episode of Paladin Financial Talk and keep your financial journey on track!

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Episodes

Thriving with Your Money Tree: Women in Finance with special guest Mariann Montagne, CFA

March 23, 2024 05:00 - 61.8 MB

In this episode of Paladin Financial Talk, join host Nikki Foley and co-host Tony Shore as they delve into the intersection of finance and empowerment with special guest Mariann Montagne, Chartered Financial Analyst and president of Mosaic Consulting. In honor of Women's History Month, they explore the historical significance of Women's History Month, highlighting the pivotal role women have played in shaping the finance sector. Gain insights into the challenges and opportunities women face i...

Financial Literacy & Resources for Women

March 16, 2024 05:00 - 40.5 MB

Women may have different financial concerns than men. Therefore, there is an opportunity for slightly different kinds of financial planning recommendations. We break down key financial concepts, explore resources designed for women, and equip you with the confidence to take charge of your financial future.

Empowering Women in Finance: Celebrating Women's History Month

March 09, 2024 06:00 - 38.2 MB

In this episode of Paladin Financial Talk, co-host Nikki Foley and Tony Shore invite Katie Hilbrands to the show, as Paladin Financial’s newest female in finance and to emphasize the significance of initiatives like Women’s History Month. Listen in for insightful commentary on the contributions of women in finance, highlights on notable female entrepreneurs, and the power women have to take find financial independence and gender equality in the financial world.

Adventures in Entrepreneurship and Real Estate

March 02, 2024 06:00 - 61.9 MB

Welcome to another exciting episode of Paladin Financial Talk! Join your hosts, Nikki Foley and Tony Shore, as they dive into the world of entrepreneurship and real estate with their special guest, the extraordinary DeeDee Bossen. DeeDee, alongside her husband Rob, is the proud owner of Grey Duck Outdoor, a local outdoor gear company specializing in paddleboards and canoes. Together, they've ventured into the realm of real estate, managing successful businesses, and creating a rich, adventuro...

Cracking the Code: The Chicken or the Egg of Real Estate Investing

February 24, 2024 06:00 - 52.2 MB

In this episode of Paladin Financial Talk, host Nikki Foley welcomes guest Jay Dacey of Jay Dacey Mortgage Team to help us answer the age-old question: which comes first, the chicken or the egg of real estate investing? Jay shares his wealth of knowledge and experience, guiding listeners through the fundamentals of mortgage lending and what you may need to know about real estate ventures for both novice and seasoned investors alike. Get ready to crack the code with this week’s episode!

Setting Up a Small Business

February 17, 2024 06:00 - 24.7 MB

Dreaming of being your own boss? During this episode, Jeff Quick and Dori Petroff dive into the world of small business structures! They unravel the pros and cons of sole proprietorships, LLCs, and more, guiding you through the tax implications and legal realities of each. Tune in and unlock the knowledge to choose the perfect foundation for your entrepreneurial journey!

Navigating Real Estate, Business Ownership, and Taxes

February 10, 2024 06:00 - 21.4 MB

In today's episode, we're diving deep into the intersection of real estate investing, being a business owner, and the impact of taxes on your financial journey.

Fifty and Fit: Financial Moves to make in your 50's

February 03, 2024 06:00 - 31 MB

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!

Financial Literacy in your 30's and 40's

January 27, 2024 06:00 - 35.7 MB

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 explore other actionable strategies. Additionally, uncover the underlying significance of these topics ...

Side Hustles!

January 20, 2024 06:00 - 34.8 MB

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!

A Comprehensive Financial Plan

January 13, 2024 06:00 - 43.4 MB

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.

Taxation on Transferring Wealth

January 06, 2024 06:00 - 42.5 MB

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

Estate Planning with Special Guest Attorney Matt Tramm

December 23, 2023 06:00 - 46.3 MB

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.

The Moral of the Story...

December 09, 2023 06:00 - 41.8 MB

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.

Combating the High Cost of Healthcare

December 02, 2023 06:00 - 34.2 MB

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.

Medical Insurance Part 2 - Medicare

November 18, 2023 06:00 - 35 MB

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.

Medical Insurance - What You Need to Know

November 11, 2023 06:00 - 37.4 MB

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

Understanding Medicare with special guest Judah Day

November 04, 2023 05:00 - 54.5 MB

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.

Real Estate and Taxes

October 28, 2023 05:00 - 42.9 MB

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

Navigating Business Tax Deductions: Strategies for Financial Success

October 21, 2023 05:00 - 27.8 MB

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 Deductions for the Standard American

October 14, 2023 05:00 - 26.8 MB

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.

Planning for the Future - Income Taxes

October 07, 2023 05:00 - 36.8 MB

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

How to Start Investing

September 30, 2023 05:00 - 30.2 MB

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.

When in doubt FAFSA!!!

September 23, 2023 05:00 - 31.3 MB

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.

Student Loans and Sports

September 16, 2023 05:00 - 44.1 MB

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!

5 Tax Breaks to Help Parents Save Money

September 09, 2023 05:00 - 36.1 MB

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.

FIRE! (Financial Independence, Retire Early)

September 02, 2023 05:00 - 33.4 MB

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.

Retirement Parties

August 26, 2023 05:00 - 40.2 MB

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.

Everyday is a Saturday: Financial Challenges in Retirement

August 19, 2023 05:00 - 32.7 MB

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.

Your Retirement Manifesto

August 12, 2023 05:00 - 19.4 MB

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

Happy Transistion Into Retirement

August 05, 2023 05:00 - 44.7 MB

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!

The Psychology of Relationships and Retirement

July 29, 2023 05:00 - 42.9 MB

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

Love Languages - How to strengthen relationships in your life

July 22, 2023 05:00 - 26.1 MB

In this episode we continue our lifestyle series. Ellie Robison talks about the 5 “Love Languages” and how you can use this to strengthen your friendships, romantic relationships, or even team dynamics at work.

My Messy House

July 15, 2023 05:00 - 29.7 MB

In this episode Jeff Quick talks about how to stay social, maintain friendships, and stay busy in retirement.

Lifestyle Planning - Relationships

July 08, 2023 05:00 - 44.8 MB

In this episode Nikki and Jeff discuss retirement and lifestyle planning for couples.

Aging Well In Retirement - Exercise with Megan Higginbotham

July 01, 2023 05:00 - 31.1 MB

In this episode Nikki Foley welcomes special guest Megan Higginbotham, owner of In Motion Fitness, to discuss the importance of fitness in retirement.

Aging Well In Retirement - Excersize with Megan Higginbotham

July 01, 2023 05:00 - 31.1 MB

In this episode Nikki Foley welcomes special guest Megan Higginbotham, owner of In Motion Fitness, to discuss the importance of fitness in retirement.

The Lives of Successful Women

June 24, 2023 05:00 - 22.5 MB

As it relates to lifestyle living, continuing work into your 80s, and tidbits of how the financial industry works.

Nutrition for a Healthy Lifestyle

June 17, 2023 05:00 - 37 MB

In this episode Nikki Foley welcomes special guest and personal trainer Molly Guerin to talk about nutrition for a healthy lifestyle.

Aging Well in Retirement

June 10, 2023 05:00 - 25.2 MB

In this show Jeff Quick talks about key steps to help you age well in retirement.

Living and Leaving a Larger Legcy in Retirement with Jay Dacey

June 03, 2023 05:00 - 34 MB

In our continuing lifestyle series we welcome mortgage specialist Jay Dacey to talk about using your home equity to create a larger legacy in retirement.

Working in Retirement

May 27, 2023 05:00 - 31.9 MB

What happens if you want to, or need to go back to work in retirement? We discuss the pros and cons and what you need to consider.

Living La Vida Local - Things To Do This Summer in MN

May 20, 2023 05:00 - 33.5 MB

In this episode we discuss a list of the best vacation and travel destinations right here in Minnesota!

Thriving in Retirement

May 13, 2023 05:00

We continue our lifestyle series and welcome special guest Ellie Robison to talk about the importance of having a goal for your retirement and how to plan for one.

Lifestyle Influences: Generational, Media, Education and More.

May 06, 2023 05:00 - 45.8 MB

In part one of our series on Lifestyle, Jeff welcomes Nikki Foley to the show. She discusses what a lifestyle is and how yours is defined. We discuss how your lifestyle relates directly to your financial and retirement planning.

Maintain Family Harmony with Enhanced Planning

April 22, 2023 05:00 - 24.3 MB

During this episode we’re going to discuss the importance of enhanced planning in relation to finances, taxes, and family life. This includes estate planning, legacy planning and more.

Annuities Part 2 with Jeff Quick

April 15, 2023 05:00 - 24.5 MB

In this episode Jeff Quick talks about what you need to know about annuities.

Annuities: The Good the Bad and The Ugly

April 08, 2023 05:00 - 36.5 MB

In this show Jeff and Jaime talk about annuities. What's good and what's not.

Market Update with Tyler Ellegard

April 01, 2023 05:00 - 41.7 MB

Tyler Ellegard from Gradient Investments joins to show to give a market update and talk about the fed rate hikes, inflation, and the recent bank failures.

Understanding Investments

March 25, 2023 05:00 - 29.2 MB

In this episode we talk about asset diversification and what you need to know about your investments and savings.