Informações:
Synopsis
Jeffrey Foley - Financially Tuned
Episodes
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Estate Planning and Charitable Giving
25/05/2024Ever wondered how to leave a lasting impact on the causes you care about? This episode dives into estate planning and charitable giving. We'll explore how to integrate your philanthropic goals into your will and discuss strategies to maximize your charitable donations while minimizing your tax burden. Tune in to learn how to make a difference and ensure your legacy lives on.
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Navigating Your Long-Term Healthcare Journey
18/05/2024In this episode of Paladin Financial Talk, co-hosts Nikki Foley and Tony Shore explore the topic of life insurance and its multifaceted roles, including the crucial role life insurance plays in addressing long-term healthcare needs and protecting your financial future. From understanding the staggering costs of healthcare in retirement to exploring innovative strategies like hybrid life insurance and leveraging Health Savings Accounts (HSAs), we equip you with the knowledge to navigate life's financial maze with confidence.
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A Solution to Retiring Early
11/05/2024Join us in this eye-opening episode as we explore the controversial strategy of utilizing cash value life insurance to achieve early retirement goals. Unraveling the complexities, we navigate through the potential advantages and pitfalls of this unconventional approach, shedding light on whether it's a viable solution for those seeking financial independence ahead of schedule. With expert analysis and firsthand experiences, discover whether cash value life insurance could be the key to unlocking your early retirement dreams.
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Life Insurance - An Overview
04/05/2024Ever wonder what life insurance is all about? We welcome special guest Jay Guerin, president of Gradient Insurance Brokerage to help us break down the basics - how it works, why you might need it, and the different types available. Tune in to learn if life insurance is a wise addition to your financial plan!
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Playing the Income Game in Retirement
27/04/2024Tired of the guessing game of how much you'll need in retirement? This episode breaks down sustainable income strategies, from pensions and Social Security to tapping your nest egg. Discover how to create a retirement income stream that lets you play for keeps, not just hope for the best.
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Retirement Income Planning and the Distribution Phase
20/04/2024Entering retirement is exciting, but how will you make your savings last? This episode dives into the distribution phase of retirement planning, unpacking strategies to generate income, minimize taxes, and ensure your nest egg sees you through your golden years.
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Your Accumulation Phase
13/04/2024This month, as we further discuss wealth management, this episode focuses on your accumulation phase and what that means! Join us as we delve into the accumulation phase of life, where dreams meet reality and financial strategies take center stage. From savvy investment tips to smart savings strategies, we're here to guide you through the journey of building your wealth and securing your future. Tune in as we explore the avenues of asset allocation, retirement planning, and wealth preservation, providing you with the tools and knowledge to thrive in the pursuit of financial success. Whether you're just starting out or well on your way, our podcast is your compass in the vast landscape of wealth management. Paladin Financial works with people in all stages of life.
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Wealth Management: An Introduction
06/04/2024Feeling lost in the world of wealth management? You're not alone! In this episode, Matt Bryant kicks off our month-long series where we break down everything you need to know. Join us for a clear and concise introduction to wealth management, what it is, and how it can benefit you.
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Controlling What You Can Control with Workplace Benefits and Retirement Savings
30/03/2024Welcome to Paladin Financial Talk with co-hosts Nikki Foley and Tony Shore. This week, they're joined by Allison Dirksen, who lends her expertise on the topic of workplace benefits and retirement savings. Together, they unravel the importance of understanding and seizing control of workplace benefits, regardless of where you are in your career journey. From 401(k) plans to health insurance options, they provide understanding of how health and wealth intersect and actionable advice to empower listeners to make informed financial decisions.
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Thriving with Your Money Tree: Women in Finance with special guest Mariann Montagne, CFA
23/03/2024In 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 in finance and discover strategies for achieving financial success. Check out Mariann's website here: https://thrivingwithyourmoneytree.com/
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Financial Literacy & Resources for Women
16/03/2024Women 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.
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Empowering Women in Finance: Celebrating Women's History Month
09/03/2024In 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.
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Adventures in Entrepreneurship and Real Estate
02/03/2024Welcome 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, adventurous life. To find out more about each of DeeDee's properties and businesses that we discuss, here are the websites: www.fallriverroadgm.com www.hillsideharbor.com www.greyduckoutdoor.com
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Cracking the Code: The Chicken or the Egg of Real Estate Investing
24/02/2024In 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!
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Setting Up a Small Business
17/02/2024Dreaming 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!
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Navigating Real Estate, Business Ownership, and Taxes
10/02/2024In 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.
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Fifty and Fit: Financial Moves to make in your 50's
03/02/2024Turning 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!
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Financial Literacy in your 30's and 40's
27/01/2024In 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 within the context of this pivotal stage of life. Tune in to empower yourself with practical knowledge and actionable steps towards financial success!
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Side Hustles!
20/01/2024Who 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!
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A Comprehensive Financial Plan
13/01/2024Feeling 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.