228 episodes

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!

Paladin Financial Talk the Paladin Financial Team

    • Business

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!

    Wedding Planning with Jess Schoen

    Wedding Planning with Jess Schoen

    Today, we have a special guest joining us to dive into a summer lifestyle topic of wedding planning! We will discuss the financial aspects of planning a wedding because, let's face it, weddings can have a significant impact on your financial plan if not properly managed or anticipated with your advisor.

    Home Sweet Home

    Home Sweet Home

    Homeownership can be a goldmine in retirement. This episode dives into unlocking your home equity's potential, exploring strategies like HELOCs, home sales and reverse mortgages, and unpacking the key considerations to ensure a secure and comfortable golden age.

    Life Lessons

    Life Lessons

    In this episode, three new members of the Paladin Financial team share life lessons learned through their personal experience. Topics include first money memories, college education, finding your path and a peak behind the financial industry curtain.

    Buy-Sell Agreement and Premium Finance

    Buy-Sell Agreement and Premium Finance

    This episode dives into buy-sell agreements, a crucial tool for business partners. We'll explore how life insurance and premium financing can work together to ensure a smooth ownership transition in the event of a partner's death or disability. Tune in to learn how to protect your business and your loved ones.

    Estate Planning and Charitable Giving

    Estate Planning and Charitable Giving

    Ever 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.

    Navigating Your Long-Term Healthcare Journey

    Navigating Your Long-Term Healthcare Journey

    In 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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