Paladin Financial Talk

the Paladin Financial Team
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Paladin Financial Talk

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!

  1. 7 HR AGO

    Don’t forget about your old 401(k)

    Today, we’ll talk about why it matters and go over the options for your 401(k) retirement savings—so it doesn’t end up forgotten in a drawer or, worse, subject to penalties!

  2. 9 NOV

    The Election, The Economy and Year-End Deadlines

    The election is over, and its potential impact on the economy and financial markets is a major topic of discussion. In this episode, we'll break down the key economic issues at stake, analyze market reactions, and discuss important year-end financial deadlines to keep in mind.

  3. 2 NOV

    Are Financial Advisors Worth It?

    In this episode, we discuss the pros and cons of hiring a financial advisor, including the potential benefits of expert advice and their services.

  4. 26 OCT

    Is Your Financial Advisor a Robot?

    Do you have an algorithm for a financial advisor or investing? In this episode, we explore the use of "robo-advisors" and the rise of AI-powered financial advisors. We'll discuss the pros and cons of using them for financial advice, and whether it's the right choice for you.

  5. 19 OCT

    Solving Your Financial Challenges

    In this episode, we dive deep into common financial struggles and provide practical solutions. From managing debt to saving for the future, we offer expert advice and actionable steps to help you achieve your financial goals. Join us as we empower you to take control of your finances and build a brighter financial future.

  6. 12 OCT

    What is a fiduciary?

    In this episode, we explain what it means to be a fiduciary and why it’s important when choosing a financial advisor. We discuss how fiduciaries are legally required to act in your best interest, ensuring transparency and trust in financial planning. Plus, we highlight how Paladin, as a financial planning firm, can help you navigate your financial journey with personalized, client-focused strategies.

  7. 5 OCT

    Reverse Mortgages: Unlocking Home Equity for Long-Term Care

    This episode features co-hosts Nikki Foley and Tony Shore, along with Guest Jay Dacey of Jay Dacey Mortgage Team. Together, they highlight both the concept of reverse mortgages and their potential use in covering long-term care needs. Plus, Jay provides an outlook on the housing market and what’s may lie ahead!

  8. 28 SEPT

    Long-Term Care Options

    In this episode, we dive into the crucial topic of long-term care planning. Discover the costs associated with various care options and explore strategies to protect your assets while ensuring adequate coverage for your future needs. Join us as we go over the options you can use to pay for long-term care with some advanced planning.

See All (282)

About

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!

Information

  • Creator
    the Paladin Financial Team
  • Years Active
    2018 - 2024
  • Episodes
    282
  • Rating
    Clean
  • Show Website
    Paladin Financial Talk

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