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Paladin Financial Talk

Jeff Foley

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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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Jones Financial Talk

Nick Jones

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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.
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Hello, my name is Daina Anderson Sharples. I am the owner of DAS Financial Aid Consulting Services, LLC, and the creator of the college financial aid literacy program - Financial Aid Compliance Solutions. I created this program to assist college-bound students, and financial aid professionals in understanding how the United States Department of Education’s Higher Ed system works. There is a lack of understanding with the $1.76 trillion in student loan aid debt. I aim to provide the knowledge ...
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Financial Straight Talk

Jim Fox

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Financial Straight Talk with Jim Fox: No-nonsense financial advice from a financial industry veteran with over 20 years of experience. Learn ways to help your financial literacy, make financial decisions, and reach your financial goals. No confusing jargon or pushy sales tactics. Learn more about Jim and his team here: https://yourwfg.com/ Follow on Facebook & YouTube! About Jim Fox, Founder & President: Jim Fox is a veteran of the United States Marine Corps and a financial advisor with over ...
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Kitces and Carl - Real Talk for Real Financial Advisors

Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

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A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
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HERO'S Talk Radio by Freedom Financial Radio Network

Dave & Laurett Arenz

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HERO’S Talk Radio with hosts Dave and Laurett Arenz is presented by the Freedom Financial Radio Network. Through their Triple Crown Solution, Dave and Laurett coach clients to achieve financial independence by presenting options that provide safety, liquidity, and a great rate of return for tax-free account accumulation and distribution.
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The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
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💸 Struggling with money? Join Me on the Mentally Financial podcast for a dose of financial therapy! Dive into real-life money challenges and discover practical solutions in 10 minutes or less. Every Wednesday at 6 pm, we explore ways to navigate financial hurdles, live within our means, and achieve mental and financial well-being. Don't miss out – tune in for your weekly dose of financial empowerment! 🎙️💡 #MentallyFinancial #FinancialTherapy #MoneyManagementPodcast
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Moolah Talks - Financial freedom for women

Meeta Gupta and Ritu Prasad

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Women traditionally shy away from finance because of their deep social conditioning that they will be taken care of by the men in their families. Research however shows that women outlive men and COVID has added another layer to this equation. It has never been more important for women to understand and take charge of their financial well-being. This podcast is here to educate and equip women with everything that they need to know and put into practice in order to design the life of their dr ...
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DiverCity Podcast is all about equality, inclusion, and diversity in financial services, with leading commentators from around the world bringing fresh perspectives to the D&I debate. Hosted by Julia Streets, on each episode we seek to shine a light on positive progress, call out areas requiring further focus and offer lots of ideas to help drive change.
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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.…
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In our 139th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to know when you offer "enough" value to clients that it's no longer necessary to keep doing and learning more. For full show notes, see kitces.com and thesocietyofadvice.com.
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http://webuildyourwealth.com/wp-content/show/C52.mp3 HERO’S Talk Radio with hosts Dave and Laurett Arenz is presented by the Freedom Financial Radio Network. Through their Triple Crown Solution, Dave and Laurett coach clients to achieve financial independence by presenting options that provide safety, liquidity, and a great rate of return for tax-f…
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This episode provides updates on the 2024/2025 Award Year processing of aid and the truth about student loan forgiveness. ©2024 - DAS Financial Aid Consulting Services, LLC - All Rights Reservedโดย dasfaconsulting
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Chase Matthew discusses his music influences, the impact of his music on young people, and his journey in the music industry. He also talks about staying grounded and managing finances at a young age. Follow Chase Matthew on Facebook and Instagram: https://www.facebook.com/ChaseMatthewMcQuitty/ https://www.instagram.com/iamchasematthew/ Check out h…
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In this episode, we explore how gifting can be a powerful tool to reduce your estate tax burden. We'll discuss the annual exclusion amount, spousal gifting strategies, and how charitable giving can benefit both you and your favorite causes. Tune in and learn how to make gifting work for your financial future!…
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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 e…
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http://webuildyourwealth.com/wp-content/show/C52.mp3 HERO’S Talk Radio with hosts Dave and Laurett Arenz is presented by the Freedom Financial Radio Network. Through their Triple Crown Solution, Dave and Laurett coach clients to achieve financial independence by presenting options that provide safety, liquidity, and a great rate of return for tax-f…
  continue reading
 
In this episode of Financial Straight Talk, Jim Fox discusses the importance of tax planning and the potential dangers of DIY retirement planning. He emphasizes the need to understand how taxes will impact retirement income and the importance of making informed decisions about withdrawals and conversions. Jim also highlights the three key component…
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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…
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In our 138th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to optimize your time by identifying what you consistently do—and would love to stop doing. For full show notes, see kitces.com and thesocietyofadvice.com.
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http://webuildyourwealth.com/wp-content/show/C52.mp3 HERO’S Talk Radio with hosts Dave and Laurett Arenz is presented by the Freedom Financial Radio Network. Through their Triple Crown Solution, Dave and Laurett coach clients to achieve financial independence by presenting options that provide safety, liquidity, and a great rate of return for tax-f…
  continue reading
 
In this episode of Financial Straight Talk, Jim Fox discusses the importance of focusing on long-term financial planning rather than getting caught up in short-term noise and market fluctuations. He emphasizes the need for a non-emotional, methodical, and mathematical approach to retirement planning. Jim introduces the concept of Market Guard, a sy…
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Join 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 in…
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http://webuildyourwealth.com/wp-content/show/C52.mp3 HERO’S Talk Radio with hosts Dave and Laurett Arenz is presented by the Freedom Financial Radio Network. Through their Triple Crown Solution, Dave and Laurett coach clients to achieve financial independence by presenting options that provide safety, liquidity, and a great rate of return for tax-f…
  continue reading
 
Robo-advisors may have their place in retirement planning, but for those near or in retirement, a human financial advisor is essential due to the limitations of robo-advisors in terms of investment options, management style, and legacy planning. In this episode, Jim discusses how a financial advisor may provide personalized advice and understand th…
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Ever 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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In our 137th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to know when it's time to start saying no. For full show notes, see kitces.com and thesocietyofadvice.com.
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http://webuildyourwealth.com/wp-content/show/C52.mp3 HERO’S Talk Radio with hosts Dave and Laurett Arenz is presented by the Freedom Financial Radio Network. Through their Triple Crown Solution, Dave and Laurett coach clients to achieve financial independence by presenting options that provide safety, liquidity, and a great rate of return for tax-f…
  continue reading
 
Chase Matthew discusses his music influences, the impact of his music on young people, and his journey in the music industry. He also talks about staying grounded and managing finances at a young age. Follow Chase Matthew on Facebook and Instagram: https://www.facebook.com/ChaseMatthewMcQuitty/ https://www.instagram.com/iamchasematthew/ Check out h…
  continue reading
 
Tired 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.โดย the Paladin Financial Team
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http://webuildyourwealth.com/wp-content/show/C52.mp3 HERO’S Talk Radio with hosts Dave and Laurett Arenz is presented by the Freedom Financial Radio Network. Through their Triple Crown Solution, Dave and Laurett coach clients to achieve financial independence by presenting options that provide safety, liquidity, and a great rate of return for tax-f…
  continue reading
 
Entering 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.โดย the Paladin Financial Team
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In our 136th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to consider for succession plans as more advisors approach the age of retirement. For full show notes, see kitces.com and thesocietyofadvice.com.
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http://webuildyourwealth.com/wp-content/show/C52.mp3 HERO’S Talk Radio with hosts Dave and Laurett Arenz is presented by the Freedom Financial Radio Network. Through their Triple Crown Solution, Dave and Laurett coach clients to achieve financial independence by presenting options that provide safety, liquidity, and a great rate of return for tax-f…
  continue reading
 
This episode features updates for the 2024/2025 FAFSA® processing timelines and accessibility for corrections for parents and students. ©2024 - DAS Financial Aid Consulting Services, LLC - All Rights Reservedโดย dasfaconsulting
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This 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 o…
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http://webuildyourwealth.com/wp-content/show/C52.mp3 HERO’S Talk Radio with hosts Dave and Laurett Arenz is presented by the Freedom Financial Radio Network. Through their Triple Crown Solution, Dave and Laurett coach clients to achieve financial independence by presenting options that provide safety, liquidity, and a great rate of return for tax-f…
  continue reading
 
Feeling 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.โดย the Paladin Financial Team
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In our 135th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether or not professional advisors should be expected to create career opportunities for up-and-coming advisors. For full show notes, see kitces.com and thesocietyofadvice.com.
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Debt Collection Agencies to work under stricter rules from April 1 Debt collection agencies need to stick to much more stringent rules from April that are meant to ensure that there are fewer debt issues, according to the Inspection of Justice and Safety. For example, a new law will ban debt collection agencies from putting people under pressure. T…
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http://webuildyourwealth.com/wp-content/show/C52.mp3 HERO’S Talk Radio with hosts Dave and Laurett Arenz is presented by the Freedom Financial Radio Network. Through their Triple Crown Solution, Dave and Laurett coach clients to achieve financial independence by presenting options that provide safety, liquidity, and a great rate of return for tax-f…
  continue reading
 
Welcome 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 jour…
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Embark on a journey of financial empowerment with our comprehensive guide, "Wealth Horizons." This program is designed to help you articulate, plan, and achieve your financial goals, whether you're saving for a dream home, planning for education, or securing a comfortable retirement. Discover the strategic roadmap to financial success and cultivate…
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http://webuildyourwealth.com/wp-content/show/C52.mp3 HERO’S Talk Radio with hosts Dave and Laurett Arenz is presented by the Freedom Financial Radio Network. Through their Triple Crown Solution, Dave and Laurett coach clients to achieve financial independence by presenting options that provide safety, liquidity, and a great rate of return for tax-f…
  continue reading
 
In part two of our IRA mistakes series, we'll dive deeper into hidden pitfalls you might encounter. We'll cover mismanaging required minimum distributions, navigating rollovers without penalty, and keeping your beneficiaries informed. Don't miss out on these crucial IRA tips for a secure retirement!โดย Nick Jones
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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 Mon…
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In our 134th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do once a client achieves their financial goals—and doesn't seem to realize it. For full show notes, see kitces.com and thesocietyofadvice.com.
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Experian credit reports as well as those from lesser-known credit bureaus may also contain a “Personal Statement” section, which allows you to explain any derogatory information contained in your file. This will likely have little or no impact on your overall credit standing or the decisions made by creditors and lenders, but it can’t hurt to provi…
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A 75-year-old woman is heading back to the workforce after losing a large chunk of her retirement due to risk, but how much risk is in your portfolio? Jim Fox discusses how to assess your financial situation. He also talks about how to build a relationship with your financial advisor. See omnystudio.com/listener for privacy information.…
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