Paladin Financial Talk

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Synopsis

Jeffrey Foley - Financially Tuned

Episodes

  • Long-Term Care Options

    28/09/2024

    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.

  • Funding Long-Term Care

    21/09/2024

    In this episode, we dive deep into the complexities of funding long-term care. Learn about the various options available, from traditional insurance plans to government assistance programs. Discover strategies to protect your assets while ensuring adequate care for yourself or loved ones in the future.

  • Navigating Retirement Healthcare Expenses

    14/09/2024

    Paladin Financial Talk is bringing you a three-part series on Funding Your Future: Navigating Retirement Healthcare Expenses. We will break down the basics, clarify common misconceptions, and provide practical tips to help you make informed decisions about your healthcare in retirement. Whether you're navigating Medicare enrollment, considering long-term care options, or planning for future health needs, this episode will equip you with the knowledge you need to feel confident in your choices. Tune in and take control of your retirement health journey!

  • The 4 Pillars of a Solid Retirement Plan

    07/09/2024

    In this episode, we dive deep into the four essential pillars that form a strong retirement foundation. Discover how to balance savings and investments, understand the importance of risk management, explore the role of Social Security and pensions, and learn about the power of estate planning. Whether you're just starting your retirement journey or looking to optimize your existing plan, this episode has valuable insights for everyone.

  • Mental Health in Retirement

    31/08/2024

    In this episode we welcome special guest, Joey Ekholm. Joey has multiple degrees related to the topic and works in the mental health field. He helps us look into the often-overlooked connection between mental health and retirement. Discover how stress, anxiety, and depression can impact your golden years, and learn practical strategies to maintain your well-being and enjoy a fulfilling retirement. From identifying signs of mental health struggles to seeking professional help, we'll provide valuable insights to help you navigate this important phase of life.

  • Menopause Madness

    24/08/2024

    In this episode of Paladin Financial Talk, Nikki Foley welcomes guest Sara Larson to the show. Using her extensive knowledge and a little humor, Sara will guide us through this crazy thing called menopause with knowledge, advocacy, and intention. Listeners will walk away with a better understanding of their power and how menopause affects financial decision-making, lifestyle choices, and long-term planning. Think this topic isn’t for you? All listeners can become more informed, compassionate, and supportive in their personal and professional relationships by tuning in to this episode! Links: https://www.saralarsoncoaching.com/ https://www.nytimes.com/2023/02/01/magazine/menopause-hot-flashes-hormone-therapy.html https://menopause.org https://www.myalloy.com https://www.joinmidi.com https://www.mayoclinic.org/appointments

  • Navigating Finances with Chronic Conditions

    17/08/2024

    In this episode of Paladin Financial Talk, co-hosts Nikki Foley and Tony Shore welcome guest Kari Ebel to the show. Using her knowledge as a Physician Assistant, Kari explores the unique challenges and opportunities faced by those managing long-term health issues. Together, we bridge the gap between health and finances for listeners and discover how to effectively manage medical expenses and plan for future care. Whether you're living with a chronic condition or supporting a loved one, "Chronic Wealth" delves into this essential topic which includes firsthand experience and insights and practical tips.

  • Health Care Planning Tips

    10/08/2024

    Healthcare costs can be a major financial burden. In this episode, we break down essential health care planning strategies to help you protect your finances. From understanding your insurance coverage to exploring savings options like HSAs and more, we provide actionable tips to navigate the complex world of healthcare costs.

  • Complete Guide to Health and Wellness

    03/08/2024

    Join hosts Nikki Foley and Tony Shore on Paladin Financial Talkl, where we provide a comprehensive guide to health and wellness and its critical impact on your financial plan. In this series in this series, We'll cover the essentials of managing chronic diseases and conditions, recognizing anxiety and depression, navigating menopause, and understanding their potential financial implications. Stay tuned for upcoming episodes where we will continue to explore how various health issues can influence your financial decisions and provide actionable insights to help you maintain both your well-being and financial security. Whether you're planning for the future or dealing with current health challenges, Nikki and Tony are here to guide you every step of the way.

  • Frugal Living: Making it a Lifestyle

    27/07/2024

    In this episode, host Jeff Foley, CFP, and co-host Tony Shore discuss how frugal living can be a path to financial independence and early retirement. Listen to stories and strategies from those who have achieved financial freedom through disciplined saving and spending.

  • The Art of Frugal Living: Achieving Health on a Budget

    20/07/2024

    In this episode of Paladin Financial Talk, we provide listeners with tips and techniques for planning nutritious and delicious meals on a tight budget as well as staying fit without expensive gym memberships and more!

  • Creative Ways to Save Money

    13/07/2024

    Tired of the same old budgeting tips? This episode bursts the bubble on boring savings strategies. We'll explore unconventional ways to boost your bank account, from hacking your hobbies to becoming a savvy swapper. Tune in and discover how to make saving money exciting and effective!

  • Can Frugal be Fun?

    06/07/2024

    Forget deprivation diets for your wallet! This episode dives into the surprising world of frugal living, where you'll discover how to save money without sacrificing enjoyment. We'll explore creative ways to stretch your dollars and unlock the fun that comes with being financially savvy.

  • Living the Dream? Buying Timeshares and RVs in Retirement

    29/06/2024

    Today, we're delving into a topic that's gaining popularity among retirees: the decision to purchase timeshares and RVs. These options offer unique lifestyle benefits, but how do they impact your financial plan and what are some of the pros and cons?

  • Wedding Planning with Jess Schoen

    22/06/2024

    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

    15/06/2024

    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

    08/06/2024

    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

    01/06/2024

    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

    25/05/2024

    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

    18/05/2024

    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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