Paladin Financial Talk

  • Author: Vários
  • Narrator: Vários
  • Publisher: Podcast
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Synopsis

Jeffrey Foley - Financially Tuned

Episodes

  • The Seven Deadly Sins of Retirement Planning

    11/05/2019

    This episode looks at two different sets of the seven deadly sins of retirement planning. How many are you guilty of? We talk about what they are and how to avoid them.

  • Questions about a Phased Retirement

    27/04/2019

    A podcast examining the disconnects between workers and employers when it comes to phased retirement options. How long do workers expect to work? Do companies have programs in place to help workers transition into retirement and also avoid internal transitional chaos?

  • Ways to Maximize Your Retirement Investments

    13/04/2019

    Discussing some options to maximize your retirement process and investments. In this episode we talk about ways to possibly increase your investments so you'll have the income you need in retirement.

  • Celebrities Legacy Planning Mistakes

    23/03/2019

    Not getting around to legacy planning can have long-term ramifications. We are going to look at some celebrities who made legacy planning mistakes that had long-term ramifications for their heirs.

  • Financial Challenges for Women in Retirement

    09/03/2019

    This episode talks about the financial challenges for women in retirement and options for addressing those challenges.

  • Retirement Tax Planning: Roth IRA

    02/03/2019

    Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

  • What if You Never Plan to Retire?

    23/02/2019

    Many workers today believe that they’ll keep working until they’re seventy five or older. In this episode we talk about how to intelligently financially plan even if you don’t intend to retire.

  • Triathlon of Life

    16/02/2019

    Looking at the three stages of life and how retirement is its own race, not the finish line.

  • 8 Must-Know Social Security Rules

    09/02/2019

    Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

  • Procrastination and Retirement

    02/02/2019

    It may be time for a procrastination intervention when it comes to your retirement strategy. What do you need to do first?

  • Spending Less in Retirement

    26/01/2019

    Many people forget to consider how much they’ll be spending in retirement. In this episode we’re going to talk about your retirement spending tips and, more importantly, spending less..

  • Retirement Conversations for Couples

    19/01/2019

    Communication is key to any relationship. However, it might be especially critical in a marriage. Today we’re going to talk about 5 Retirement Issues couples need to talk about,

  • Avoiding Common Retirement Mistakes

    15/12/2018

    In this episode we go over some of the common retirement mistakes people make and cover some ways you can potentially avoid them

  • Are You Financially Literate

    08/12/2018

    What you don't know about your finances could be costing you a lot of money and may cost you your retirement. Listen in as we discuss the problem and the solutions to help get you on track.

  • Qualified vs. Non-Qualified Money

    01/12/2018

    In this episode we’re going to dive into the topic of qualified money versus non-qualified money and the possible tax treatment on both types of accounts.

  • Rollover Precautions

    10/11/2018

    Today we are talking about IRA and 401k rollovers. We’ll walk you through a number of precautions that you should take to avoid pitfalls and excessive penalties, taxes and fees.

  • 5 Traits of Successful Teams

    03/11/2018

    In this episode we talk about what makes teams successful and how you can use those traits to make sure your retirement strategy is set up to succeed and meet your long-term goals.

  • Retirement Planning for Long-Term Care

    27/10/2018

    Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

  • How Do You Feel About Your Finances?

    20/10/2018

    Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

  • Retirement Rumors to Ignore

    13/10/2018

    Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

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