Episode 340: 150 Days to Protect Your Legacy - With Jeff Foley

You have just 150 days to finish the year stronger than you started it. In the final episode of this series, you’ll be challenged to tackle one of the most important—and most commonly postponed—financial goals: protecting the people you love. Paladin Financial Talk Host Nikki Foley is joined by Paladin Financial Owner and Featured Advisor Jeff Foley, CFP, CTS, to discuss the essential legacy, estate, insurance, and beneficiary decisions that some families put off until it's too late. Listen to find out the one meaningful action Jeff recommends completing before December 31. In this four-part series, the advisors at Paladin Financial share practical strategies to help you finish the year stronger than you started. Each episode focuses on one area where small, intentional actions today can create meaningful financial results tomorrow.