All Episodes
Paladin Financial Talk — 296 episodes
Episode 343: Preventive Healthcare: Steps That May Save You Money - With Kinsey Diment
Episode 342: Health Insurance: Know the Terms, Navigate the System - With Brian Eck
Episode 341: How Your Health Can Impact Your Wealth - With Nikki Foley
Episode 340: 150 Days to Protect Your Legacy - With Jeff Foley
Episode 339: 150 Days to Make Smart Tax Moves - With Matt Bryant
Episode 338: Uncover Hidden Money in 150 Days - With Ellie Robison
Episode 337: One Goal. 150 Days - With Jeff Quick
Episode 336: The Bucket Strategy: How We Create Retirement Income - With Matt Bryant
Episode 333: Building Wealth on Purpose: Investment Strategies That Stand the Test of Time - with Jeff Foley
Episode 332: The Financial Aid Playbook - with Guest William Nusser
Episode 331: Making a Meaningful Investment in your Child’s (or Grandchild’s) Future - with Guest Nicole Giefer
Episode 330: Leadership, Life Skills & the Cost of Preparing Kids for the Future - with Guest Megan Stone
Episode 328: Housing, Affordability & the Future of Minnesota Communities - with Guest Mark Foster
Episode 327: The Psychology of Home Decisions: Turning Emotion into Strategy in Retirement - with Guest Ben Bina
Episode 325: Twin Cities Housing: What You Can Control--and What Actually Matters - with Guest Justin Brama
Episode 324: What Today's Housing Market Means for Your Finances - with Jeff Foley
Episode 323: What People Really Mean When They Ask About Money (Part 4) - with Jeff Quick
Episode 322: What People Really Mean When They Ask About Money (Part 3) - Matt Bryant
Episode 321: What People Really Mean When They Ask About Money (Part 2)
Episode 320: What People Really Mean When They Ask About Money (Part 1) - with Jeff Foley
Episode 319: Spring Cleaning Your Finances: Debt Strategy & Cutting Spending Leaks - with Matt Bryant
Episode 318: The One Financial Detail People Forget: Updating Your Beneficiaries with Nikki Foley
Episode 317: Spring Retirement Stress Test - with Ellie Robison
Episode 316: Spring Cleaning for Your Finances - with Jeff Quick
Episode 315: Protecting the People You Love-A Family Protection Playbook - with Jeff Foley
Episode 313: Should You Combine Finances If You’re Not Married? - with Ellie Robison
Episode 312: Managing Money as a Couple: From “Mine vs. Yours” to “Ours”- with Jeff Quick
Episode 309: Tax Advice That's Actually Wrong - with Matt Bryant and Jack Ekholm
Episode 308: Tax Decisions You Didn’t Know You Made - with Ellie Robison and Jack Ekholm
Episode 307: What Do I Need to Prepare My Taxes - with Jeff Foley and Jack Ekholm
Episode 306: Financial Lessons from "A Christmas Story" - with Jeff Quick
Episode 305: Financial Lessons from "A Christmas Carol" - with Matt Bryant
Episode 304: Financial Lessons from "Die Hard" - with Jeff Foley
Episode 303: Financial Lessons from "It's a Wonderful Life" - with Matt Bryant
Episode 301: End of Year Tax Planning - with Jeff and Nikki Foley
Episode 300: Hope, Help, and the Hard Parts: Planning Life's Transitions with Spero - with Nikki Foley
Episode 299: Medicaid Planning and Elder Law with Guest Steve Helseth - with Jeff Foley
Episode 298: Understanding and Maximizing Your Federal Employee Retirement Benefits - with Matt Bryant
Episode 297: Employer Stock Options: Understanding Your Employee Equity - with Ellie Robison
Episode 296: Maximizing Employee Benefits and Filling the Gaps - with Nikki Foley & Jeff Quick
Episode 295: Making Sense of Medicare’s Annual Enrollment Period - with Nikki Foley
Episode 294: Medical Assistance and Long-Term Care in Minnesota - with Nikki Foley
Episode 293: Senior Living Unpacked - A Discussion with Guest Amy Waterman
Episode 292: The Personalized Side of Care with Guest Nicole Myhre - with Nikki Foley
Episode 291: Peace of Mind in Aging: Starting the Conversation - with Nikki Foley
Episode 290: Expert Tax Tips with William Nusser, EA - with Ellie Robison
Episode 289: One Big Beautiful Bill Part 3 - with Jeff Foley and Nikki Foley
Episode 288: One Big Beautiful Bill Part 2 - with Jeff Foley and Matt Bryant
Episode 287: One Big Beautiful Bill Part 1 – with Jeff Foley & Jeff Quick
Rent or Buy?
Keeping Home Costs Cool as the Heat Rises
5 Smart Financial Moves to Make This Summer
Summer Spending - The Fun Stuff!
Will Buying a Boat Sink Your Finances
10 Ways to Spring Clean Your Finances
Your Portfolio's Tune Up
Budget, Debt and Old Accounts
Financial Spring Cleaning
Finance Book Club: The Intelligent Investor
8 Tips for Educating Yourself Financially
Lessons from the Millionaire Next Door
Thriving with Your Money Tree
Financial Implications of Divorce
Financial Empowerment for Women
Women in Finance with Lisa Schreiber
Celebrating Women's History Month
Market Update
Do You Need Disability Insurance?
Insurance Secrets: How to Protect Your Home, Car, and Wallet
Unlocking Workplace Perks: Maximizing Your Benefits
Where are Mortgages Headed? with Jay Dacey
Market Update with Tyler Ellegard
Your 2025 Financial Resolutions
Thrive in '25!
Name Image and Likeness - the bottom line for college athletes
Financial Lessons from Elf
Financial Lessons from the Grinch
Financial Lessons in Home Alone
Financial Lessons from Christmas Vacation
Cybersecurity Tips with Michael Johnson
5 Ways to Financially Maximize Having Kids
Don’t forget about your old 401(k)
The Election, The Economy and Year-End Deadlines
Are Financial Advisors Worth It?
Is Your Financial Advisor a Robot?
Solving Your Financial Challenges
What is a fiduciary?
Reverse Mortgages: Unlocking Home Equity for Long-Term Care
Long-Term Care Options
Funding Long-Term Care
Navigating Retirement Healthcare Expenses
The 4 Pillars of a Solid Retirement Plan
Mental Health in Retirement
Menopause Madness
Navigating Finances with Chronic Conditions
Health Care Planning Tips
Complete Guide to Health and Wellness
Frugal Living: Making it a Lifestyle
The Art of Frugal Living: Achieving Health on a Budget
Creative Ways to Save Money
Can Frugal be Fun?
Living the Dream? Buying Timeshares and RVs in Retirement
Wedding Planning with Jess Schoen
Home Sweet Home
Life Lessons
Buy-Sell Agreement and Premium Finance
Estate Planning and Charitable Giving
Navigating Your Long-Term Healthcare Journey
A Solution to Retiring Early
Life Insurance - An Overview
Playing the Income Game in Retirement
Retirement Income Planning and the Distribution Phase
Your Accumulation Phase
Wealth Management: An Introduction
Controlling What You Can Control with Workplace Benefits and Retirement Savings
Thriving with Your Money Tree: Women in Finance with special guest Mariann Montagne, CFA
Financial Literacy & Resources for Women
Empowering Women in Finance: Celebrating Women's History Month
Adventures in Entrepreneurship and Real Estate
Cracking the Code: The Chicken or the Egg of Real Estate Investing
Setting Up a Small Business
Navigating Real Estate, Business Ownership, and Taxes
Fifty and Fit: Financial Moves to make in your 50's
Financial Literacy in your 30's and 40's
Side Hustles!
A Comprehensive Financial Plan
Taxation on Transferring Wealth
Estate Planning with Special Guest Attorney Matt Tramm
The Moral of the Story...
Combating the High Cost of Healthcare
Medical Insurance Part 2 - Medicare
Medical Insurance - What You Need to Know
Understanding Medicare with special guest Judah Day
Real Estate and Taxes
Navigating Business Tax Deductions: Strategies for Financial Success
Tax Deductions for the Standard American
Planning for the Future - Income Taxes
How to Start Investing
When in doubt FAFSA!!!
Student Loans and Sports
5 Tax Breaks to Help Parents Save Money
FIRE! (Financial Independence, Retire Early)
Retirement Parties
Everyday is a Saturday: Financial Challenges in Retirement
Your Retirement Manifesto
Happy Transistion Into Retirement
The Psychology of Relationships and Retirement
Love Languages - How to strengthen relationships in your life
My Messy House
Lifestyle Planning - Relationships
Aging Well In Retirement - Exercise with Megan Higginbotham
The Lives of Successful Women
Nutrition for a Healthy Lifestyle
Aging Well in Retirement
Living and Leaving a Larger Legcy in Retirement with Jay Dacey
Working in Retirement
Living La Vida Local - Things To Do This Summer in MN
Thriving in Retirement
Lifestyle Influences: Generational, Media, Education and More.
Maintain Family Harmony with Enhanced Planning
Annuities Part 2 with Jeff Quick
Annuities: The Good the Bad and The Ugly
Market Update with Tyler Ellegard
Understanding Investments
Taxes and the Power of When Pt. 1
What the heck is a MYGA?
3 Dangers around Maximizing Your Social Security Benefits
The Paladin Plan
Get Your Finances Ready for the Future
Biggest Tax Legislation in 3 years - The Secure Act. 2.0
Year-End Tax Planning and a Peek at 2023
Special Guest Jay Guerin, President of Gradient Life Brokerage
The Votes Are In Market Update
Understanding Investments
Year End To Do List
Who, What & Why of IRA's
End of Year Tax Review
Market Commentary with Jeremy Bryan
Estate Planning 101
What's at Risk?
Student Loan Debt
How Do I Know When It’s Time to Retire?
Tips for Successful Estate Planning
What's Up with Inflation?
Retirement Checklist Part 2
Retirement Checklist
Different Strategies of Annuitization - Getting the Most Out of Your Annuity
Annuities - The Good, The Bad, and The Truth
The Baby Boomer Dilemma
Home and Auto Insurance: Rules of the Road
Geopolitical Risk - Russia/Ukraine (with special guest Jeff Quick)
Social Security: Myth Versus Reality
Retirement Tips for Women
Are you ready for RMDs?
Don't Go Mad When The Market Does
Social Security COLA is on the rise
Taxes and the Power of When
Frightful Mistakes That Could Haunt Your Retirement
Protect yourself, and your money, from scams
10 Retirement Readiness Questions
Working in Retirement
Taking More Stock
Taking Stock
Finding Money in Retirement
Retirement and Financial Steps at Ages 50 and 65
Running your personal finances like a business
Helping your parents with their finances
Inflation Nation
Your Financial Time Machine Is Already Here
Are You Ready for Inflation?
The 4 Styles of Retirement Planning
What Mt. Everest Can Teach You
Breaking down the Biden tax plan
Why Work with a Financial Advisor
What the American Rescue Plan Means for You
Just Be Yourself
Adulting Sprint: Choose Your Adventure
Are You Ready for Tax Season?
Understanding 401(k)s
What do I do if my spouse spends too much money?
Financial New Year’s Resolutions
Random Acts of Financial Planning
2020 In Review and 2021 Outlook
Using a bucket strategy to plan for retirement
What impact is the election having on the markets?
Dealing with a forced early retirement
Tricks to Fix Your Finances
7 Mistakes People Make When Choosing a Financial Advisor
Adulting Tips for Pandemic Times
Are you a financial procrastinator?
Mastering the Last Five Years
What's going on with the housing market?
What you Need To Know About Annuities Part 2
What You Need to Know About Annuities
Preparing for Retirement as a Couple
Don’t Neglect Legacy Planning
Retirement Ready Part 3 - Creating Your Personalized Retirement Plan
Retirement Ready Part 2 - Maximizing Social Security and Pensions
Investment Strategies That Provide Protection and Growth
Retirement Ready Part 1 - Take Control of Your Personal Economy
Protect Your Finances from Recessions
Why target date funds miss the mark
Avoiding Social Security Scams
Are you interested or are you committed?
CARES Act: What you need to know
Personality and Retirement
Managing Risk in Retirement
The Danger of Financial Assumptions
Cost-of-living Adjustment for Social Security - 2020
The SECURE Act: Changes to IRAs
Importance of Having a Plan
Common Financial Mistakes
Life Insurance Basics and Options
Retirement Expenses to Consider
The Biggest Money Mistakes Part 2
Millennials and Retirement
Money and Relationships
Retirement Communities, Wealth Building & Budget
Shocking Retirement Statistics and Mistakes
Episode 40 - What if You Never Plan to Retire?
Is Your Retirement Prepared for a Bear Market
Questions about a Phased Retirement
Ways to Maximize Your Retirement Investments
Celebrities Legacy Planning Mistakes
Financial Challenges for Women in Retirement
Retirement Tax Planning: Roth IRA
What if You Never Plan to Retire?
Triathlon of Life
8 Must-Know Social Security Rules
Procrastination and Retirement
Spending Less in Retirement
Retirement Conversations for Couples
Avoiding Common Retirement Mistakes
Qualified vs. Non-Qualified Money
Rollover Precautions
Retirement Planning for Long-Term Care
Retirement Rumors to Ignore
How to Reset Retirement Plans to Weather a Downturn
The Financial Caddie and You
Top 10 Benefits of Obtaining Financial Advice
Is Your Retirement Prepared for a Bear Market?
Running With The Bulls - Investing for a Bull Market
Living to Age 100 and Beyond!
Prepare to Board the Flight
Weather the Heat in Retirement
The Costs of Financial Procrastination
Planning Your Legacy
Finding your Financial Sherpa
7 Retirement Myths
Ready. Set. Retire.
Maximize Your Social Security Benefit
Tips to Help You Achieve a Successful Retirement
Never too Early to Prepare for Retirement
Why You Need to Organize Your Retirement Resources
Tax Reform and You
Your Retirement Lifestyle