PALADIN FINANCIAL TALK

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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. Paladin Financial Talk is dedicated to the small thin…

Jeff Foley


    • May 24, 2025 LATEST EPISODE
    • weekdays NEW EPISODES
    • 540 EPISODES

    Ivy Insights

    The PALADIN FINANCIAL TALK podcast is a phenomenal resource for anyone looking to gain insight into the world of markets and financial planning. Hosted by Jeff, who is not only personal friends with my husband and I but also someone we have trusted with our finances for over two decades, this podcast is a testament to his expertise and commitment to his clients' best interests.

    One of the best aspects of this podcast is the depth of knowledge that Jeff brings to each episode. He has a deep understanding of market trends, financial planning strategies, and investment opportunities, which he shares in a way that is easy for listeners to understand. His ability to break down complex concepts into simple terms makes this podcast accessible to both seasoned investors and those who are just starting their financial journey. Additionally, Jeff's experience as a fiduciary shines through in each episode, as he emphasizes the importance of always acting in his clients' best interests.

    Another great aspect of The PALADIN FINANCIAL TALK podcast is Jeff's level of organization and thoroughness. Each episode is well-structured and focused on a specific topic or theme, allowing listeners to easily navigate through different subjects of interest. Furthermore, Jeff's commitment to staying current means that the information shared on this podcast is always up-to-date and relevant. This dedication gives listeners confidence that they are receiving reliable advice that can be applied to their own financial situations.

    While it may be difficult to find any faults with The PALADIN FINANCIAL TALK podcast, one potential area for improvement could be diversifying guest speakers or experts. While Jeff's expertise is undeniable, bringing in other voices from various areas within the finance industry could provide additional perspectives and deepen the overall discussion.

    In conclusion, The PALADIN FINANCIAL TALK podcast is an exceptional resource for anyone seeking valuable insights into markets and financial planning. Jeff's trustworthiness, knowledgeability, and commitment to his clients' best interests make him an ideal host for this podcast. Whether you are a seasoned investor looking to expand your knowledge or someone just starting their financial journey, this podcast offers valuable advice and guidance in a clear and accessible manner.



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    Latest episodes from PALADIN FINANCIAL TALK

    Your Portfolio's Tune-Up

    Play Episode Listen Later May 24, 2025


    Dive deep into the art of rebalancing your investments. Discover why regularly adjusting your asset allocation is crucial for staying on track with your financial goals, and learn practical strategies for doing it effectively.

    Budget, Debt and Old Accounts

    Play Episode Listen Later May 17, 2025


    Clean up those finances for spring! We talk about tips to help you improve your budget, pay down debt, and track down old accounts!

    The Gentle Declutter and End of Life Preparations

    Play Episode Listen Later May 10, 2025


    In this show we discuss how to approach the process of decluttering personal belongings with sensitivity and intention, especially in the context of end-of-life planning. We emphasize the emotional and practical importance of sorting through possessions ahead of time to reduce stress for loved ones and ensure meaningful items are passed on thoughtfully. The conversation highlights the therapeutic aspects of letting go, the challenges families face when no plans are in place, and the value of starting early to make the process less overwhelming and more purposeful.

    Financial Spring Cleaning

    Play Episode Listen Later May 3, 2025


    Dusting off your money habits, decluttering your finances, and finding that rogue subscription that's been draining your account since 2021.

    Finance Book Club: The Intelligent Investor

    Play Episode Listen Later Apr 26, 2025


    First published in 1949, The Intelligent Investor is full of timeless wisdom that anyone can use to educate themselves on making smart investment decisions. You don't need to be a stock market whiz to understand this book. Graham's main message is protect yourself from big mistakes, stay calm, and invest with a margin of safety.

    8 Tips for Educating Yourself Financially

    Play Episode Listen Later Apr 19, 2025


    In this episode we discuss 8 key tips to help you financially, now and for the future.

    Lessons from the Millionaire Next Door

    Play Episode Listen Later Apr 12, 2025


    In this episode, we dive into the key takeaways from The Millionaire Next Door and explore how its principles still hold strong when planning for retirement. From disciplined spending habits to living below your means, the book offers powerful insights into how everyday people build lasting wealth. We discuss how these lessons can be applied to retirement planning—helping clients focus on long-term financial independence rather than flashy lifestyles. Whether you're advising high-net-worth individuals or everyday savers, this conversation is packed with practical wisdom that stands the test of time.

    Thriving with Your Money Tree

    Play Episode Listen Later Apr 5, 2025


    In this episode of Paladin Financial Talk, join host Nikki Foley and co-host Tony Shore are pleased to invite special guest Mariann Montagne, Chartered Financial Analyst and president of Mosaic Consulting. Gain insights into the challenges and opportunities women face in finance and discover strategies for achieving financial success. To contact Mariann go to thrivingwithyourmoneytree.com or email her at: mmontagne@mosaicconsultingllc.net

    Thriving with Your Money Tree

    Play Episode Listen Later Apr 5, 2025


    In this episode of Paladin Financial Talk, join host Nikki Foley and co-host Tony Shore are pleased to invite special guest Mariann Montagne, Chartered Financial Analyst and president of Mosaic Consulting. Gain insights into the challenges and opportunities women face in finance and discover strategies for achieving financial success. To contact Mariann go to thrivingwithyourmoneytree.com or email her at: mmontagne@mosaicconsultingllc.net

    Financial Implications of Divorce

    Play Episode Listen Later Mar 29, 2025


    Divorce can have a significant and lasting impact on a client's financial well-being, especially as they approach or navigate retirement. In this episode, we cover the key financial considerations of divorce, including asset division, Social Security benefits, retirement accounts, and spousal support. Learn how to help clients avoid common financial pitfalls, protect their long-term goals, and restructure their financial plans post-divorce. Whether you work with individuals or couples, this episode will prepare you to better serve clients during one of life's most challenging transitions.

    Financial Implications of Divorce

    Play Episode Listen Later Mar 29, 2025


    Divorce can have a significant and lasting impact on a client's financial well-being, especially as they approach or navigate retirement. In this episode, we cover the key financial considerations of divorce, including asset division, Social Security benefits, retirement accounts, and spousal support. Learn how to help clients avoid common financial pitfalls, protect their long-term goals, and restructure their financial plans post-divorce. Whether you work with individuals or couples, this episode will prepare you to better serve clients during one of life's most challenging transitions.

    Financial Empowerment for Women

    Play Episode Listen Later Mar 22, 2025


    In this episode, we dive into the unique financial challenges women face and explore strategies for building wealth and confidence. We also discuss the history of women in finance and they role they currently play.

    Financial Empowerment for Women

    Play Episode Listen Later Mar 22, 2025


    In this episode, we dive into the unique financial challenges women face and explore strategies for building wealth and confidence. We also discuss the history of women in finance and they role they currently play.

    Women in Finance with Lisa Schreiber

    Play Episode Listen Later Mar 15, 2025


    This week, we sit down with Lisa Schreiber of Gradient Investments to discuss her journey as a woman in the traditionally male-dominated field of finance. She shares valuable insights on navigating the industry, overcoming challenges, and the importance of fostering diversity. Listen in as we delve into Lisa's strategies for success and her perspective on the future of financial leadership.

    Women in Finance with Lisa Schreiber

    Play Episode Listen Later Mar 15, 2025


    This week, we sit down with Lisa Schreiber of Gradient Investments to discuss her journey as a woman in the traditionally male-dominated field of finance. She shares valuable insights on navigating the industry, overcoming challenges, and the importance of fostering diversity. Listen in as we delve into Lisa's strategies for success and her perspective on the future of financial leadership.

    Celebrating Women's History Month

    Play Episode Listen Later Mar 8, 2025


    This week, we honor Women's History Month by exploring the unique financial planning challenges and opportunities women face. We'll delve into strategies for closing the wealth gap, building long-term security, and empowering women to take control of their financial futures. Join us for expert insights and actionable advice tailored to women at every stage of their financial journey.

    Celebrating Women's History Month

    Play Episode Listen Later Mar 8, 2025


    This week, we honor Women's History Month by exploring the unique financial planning challenges and opportunities women face. We'll delve into strategies for closing the wealth gap, building long-term security, and empowering women to take control of their financial futures. Join us for expert insights and actionable advice tailored to women at every stage of their financial journey.

    Market Update

    Play Episode Listen Later Mar 1, 2025


    In this episode, we break down the latest market trends, economic shifts, and key indicators shaping the financial landscape. From interest rate movements to stock market performance, we provide insights to help financial advisors stay informed and proactive in guiding their clients. Tune in as we analyze what's driving the markets, potential opportunities on the horizon, and strategies to navigate uncertainty. Whether you're positioning portfolios or addressing client concerns, this market update equips you with the knowledge you need to stay ahead.

    Market Update

    Play Episode Listen Later Mar 1, 2025


    In this episode, we break down the latest market trends, economic shifts, and key indicators shaping the financial landscape. From interest rate movements to stock market performance, we provide insights to help financial advisors stay informed and proactive in guiding their clients. Tune in as we analyze what's driving the markets, potential opportunities on the horizon, and strategies to navigate uncertainty. Whether you're positioning portfolios or addressing client concerns, this market update equips you with the knowledge you need to stay ahead.

    Do You Need Disability Insurance?

    Play Episode Listen Later Feb 22, 2025


    In this episode, we're diving into the world of disability insurance – what it is, how it works, and whether it's the right choice for you. Whether you're a young professional just starting your career or someone weighing the pros and cons of coverage, we'll break down the basics of disability insurance, explore the different types of policies, and discuss common myths and misconceptions. You'll learn how to evaluate your personal risks, understand the financial benefits, and determine if disability insurance is a necessary step in protecting your income and future. Tune in for expert insights and real-life examples to help you make an informed decision about your coverage needs.

    Do You Need Disability Insurance?

    Play Episode Listen Later Feb 22, 2025


    In this episode, we're diving into the world of disability insurance – what it is, how it works, and whether it's the right choice for you. Whether you're a young professional just starting your career or someone weighing the pros and cons of coverage, we'll break down the basics of disability insurance, explore the different types of policies, and discuss common myths and misconceptions. You'll learn how to evaluate your personal risks, understand the financial benefits, and determine if disability insurance is a necessary step in protecting your income and future. Tune in for expert insights and real-life examples to help you make an informed decision about your coverage needs.

    Insurance Secrets: How to Protect Your Home, Car, and Wallet

    Play Episode Listen Later Feb 15, 2025


    In this episode Jeff welcomes Austin Wikstrom of Wikstrom Insurance Agency to talk about tips and strategies to help you save money on your insurance.

    Insurance Secrets: How to Protect Your Home, Car, and Wallet

    Play Episode Listen Later Feb 15, 2025


    In this episode Jeff welcomes Austin Wikstrom of Wikstrom Insurance Agency to talk about tips and strategies to help you save money on your insurance.

    Unlocking Workplace Perks: Maximizing Your Benefits

    Play Episode Listen Later Feb 8, 2025


    This week, Investment Advisor Nikki Foley joins co-host Tony Shore explores how employees can fully leverage the benefits and resources offered by their employers. From health insurance to supplementary benefits, this episode provides actionable insights on optimizing these offerings to boost career satisfaction and well-being. Tune in for this week's advice on making the most of your workplace perks and enhancing your overall job experience, whatever the stage of your career!

    Unlocking Workplace Perks: Maximizing Your Benefits

    Play Episode Listen Later Feb 8, 2025


    This week, Investment Advisor Nikki Foley joins co-host Tony Shore explores how employees can fully leverage the benefits and resources offered by their employers. From health insurance to supplementary benefits, this episode provides actionable insights on optimizing these offerings to boost career satisfaction and well-being. Tune in for this week's advice on making the most of your workplace perks and enhancing your overall job experience, whatever the stage of your career!

    Where are Mortgages Headed? with Jay Dacey

    Play Episode Listen Later Feb 1, 2025


    In this episode Nikki welcomes special guest and mortgage specialist Jay Dacey to talk about the real estate market, where rates and mortgages may be headed, and how this can impact you and your finances.

    Where are Mortgages Headed? with Jay Dacey

    Play Episode Listen Later Feb 1, 2025


    In this episode Nikki welcomes special guest and mortgage specialist Jay Dacey to talk about the real estate market, where rates and mortgages may be headed, and how this can impact you and your finances.

    Market Update with Tyler Ellegard

    Play Episode Listen Later Jan 25, 2025


    In this episode Matt Bryant welcomes Gradient Investments portfolio manager, Tyler Ellegard. They discuss where the market is at and where we might be headed in the coming months.

    Market Update with Tyler Ellegard

    Play Episode Listen Later Jan 25, 2025


    In this episode Matt Bryant welcomes Gradient Investments portfolio manager, Tyler Ellegard. They discuss where the market is at and where we might be headed in the coming months.

    Your 2025 Financial Resolutions

    Play Episode Listen Later Jan 18, 2025


    Which of these ideas will you add to your New Years Resolutions?

    Your 2025 Financial Resolutions

    Play Episode Listen Later Jan 18, 2025


    Which of these ideas will you add to your New Years Resolutions?

    Thrive in '25!

    Play Episode Listen Later Jan 11, 2025


    In this episode we break down tips and strategies to help you achieve financial success this year.

    Thrive in '25!

    Play Episode Listen Later Jan 11, 2025


    In this episode we break down tips and strategies to help you achieve financial success this year.

    Name Image and Likeness - the bottom line for college athletes

    Play Episode Listen Later Jan 4, 2025


    With college athletes now able to profit from their talent, a new world of financial opportunity—and responsibility—has opened up. In this episode, we explore what this change means for young athletes and how they can make the most of their earnings. From smart saving strategies to long-term financial planning, we share tips to help them build a secure future instead of spending it all at once.

    Name Image and Likeness - the bottom line for college athletes

    Play Episode Listen Later Jan 4, 2025


    With college athletes now able to profit from their talent, a new world of financial opportunity—and responsibility—has opened up. In this episode, we explore what this change means for young athletes and how they can make the most of their earnings. From smart saving strategies to long-term financial planning, we share tips to help them build a secure future instead of spending it all at once.

    Financial Lessons from Elf

    Play Episode Listen Later Dec 28, 2024


    What can Buddy the Elf teach us about finances? In this festive episode, we uncover surprisingly valuable financial lessons hidden in the holiday classic Elf. From saving for the future to embracing authenticity in client relationships, this lighthearted discussion combines holiday cheer with practical advice for advisors and investors alike.

    Financial Lessons from Elf

    Play Episode Listen Later Dec 28, 2024


    What can Buddy the Elf teach us about finances? In this festive episode, we uncover surprisingly valuable financial lessons hidden in the holiday classic Elf. From saving for the future to embracing authenticity in client relationships, this lighthearted discussion combines holiday cheer with practical advice for advisors and investors alike.

    Financial Lessons from the Grinch

    Play Episode Listen Later Dec 21, 2024


    In this episode, we delve into the surprisingly insightful financial lessons hidden within the classic holiday film, "The Grinch." We'll explore how the Grinch's isolation and materialism ultimately hinder his happiness, mirroring real-life financial pitfalls. Finally, we'll discuss how acts of generosity and community spirit, as exemplified by the Whos, can lead to greater financial well-being and overall life satisfaction.

    Financial Lessons from the Grinch

    Play Episode Listen Later Dec 21, 2024


    In this episode, we delve into the surprisingly insightful financial lessons hidden within the classic holiday film, "The Grinch." We'll explore how the Grinch's isolation and materialism ultimately hinder his happiness, mirroring real-life financial pitfalls. Finally, we'll discuss how acts of generosity and community spirit, as exemplified by the Whos, can lead to greater financial well-being and overall life satisfaction.

    Financial Lessons in Home Alone

    Play Episode Listen Later Dec 14, 2024


    In this episode, we dive into the classic holiday film, "Home Alone," to uncover surprising financial lessons. From budgeting for unexpected expenses to the importance of insurance, we'll explore how this beloved movie can teach us valuable money management skills. Join us as we unpack the financial wisdom hidden within this heartwarming tale.

    Financial Lessons in Home Alone

    Play Episode Listen Later Dec 14, 2024


    In this episode, we dive into the classic holiday film, "Home Alone," to uncover surprising financial lessons. From budgeting for unexpected expenses to the importance of insurance, we'll explore how this beloved movie can teach us valuable money management skills. Join us as we unpack the financial wisdom hidden within this heartwarming tale.

    Financial Lessons from Christmas Vacation

    Play Episode Listen Later Dec 7, 2024


    In this very special and fun episode, we take a look at the movie Christmas Vacation, a holiday comedy classic, and talk about the financial lessons that can actually be learned from this movie.

    Financial Lessons from Christmas Vacation

    Play Episode Listen Later Dec 7, 2024


    In this very special and fun episode, we take a look at the movie Christmas Vacation, a holiday comedy classic, and talk about the financial lessons that can actually be learned from this movie.

    Cybersecurity Tips with Michael Johnson

    Play Episode Listen Later Nov 30, 2024


    In this episode Jeff welcomes Gradient's Chief Information Officer Michael Johnson to talk about helpful cybersecurity tips to help protect you and your information from scammers.

    Cybersecurity Tips with Michael Johnson

    Play Episode Listen Later Nov 30, 2024


    In this episode Jeff welcomes Gradient's Chief Information Officer Michael Johnson to talk about helpful cybersecurity tips to help protect you and your information from scammers.

    5 Ways to Financially Maximize Having Kids

    Play Episode Listen Later Nov 23, 2024


    In this episode we break down strategies for your finances when you have children. From tax credits to 529 plans and more!

    5 Ways to Financially Maximize Having Kids

    Play Episode Listen Later Nov 23, 2024


    In this episode we break down strategies for your finances when you have children. From tax credits to 529 plans and more!

    Don't forget about your old 401(k)

    Play Episode Listen Later Nov 16, 2024


    Today, we'll talk about why it matters and go over the options for your 401(k) retirement savings—so it doesn't end up forgotten in a drawer or, worse, subject to penalties!

    Don't forget about your old 401(k)

    Play Episode Listen Later Nov 16, 2024


    Today, we'll talk about why it matters and go over the options for your 401(k) retirement savings—so it doesn't end up forgotten in a drawer or, worse, subject to penalties!

    The Election, The Economy and Year-End Deadlines

    Play Episode Listen Later Nov 9, 2024


    The election is over, and its potential impact on the economy and financial markets is a major topic of discussion. In this episode, we'll break down the key economic issues at stake, analyze market reactions, and discuss important year-end financial deadlines to keep in mind.

    The Election, The Economy and Year-End Deadlines

    Play Episode Listen Later Nov 9, 2024


    The election is over, and its potential impact on the economy and financial markets is a major topic of discussion. In this episode, we'll break down the key economic issues at stake, analyze market reactions, and discuss important year-end financial deadlines to keep in mind.

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