최고 Paladin 팟캐스트 (2025)

1
Your Portfolio's Tune-Up

29d ago

—

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.저자 Jeffrey Allen Foley and Nikki Lynn Foley and Jeffery James Quick and Eloisa Robison and Matthew Aaron Bryant

1
Budget, Debt and Old Accounts

1M ago

—

Clean up those finances for spring! We talk about tips to help you improve your budget, pay down debt, and track down old accounts!저자 Jeffrey Allen Foley and Nikki Lynn Foley and Jeffery James Quick and Eloisa Robison and Matthew Aaron Bryant

1
The Gentle Declutter and End of Life Preparations

1M ago

—

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 thoughtf…

1
Financial Spring Cleaning

2M ago

—

Dusting off your money habits, decluttering your finances, and finding that rogue subscription that’s been draining your account since 2021.저자 Jeffrey Allen Foley and Nikki Lynn Foley and Jeffery James Quick and Eloisa Robison and Matthew Aaron Bryant

1
Finance Book Club: The Intelligent Investor

2M ago

—

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.…

1
8 Tips for Educating Yourself Financially

2M ago

—

In this episode we discuss 8 key tips to help you financially, now and for the future.저자 Jeffrey Allen Foley and Nikki Lynn Foley and Jeffery James Quick and Eloisa Robison and Matthew Aaron Bryant

1
Lessons from the Millionaire Next Door

2M ago

—

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 reti…

1
Thriving with Your Money Tree

3M ago

—

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 Mar…

1
Financial Implications of Divorce

3M ago

—

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…

1
Ep. 38: The evolution of the security industry and what client’s look for in a provider 28:19

3M ago28:19

28:19

This month's guest is Kelvin Ng, Director of Business Operations for Global Relay. Kelvin has over 30 years experience in executive management and project leadership - but it all started in the security industry. Kelvin has carried that knowledge and experience throughout his career and leaned on it both during tough times and opportunities for gro…

1
Financial Empowerment for Women

3M ago

—

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.저자 Jeffrey Allen Foley and Nikki Lynn Foley and Jeffery James Quick and Eloisa Robison and Matthew Aaron Bryant

1
Women in Finance with Lisa Schreiber

3M ago

—

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 perspec…

1
2025 Ennie Submission 10:20

3M ago10:20

10:20

The Ennies are a fan based award given out at GenCon - the OG Gamer Convention - and we are thrilled to toss our hat into the ring. The entry asked for our best 15 minutes and this is it! Originally published on our website on December 20, 2024. This is the opening volley of our full-cast audio drama. Give a listen! We hope you enjoy.…

1
Celebrating Women's History Month

4M ago

—

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 eve…

1
Market Update

4M ago

—

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 oppor…

1
Do You Need Disability Insurance?

4M ago

—

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…

1
Insurance Secrets: How to Protect Your Home, Car, and Wallet

4M ago

—

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.저자 Jeffrey Allen Foley and Nikki Lynn Foley and Jeffery James Quick and Eloisa Robison and Matthew Aaron Bryant

1
Unlocking Workplace Perks: Maximizing Your Benefits

4M ago

—

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 wee…

1
Where are Mortgages Headed? with Jay Dacey

5M ago

—

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.저자 Jeffrey Allen Foley and Nikki Lynn Foley and Jeffery James Quick and Eloisa Robison and Matthew Aaron Bryant

1
Market Update with Tyler Ellegard

5M ago

—

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.저자 Jeffrey Allen Foley and Nikki Lynn Foley and Jeffery James Quick and Eloisa Robison and Matthew Aaron Bryant

1
Your 2025 Financial Resolutions

5M ago

—

Which of these ideas will you add to your New Years Resolutions?저자 Jeffrey Allen Foley and Nikki Lynn Foley and Jeffery James Quick and Eloisa Robison and Matthew Aaron Bryant

1
Thrive in '25!

5M ago

—

In this episode we break down tips and strategies to help you achieve financial success this year.저자 Jeffrey Allen Foley and Nikki Lynn Foley and Jeffery James Quick and Eloisa Robison and Matthew Aaron Bryant

1
Name Image and Likeness - the bottom line for college athletes

6M ago

—

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 se…

1
Ep. 37: How a traumatic experience led Amy Morse to a new career path 33:20

6M ago33:20

33:20

This month's guest is Amy Morse, Operations Manager for PalAmerican Security, part of the Paladin Group of Companies. Amy began her career in law enforcement, but a critical incident led her to rethink her career path. She moved into armed security—and eventually, an opportunity with PalAmerican opened up. Now, Amy proudly leads her team in Chicago…

1
Financial Lessons from Elf

6M ago

—

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.…

1
Financial Lessons from the Grinch

6M ago

—

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…

1
Here's the trailer for our new podcast adventure series: A Paladin's Bargain. 2:21

6M ago2:21

2:21

It seemed like an easy job, but nothing is ever as easy as it seems. For retired paladin Rowan and his moderately reformed partner Garnett, the only thing growing faster than their list of traveling companions is their list of problems, scrapes, puzzles, and general ne’er-do-wells. Season One coming December 2024! Note: A Paladin's Bargain is rated…

1
A Paladin's Bargain - Episode Six: This One Time at Bandit Camp 40:55

6M ago40:55

40:55

Outnumbered, the team has to do some creative thinking to bring the bandits to justice. Unfortunately, no good plan survives contact with the enemy. And THAT is just the beginning of their problems. Content note: Harsh language only if you count "d@mn." Combat, resulting in injuries and death "on mike." Apparent suicide. Sounds of magical pain and …

1
A Paladin's Bargain - Episode Five: Stuck in the Middle with You 38:26

6M ago38:26

38:26

Miles from help, and with questionable allies at their backs, the team’s numbers keep dwindling, just as their list of enemies keeps growing. But help comes in strange places... just look out for the kale. Content note: Combat with monsters resulting in monster death and character injury. Giant spiders. Sounds of vomiting, twice. One F bomb, one “d…

1
A Paladin's Bargain - Episode Four: Don't Split the Party 36:59

6M ago36:59

36:59

What started as a simple job just got a lot more complicated. Arrested at the gates of Gauntlet Station, the team is offered a chance for freedom and reward.. But the sheriff needs them to do something first. Content note: Strong language (two “damn”s), comments demeaning to a person’s race, gender, and religion. Combat resulting in character injur…

1
A Paladin's Bargain - Episode Three: Speak of the Dead 36:54

6M ago36:54

36:54

With one of the party dead, the survivors attempt to bring the perpetrators to justice. In doing so, they learn that their destination holds a few more surprises than they originally thought. The good news (and the bad news) is that it will take brains to get through the night. Content note: Strong language (two F-bombs, sh!t), threatening and inti…

1
A Paladin's Bargain - Episode Two: Bork, Ook, Spelunk 30:50

6M ago30:50

30:50

The team meets another interesting traveler with stories to tell and magic to share. As they explore a hidden ruin and attempt to solve the riddles inside, they learn that unfortunately, curiosity can kill. Content note: Character peril and injury, “off screen” combat resulting in adversarial and character death.…

1
A Paladin's Bargain - Episode One: Our Esteemed Employer 31:07

6M ago31:07

31:07

It seemed like a simple job, but things aren’t always what they seem. “Retired” paladin Rowan son of Lawrence and his moderately reformed partner Garnett sign up to escort a merchant’s wagon on the dangerous road to Gauntlet Station. But their list of problems (and their list of traveling companions) keeps growing. Content note: Combat with monster…

1
A Paladin's Bargain - Episode Zero: Welcome to the Show 8:34

6M ago8:34

8:34

This episode zero is much like a gaming “session zero.” The person running the game (Daniel) introduces the show and talks about what’s to come. It doesn't matter if you are familiar with the game or not, please take a few minutes to listen, as it covers some basic information about the world we've created. Content note: No harsh language, no viole…

1
Financial Lessons in Home Alone

6M ago

—

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.…

1
Financial Lessons from Christmas Vacation

7M ago

—

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.저자 Jeffrey Allen Foley and Nikki Lynn Foley and Jeffery James Quick and Eloisa Robison and Matthew Aaron Bryant

1
Cybersecurity Tips with Michael Johnson

7M ago

—

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.저자 Jeffrey Allen Foley and Nikki Lynn Foley and Jeffery James Quick and Eloisa Robison and Matthew Aaron Bryant

1
5 Ways to Financially Maximize Having Kids

7M ago

—

In this episode we break down strategies for your finances when you have children. From tax credits to 529 plans and more!저자 Jeffrey Allen Foley and Nikki Lynn Foley and Jeffery James Quick and Eloisa Robison and Matthew Aaron Bryant

1
Don’t forget about your old 401(k)

7M ago

—

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!저자 Jeffrey Allen Foley and Nikki Lynn Foley and Jeffery James Quick and Eloisa Robison and Matthew Aaron Bryant

1
The Election, The Economy and Year-End Deadlines

7M ago

—

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.저자 Jeffrey Allen Foley and Nikki Lynn Foley and Jeffery James Quick and Eloisa Robison and Matthew Aaron Bryant

1
Are Financial Advisors Worth It?

8M ago

—

In this episode, we discuss the pros and cons of hiring a financial advisor, including the potential benefits of expert advice and their services.저자 Jeffrey Allen Foley and Nikki Lynn Foley and Jeffery James Quick and Eloisa Robison and Matthew Aaron Bryant

1
Ep. 36: The Power of Mentorship and Education 27:48

8M ago27:48

27:48

This month's guest is Yvette Lacasse, Newfoundland & Labrador's Branch Manager. Before she became Branch Manager, Yvette led the largest healthcare centre in Newfoundland. She is passionate about learning and growing, which is evident when she earned the Certified Healthcare Protection Administrator (CHPA) designation through the International Asso…

1
Is Your Financial Advisor a Robot?

8M ago

—

Do you have an algorithm for a financial advisor or investing? In this episode, we explore the use of "robo-advisors" and the rise of AI-powered financial advisors. We'll discuss the pros and cons of using them for financial advice, and whether it's the right choice for you.저자 Jeffrey Allen Foley and Nikki Lynn Foley and Jeffery James Quick and Eloisa Robison and Matthew Aaron Bryant

1
Solving Your Financial Challenges

8M ago

—

In this episode, we dive deep into common financial struggles and provide practical solutions. From managing debt to saving for the future, we offer expert advice and actionable steps to help you achieve your financial goals. Join us as we empower you to take control of your finances and build a brighter financial future.…

1
What is a fiduciary?

8M ago

—

In this episode, we explain what it means to be a fiduciary and why it’s important when choosing a financial advisor. We discuss how fiduciaries are legally required to act in your best interest, ensuring transparency and trust in financial planning. Plus, we highlight how Paladin, as a financial planning firm, can help you navigate your financial …

1
Reverse Mortgages: Unlocking Home Equity for Long-Term Care

9M ago

—

This episode features co-hosts Nikki Foley and Tony Shore, along with Guest Jay Dacey of Jay Dacey Mortgage Team. Together, they highlight both the concept of reverse mortgages and their potential use in covering long-term care needs. Plus, Jay provides an outlook on the housing market and what’s may lie ahead!…

1
Long-Term Care Options

9M ago

—

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.…

1
Funding Long-Term Care

9M ago

—

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.…

1
Navigating Retirement Healthcare Expenses

9M ago

—

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 lon…

1
The 4 Pillars of a Solid Retirement Plan

10M ago

—

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…

들어볼 가치가 있는 팟캐스트

Paladin 팟 캐스트

들어볼 가치가 있는 팟캐스트

빠른 참조 가이드