Paladin Financial Talk Podcast Por Jeffrey Foley Nikki Foley Eloisa Robison Matthew Bryant and Jeffery Quick arte de portada

Paladin Financial Talk

Paladin Financial Talk

De: Jeffrey Foley Nikki Foley Eloisa Robison Matthew Bryant and Jeffery Quick
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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. This show is dedicated to the small things that make a significant difference. Economía
Episodios
  • Episode 317: Spring Retirement Stress Test - with Ellie Robison
    Mar 14 2026
    In this episode, we break down how to "fail" your financial plan on purpose to identify hidden vulnerabilities before they become reality. We explore the impact of high-inflation scenarios and market volatility on your nest egg, using simulations to provide a clearer picture of your long-term success. Join us as we share actionable adjustments you can make this season to ensure your portfolio remains resilient against the unpredictable "what-ifs" of retirement.
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  • Episode 316: Spring Cleaning for Your Finances - with Jeff Quick
    Mar 7 2026
    Is your financial life feeling as cluttered as your junk drawer? In this episode, we strip away the excess to help you audit your subscriptions, consolidate dormant accounts, and finally clear out that backlog of financial paperwork. Tune in for actionable steps to declutter your budget and start this season with a fresh, organized financial slate.
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  • Episode 315: Protecting the People You Love-A Family Protection Playbook - with Jeff Foley
    Feb 28 2026
    In this episode, we dive into the essential components of a robust estate plan to ensure your assets transition smoothly to the next generation without legal headaches. We share actionable steps for opening honest financial dialogues with your loved ones to build a lasting legacy of security and clarity.
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Jeff and Tony present some complicated financial information in a way that's easy to follow and easy to retain.

I always learn something!

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