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 303: Financial Lessons from "It's a Wonderful Life" - with Matt Bryant

    Episode 303: Financial Lessons from "It's a Wonderful Life" - with Matt Bryant
    Dec 6 2025
    This holiday episode features financial advisor Matt and co-host Tony drawing timeless financial lessons from the classic film, It's a Wonderful Life. With a blend of humor and practical advice, they dissect George Bailey's struggles and triumphs, examining everything from the power of community banking to the true value of life insurance. Tune in to discover how the principles that saved the Bailey Building & Loan can help you build your own wonderful financial life.
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  • Episode 302: Financial Lessons Hidden in The Holiday - with Ellie Robison

    Episode 302: Financial Lessons Hidden in The Holiday - with Ellie Robison
    Nov 29 2025
    In this festive episode of Paladin Financial Talk, host and financial advisor Ellie Robison teams up with guest-host and radio personality Tony to explore the surprising financial lessons tucked inside the Christmas classic The Holiday. From the importance of stepping back, to avoiding comparisons, to recognizing the cost of emotional decisions, Ellie and Tony highlight practical takeaways you can carry into the new year. They also discuss the value of mentorship and why it’s never too late to rewrite your financial story. A warm, insightful conversation blending holiday charm with meaningful financial guidance.
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  • Episode 301: End of Year Tax Planning - with Jeff and Nikki Foley

    Episode 301: End of Year Tax Planning - with Jeff and Nikki Foley
    Nov 22 2025
    The final weeks of the year are the most crucial window for implementing tax-saving strategies that can significantly impact your 2025 return and beyond. This episode delivers an actionable checklist of must-do items, from maximizing retirement contributions to executing effective tax-loss harvesting in your investment portfolio. We'll walk you through the key deadlines and decisions—including Roth conversions and charitable giving—to ensure you don't miss an opportunity to keep more of your hard-earned money.
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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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