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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  • Episode 300: Hope, Help, and the Hard Parts: Planning Life's Transitions with Spero - with Nikki Foley

    Episode 300: Hope, Help, and the Hard Parts: Planning Life's Transitions with Spero - with Nikki Foley
    Nov 15 2025
    Retirement planning isn't just about the dollars. Its the drawer of mystery papers, the house full of memories, the logistics no one puts on a balance sheet. In this episode, we dive into that part of the story – the "life logistics." Amy Kahl from Spero Transitions joins in sharing practical ways to turn the messy middle of life into calm, clarity, and progress.
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  • Episode 299: Medicaid Planning and Elder Law with Guest Steve Helseth - with Jeff Foley

    Episode 299: Medicaid Planning and Elder Law with Guest Steve Helseth - with Jeff Foley
    Nov 8 2025
    We welcome Elder Law Attorney Steve Helseth to guide us through the critical, often confusing landscape of Medicaid planning and asset protection for long-term care. If you or a loved one is planning for future care, tune in to learn how smart elder law strategies can provide financial peace of mind.
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  • Episode 298: Understanding and Maximizing Your Federal Employee Retirement Benefits - with Matt Bryant

    Episode 298: Understanding and Maximizing Your Federal Employee Retirement Benefits - with Matt Bryant
    Nov 1 2025
    Discover practical strategies to get the most out of your federal retirement benefits and plan confidently for the future.
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  • Episode 297: Employer Stock Options: Understanding Your Employee Equity - with Ellie Robison

    Episode 297: Employer Stock Options: Understanding Your Employee Equity - with Ellie Robison
    Oct 25 2025
    Understanding your employee equity is one of the most powerful moves you can make for your financial future. This episode breaks down the critical differences between Restricted Stock Units (RSUs), Employee Stock Purchase Plans (ESPPs), and Employee Stock Ownership Plans (ESOPs). We cover the unique tax implications of each award and offer clear strategies to help you diversify, minimize your tax bill, and turn that company grant into lasting wealth.
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  • Episode 296: Maximizing Employee Benefits and Filling the Gaps - with Nikki Foley & Jeff Quick

    Episode 296: Maximizing Employee Benefits and Filling the Gaps - with Nikki Foley & Jeff Quick
    Oct 18 2025
    Open enrollment is one of the most financially impactful decisions you make all year, affecting everything from your tax bill to your long-term wealth. This episode breaks down how to strategically evaluate your health insurance options (HMO vs. HDHP) and maximize tax-advantaged accounts like HSAs and FSAs. We’ll also cover crucial updates to your 401(k) contributions and insurance coverages, ensuring your benefits choices align perfectly with your family’s financial goals for the year ahead.
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