Paladin Financial Talk

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Sinopse

Jeffrey Foley - Financially Tuned

Episódios

  • 8 Must-Know Social Security Rules

    09/02/2019

    Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

  • Procrastination and Retirement

    02/02/2019

    It may be time for a procrastination intervention when it comes to your retirement strategy. What do you need to do first?

  • Spending Less in Retirement

    26/01/2019

    Many people forget to consider how much they’ll be spending in retirement. In this episode we’re going to talk about your retirement spending tips and, more importantly, spending less..

  • Retirement Conversations for Couples

    19/01/2019

    Communication is key to any relationship. However, it might be especially critical in a marriage. Today we’re going to talk about 5 Retirement Issues couples need to talk about,

  • Avoiding Common Retirement Mistakes

    15/12/2018

    In this episode we go over some of the common retirement mistakes people make and cover some ways you can potentially avoid them

  • Are You Financially Literate

    08/12/2018

    What you don't know about your finances could be costing you a lot of money and may cost you your retirement. Listen in as we discuss the problem and the solutions to help get you on track.

  • Qualified vs. Non-Qualified Money

    01/12/2018

    In this episode we’re going to dive into the topic of qualified money versus non-qualified money and the possible tax treatment on both types of accounts.

  • Rollover Precautions

    10/11/2018

    Today we are talking about IRA and 401k rollovers. We’ll walk you through a number of precautions that you should take to avoid pitfalls and excessive penalties, taxes and fees.

  • 5 Traits of Successful Teams

    03/11/2018

    In this episode we talk about what makes teams successful and how you can use those traits to make sure your retirement strategy is set up to succeed and meet your long-term goals.

  • Retirement Planning for Long-Term Care

    27/10/2018

    Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

  • How Do You Feel About Your Finances?

    20/10/2018

    Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

  • Retirement Rumors to Ignore

    13/10/2018

    Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

  • 5 Steps to Prep for a Better Retirement in your Sixties

    06/10/2018

    Today we are going to talk about some steps to improve your retirement when you are 60 or older. We will work through each of the five tips and talk about how they can help and apply to you and your retirement plans.

  • How to Reset Retirement Plans to Weather a Downturn

    29/09/2018

    The next market downturn may be right around the corner and you need to be prepared. Make sure your finances are ready the storm with helpful tips and strategies in today's show.

  • The Financial Caddie and You

    22/09/2018

    The best golfers rely on their caddies to have a great golf game plan. If you want to have a great financial game plan you need a great financial caddie. We talk about why and what they can offer with a lot of great tips to help you get your finances in order.

  • Top 10 Benefits of Obtaining Financial Advice

    08/09/2018

    Would you perform surgery on yourself? No! You would go to a doctor. The same is true for your finances. In this episode Jeff counts down the top 10 benefits of getting financial advice from a professional.

  • Housing For Your Retirement

    01/09/2018

    Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

  • Is Your Retirement Prepared for a Bear Market?

    25/08/2018

    Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

  • Running With The Bulls - Investing for a Bull Market

    18/08/2018

    Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

  • Living to Age 100 and Beyond!

    11/08/2018

    Living longer is becoming more and more common. That creates a need for a change in the way you plan for retirement. Listen in as we discuss strategies to deal with this.

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