Informações:
Sinopse
Jeffrey Foley - Financially Tuned
Episódios
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End of Year Tax Review
15/10/2022Now is the time to look at your finances and figure out your tax situation. We talk about important steps to help with you tax situation.
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Market Commentary with Jeremy Bryan
01/10/2022Jeremy Bryan, Senior Portfolio Manager for Gradient Investments, LLC, joins the show to give his views on the market, where we are now, and where we may be headed in the future.
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Estate Planning 101
24/09/2022Estate Planning is the #1 thing people put off, but doing so can also be the biggest and costliest financial mistake you can make. We talk about that and what you can do about it.
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Five types of insurance you should consider
10/09/2022During this show, we’ll examine the five types of insurance you’ll likely want to include in your financial strategy.
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What's at Risk?
03/09/2022How much financial risk do you have? In this episode we look at ways to manage financial risk.
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Student Loan Debt
20/08/2022In this episode Jeff welcomes special guest Ellie Robinson to talk about student loans, their background and how to deal with student load debt.
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What’s your favorite flavor of ice cream?
13/08/2022In this episode we talk about about how your favorite ice cream relates to your finances... along with some helpful financial tips!
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How do I know when it’s time to retire?
30/07/2022During this episode, we’re going to discuss and analyze some of the most common signs that you’re ready to retire.
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Tips for Successful Estate Planning
23/07/2022In this episode we talk about what you need to know about estate and legacy planning. It's not just for the wealthy.
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Beneficiaries - Who Gets What?
09/07/2022Jeff welcomes Jaime Malm to the show and they discuss Beneficiaries, Wills and Trusts. The important facts you need to know.
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What's Up with Inflation?
25/06/2022Inflation, the markets and rising interest rates have people concerned about their finances. In this episode we tackle the problems and possible solutions to help you with your finances and retirement income.
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Market Update - This is Bear Country
18/06/2022The market has fallen into bear territory. But what does that mean for you and your finances? In this episode Jeff talks about ways to deal with the market volatility and what to avoid.
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Retirement Checklist Part 2
04/06/2022What are the most important things you need to do and know before you retire? We continue our countdown of the top 8 things you need to know.
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Retirement Checklist
28/05/2022We go over the things you need to know and do to have a successful retirement.
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Different Strategies of Annuitization - Getting the Most Out of Your Annuity
23/04/2022What if you have an annuity that's not right for you? In this episode Jeff welcomes Trevor Neufeld to help discuss strategies to get the most out of your annuity.
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Annuities - The Good, The Bad, and The Truth
16/04/2022When people hear the word annuity they almost immediately have a strong reaction either good or bad. What is an annuity and Why are they often polarizing?
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The Baby Boomer Dilemma
09/04/2022In this episode Jeff welcomes special guest Jaime Malm to discuss the new documentary, The Baby Boomer Dilemma and the path to a comfortable retirement.
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6 Investment Tips That Can Reduce Worry in Retirement
02/04/2022In this show Jeff covers 6 investment tips that could help reduce your worry in retirement.
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Home and Auto Insurance: Rules of the Road
26/03/2022In this episode we welcome special guest Austin Wikstrom to talk about Home and Auto Insurance.
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Geopolitical Risk - Russia/Ukraine (with special guest Jeff Quick)
12/03/2022In this episode Jeff welcomes special guest, Financial Planner Jeff Quick, to discuss inflation and the geopolitical risk of a global economy.