Paladin Financial Talk

In this episode Jeff talks about the pros and cons of target date funds and why it's important for you to understand what they are and how they work and how they can affect your retirement plans.

Every once in a while, we hear about a new Social Security scam that targets retirees and pre-retirees. The latest version is another reason to be cautious about who you talk to and what you say.

Don’t let the perfect be the enemy of the good. When you know you need to do something, do it. If one of your goals is to make sure you have a good plan in place for retirement, here’s how that would work...

Now more than ever it is important to make sure you are making all the right decisions with your finances. In this episode Jeff goes over 5 things you can do immediately to understand the situation and know your options

In this episode Jeff analyzes The CARES Act, by looking at the benefits it provides and how it affects you. From rebate checks, and small business relief to changes in the rules for your retirement accounts.

With millions of Americans currently working from home as the world deals with the coronavirus pandemic, it’s a good time to take control of our finances to better prepare for a strong financial future.

With just a few changes you can turn your bad financial habits into good habits that leave you planning for the future with confidence and excitement.

What does it take to survive and thrive in an up and down market? Jeff talks about the extreme market volatility that we have seen recently and how to move forward in a time of crises. Listen as he talks about how to keep calm, get a plan and then stick to it.

There is a lot of volatility in the market and concerns of how the Coronavirus will continue to affect investments and the economy. Jeff welcomes special Guest Matt Bryant from Gradient Investments to talk about the markets and what is going on currently. They discuss ways to help plan and stay on course with your investments.

The retirement you’ve been dreaming about is possible, if you’re prepared. This episode of Financially Tuned concisely addresses the Eight Obstacles of Retirement: income, life expectancy, taxes, market downturns, rising inflation, Medicare, long-term care and losing your spouse.

Kiplinger and Personal Capital recently teamed up on a poll to see how Americans react to market volatility. How do you stack up?

There’s no better time than the new year to adopt some new, positive habits. Can 2020 be the year that you start to achieve your financial goals?

In this episode Jeff talks about empowering women to dream big and then do what it takes to turn those dreams into reality. Women face many financial challenges in retirement that women don't. We talk about tips and strategies to overcome this.

Could your personality type make you more likely to have trouble in retirement? A new study says it could. We also discuss a few mistakes to avoid regardless of your personality.

Once in retirement you need to minimize the risk you take with your money. In this episode we talk about ways to minimize your risk and help you manage and grow your money.

It can be a dangerous choice to make assumptions when it comes to money, retirement and investing. This episode looks at some false retirement assumptions as well as some things you may assume you know about what happens when the Federal Reserve cuts interest rates.

The 2020 Social Security cost-of-living adjustment has been announced. What does it mean for you? Will this adjustment keep pace with inflation? Are there costs that are rising faster? This episode looks at some potential answers. Will Social Security even be available to you in retirement?

Congress is proposing some big changes to Independent Retirement Accounts. What are some of these changes? How might they impact you? What is a Stretch IRA and how does it function? This episodes looks at all of these questions and more.

We often talk about the importance of having a plan, but a plan has to have a purpose. What are your goals? What do you want money to do for you? What do you want retirement to look like? In this episode we talk about what do you need to have happen so that you can achieve those goals.

Everyone makes mistakes. Some of those mistakes happen in the area of personal finance. This episode looks at some common financial fails. Are you guilty of any of these?