Paladin Financial Talk copertina

Paladin Financial Talk

Paladin Financial Talk

Di: 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. Economia
Episodi
  • Episode 347: Social Security Survivor & Dependent Benefits - With Jeff Quick

    Episode 347: Social Security Survivor & Dependent Benefits - With Jeff Quick
    Oct 10 2026
    In this episode of Paladin Financial Talk, Host and Investment Advisor Representative Nikki Foley is joined by fellow Investment Advisor Representative Jeff Quick to explore Social Security survivor and dependent benefits. Many families don't realize that Social Security can provide financial support to spouses and children following the death of a loved one—or that children may qualify for benefits when a parent retires. Together, they discuss who may qualify, how these benefits work, and why understanding them is an important part of protecting your family's financial future alongside life insurance and other risk management strategies.
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  • Episode 346: Social Security Worker’s Retirement Benefits - With Jeff Foley

    Episode 346: Social Security Worker’s Retirement Benefits - With Jeff Foley
    Oct 3 2026
    In this episode of Paladin Financial Talk, Host and Investment Advisor Representative Nikki Foley is joined by Paladin Financial Owner Jeff Foley, CFP®, CTS, to break down Social Security worker retirement benefits—including how your benefit is calculated, when to claim, and what happens if you continue working. They also explore the Earnings Test, options for changing course after claiming, and how Social Security fits into your overall financial plan.
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  • Episode 345: Social Security 101: Benefits, Numbers and the Future - With Jack Ekholm

    Episode 345: Social Security 101: Benefits, Numbers and the Future - With Jack Ekholm
    Sep 26 2026
    In this episode of Paladin Financial Talk, Investment Advisor Representative Ellie Robison hosts Jack Ekholm, CFP® to kick off a six-part series on Social Security. They break down the basics—from eligibility and the different types of benefits available to how benefits are calculated, funded, and what the future of Social Security could look like—giving you a foundation to make more informed decisions as part of your overall retirement plan.
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