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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A proposito di questo titolo
 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 351: The Business Owner's Benefits Playbook

    Episode 351: The Business Owner's Benefits Playbook
    Nov 7 2026
    Running a successful business doesn't always mean you're building personal wealth. Together, Nikki and Jeff discuss the importance of balancing reinvestment in a business with building personal wealth.
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  • Episode 350: Social Security Claiming Strategies: Making the Most of Your Benefits - With Ellie Robison

    Episode 350: Social Security Claiming Strategies: Making the Most of Your Benefits - With Ellie Robison
    Oct 31 2026
    As we wrap up our six-part Social Security series, we explore how strategic claiming decisions can impact your retirement income, taxes, and long-term financial security. Through real-world examples, we discuss the benefits of delaying Social Security, coordinating benefits between spouses, and identifying tax-planning opportunities such as Roth conversions. We also explain why there’s no one-size-fits-all approach and how a personalized strategy can help you make the most of your benefits.
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  • Episode 349: Social Security Taxation - With Jack Ekholm

    Episode 349: Social Security Taxation - With Jack Ekholm
    Oct 24 2026
    In this episode of Paladin Financial Talk, Host and Investment Advisor Representative Nikki Foley is joined by Featured Guest Jack Ekholm, CFP®, to break down how Social Security benefits are taxed and what that means for retirement planning. Together, they explore how other sources of income can impact Social Security taxation, why earning an additional dollar can sometimes trigger unexpected tax consequences, and strategies that may help manage those taxes.
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