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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  • Episode 344: The HSA Advantage: Where Health and Wealth Meet - With Jack Ekholm

    Episode 344: The HSA Advantage: Where Health and Wealth Meet - With Jack Ekholm
    Sep 19 2026
    Health Savings Accounts (HSA) can be one of the most powerful—and often overlooked—retirement planning tools. In this episode of Paladin Financial Talk, Host and Investment Advisor Representative Nikki Foley is joined by Featured Advisor Jack Ekholm CFP® to explore HSAs from a financial-planning perspective. HSAs are often introduced as a way to pay for current healthcare expenses—but their potential goes much further. Nikki and Jack break down who can contribute, the triple tax advantage, qualified medical expenses, Medicare considerations, investment opportunities, and common mistakes that can limit the long-term value of an HSA.
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  • Episode 343: Preventive Healthcare: Steps That May Save You Money - With Kinsey Diment

    Episode 343: Preventive Healthcare: Steps That May Save You Money - With Kinsey Diment
    Sep 12 2026
    In this episode of Paladin Financial Talk, Host and Investment Advisor Representative Nikki Foley welcomes Kinsey Diment, Owner and Head Coach of Fit After 40, to explore how healthy choices don't just benefit your body—they can also benefit your finances. From daily movement and strength training to nutrition and other preventive health habits, we discuss practical steps you can take today that may help reduce future healthcare costs, protect your independence, and improve your quality of life as you age.
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  • Episode 342: Health Insurance: Know the Terms, Navigate the System - With Brian Eck

    Episode 342: Health Insurance: Know the Terms, Navigate the System - With Brian Eck
    Sep 5 2026
    In this episode of Paladin Financial Talk, Host and Investment Advisor Representative Nikki Foley invites healthcare and Medicare industry professional Brian Eck to help make sense of a system that can often feel unnecessarily complicated. Brian breaks down the language of health insurance—from premiums, deductibles, copays, and coinsurance to provider networks and out-of-pocket maximums—and explains how these pieces work together. He also includes important health insurance and Medicare deadlines and other trending health insurance headlines.
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  • Episode 341: How Your Health Can Impact Your Wealth - With Nikki Foley

    Episode 341: How Your Health Can Impact Your Wealth - With Nikki Foley
    Aug 29 2026
    What if one of the biggest risks to your financial future isn’t the market, taxes, or your investments—but your health? In this episode of Paladin Financial Talk, Host Nikki Foley switches chairs with Investment Advisor Representative Ellie Robison to explain why healthcare planning is a key component of financial planning. Whether you’re approaching retirement, navigating Medicare, or simply planning for the future, this episode is an important reminder that building wealth is only part of the equation—you also need the health to enjoy it.
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  • Episode 340: 150 Days to Protect Your Legacy - With Jeff Foley

    Episode 340: 150 Days to Protect Your Legacy - With Jeff Foley
    Aug 22 2026
    You have just 150 days to finish the year stronger than you started it. In the final episode of this series, you’ll be challenged to tackle one of the most important—and most commonly postponed—financial goals: protecting the people you love. Paladin Financial Talk Host Nikki Foley is joined by Paladin Financial Owner and Featured Advisor Jeff Foley, CFP, CTS, to discuss the essential legacy, estate, insurance, and beneficiary decisions that some families put off until it's too late. Listen to find out the one meaningful action Jeff recommends completing before December 31. In this four-part series, the advisors at Paladin Financial share practical strategies to help you finish the year stronger than you started. Each episode focuses on one area where small, intentional actions today can create meaningful financial results tomorrow.
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