Paladin Financial Talk
By Jeffrey Foley, Nikki Foley, Eloisa Robison, Matthew Bryant and Jeffery Quick
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Subscribers: 4
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Episodes: 348
Description
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.
| Episode | Date |
|---|---|
|
Episode 349: Social Security Taxation - With Jack Ekholm
|
Oct 24, 2026 |
|
Episode 348: Social Security Disability: What Happens If You Can’t Work? - With Matt Bryant
|
Oct 17, 2026 |
|
Episode 347: Social Security Survivor & Dependent Benefits - With Jeff Quick
|
Oct 10, 2026 |
|
Episode 346: Social Security Worker’s Retirement Benefits - With Jeff Foley
|
Oct 03, 2026 |
|
Episode 345: Social Security 101: Benefits, Numbers and the Future - With Jack Ekholm
|
Sep 26, 2026 |
|
Episode 344: The HSA Advantage: Where Health and Wealth Meet - With Jack Ekholm
|
Sep 19, 2026 |
|
Episode 343: Preventive Healthcare: Steps That May Save You Money - With Kinsey Diment
|
Sep 12, 2026 |
|
Episode 342: Health Insurance: Know the Terms, Navigate the System - With Brian Eck
|
Sep 05, 2026 |
|
Episode 341: How Your Health Can Impact Your Wealth - With Nikki Foley
|
Aug 29, 2026 |
|
Episode 340: 150 Days to Protect Your Legacy - With Jeff Foley
|
Aug 22, 2026 |
|
Episode 339: 150 Days to Make Smart Tax Moves - With Matt Bryant
|
Aug 15, 2026 |
|
Episode 338: Uncover Hidden Money in 150 Days - With Ellie Robison
|
Aug 08, 2026 |
|
Episode 337: One Goal. 150 Days - With Jeff Quick
|
Aug 01, 2026 |
|
Episode 336: The Bucket Strategy: How We Create Retirement Income - With Matt Bryant
|
Jul 25, 2026 |
|
Episode 335: The Bucket Strategy: How We Invest for Retirement Income - with Ellie Robison
|
Jul 18, 2026 |
|
Episode 334: Withdrawal Strategies: Turning Savings Into Income - with Jack Ekholm
|
Jul 11, 2026 |
|
Episode 333: Building Wealth on Purpose: Investment Strategies That Stand the Test of Time - with Jeff Foley
|
Jul 04, 2026 |
|
Episode 332: The Financial Aid Playbook - with Guest William Nusser
|
Jun 27, 2026 |
|
Episode 331: Making a Meaningful Investment in your Child’s (or Grandchild’s) Future - with Guest Nicole Giefer
|
Jun 20, 2026 |
|
Episode 330: Leadership, Life Skills & the Cost of Preparing Kids for the Future - with Guest Megan Stone
|
Jun 13, 2026 |
|
Episode 329: A Graduate’s Perspective on College, Money & Responsibility - with Guest Isabelle Adams
|
Jun 06, 2026 |
|
Episode 328: Housing, Affordability & the Future of Minnesota Communities - with Guest Mark Foster
|
May 30, 2026 |
|
Episode 327: The Psychology of Home Decisions: Turning Emotion into Strategy in Retirement - with Guest Ben Bina
|
May 23, 2026 |
|
Episode 326: The Housing Market Right Now: What's Driving Rates and What Comes Next - with Guest Jay Dacey
|
May 16, 2026 |
|
Episode 325: Twin Cities Housing: What You Can Control--and What Actually Matters - with Guest Justin Brama
|
May 09, 2026 |
|
Episode 324: What Today's Housing Market Means for Your Finances - with Jeff Foley
|
May 02, 2026 |
|
Episode 323: What People Really Mean When They Ask About Money (Part 4) - with Jeff Quick
|
Apr 25, 2026 |
|
Episode 322: What People Really Mean When They Ask About Money (Part 3) - Matt Bryant
|
Apr 18, 2026 |
|
Episode 321: What People Really Mean When They Ask About Money (Part 2)
|
Apr 11, 2026 |
|
Episode 320: What People Really Mean When They Ask About Money (Part 1) - with Jeff Foley
|
Apr 04, 2026 |
|
Episode 319: Spring Cleaning Your Finances: Debt Strategy & Cutting Spending Leaks - with Matt Bryant
|
Mar 28, 2026 |
|
Episode 318: The One Financial Detail People Forget: Updating Your Beneficiaries with Nikki Foley
|
Mar 21, 2026 |
|
Episode 317: Spring Retirement Stress Test - with Ellie Robison
|
Mar 14, 2026 |
|
Episode 316: Spring Cleaning for Your Finances - with Jeff Quick
|
Mar 07, 2026 |
|
Episode 315: Protecting the People You Love-A Family Protection Playbook - with Jeff Foley
|
Feb 28, 2026 |
|
Episode 314: Financial Red Flags in Relationships - with Matt Bryant
|
Feb 21, 2026 |
|
Episode 313: Should You Combine Finances If You’re Not Married? - with Ellie Robison
|
Feb 14, 2026 |
|
Episode 312: Managing Money as a Couple: From “Mine vs. Yours” to “Ours”- with Jeff Quick
|
Feb 07, 2026 |
|
Episode 311: Top 10 Questions People Google About Filing Taxes - with Nikki Foley
|
Jan 31, 2026 |
|
Episode 310: Taxes: Do it Yourself or Pay a Pro? - With Jeff Quick
|
Jan 24, 2026 |
|
Episode 309: Tax Advice That's Actually Wrong - with Matt Bryant and Jack Ekholm
|
Jan 17, 2026 |
|
Episode 308: Tax Decisions You Didn’t Know You Made - with Ellie Robison and Jack Ekholm
|
Jan 10, 2026 |
|
Episode 307: What Do I Need to Prepare My Taxes - with Jeff Foley and Jack Ekholm
|
Jan 03, 2026 |
|
Episode 306: Financial Lessons from "A Christmas Story" - with Jeff Quick
|
Dec 27, 2025 |
|
Episode 305: Financial Lessons from "A Christmas Carol" - with Matt Bryant
|
Dec 20, 2025 |
|
Episode 304: Financial Lessons from "Die Hard" - with Jeff Foley
|
Dec 13, 2025 |
|
Episode 303: Financial Lessons from "It's a Wonderful Life" - with Matt Bryant
|
Dec 06, 2025 |
|
Episode 302: Financial Lessons Hidden in The Holiday - with Ellie Robison
|
Nov 29, 2025 |
|
Episode 301: End of Year Tax Planning - with Jeff and Nikki Foley
|
Nov 22, 2025 |
|
Episode 300: Hope, Help, and the Hard Parts: Planning Life's Transitions with Spero - with Nikki Foley
|
Nov 15, 2025 |
|
Episode 299: Medicaid Planning and Elder Law with Guest Steve Helseth - with Jeff Foley
|
Nov 08, 2025 |
|
Episode 298: Understanding and Maximizing Your Federal Employee Retirement Benefits - with Matt Bryant
|
Nov 01, 2025 |
|
Episode 297: Employer Stock Options: Understanding Your Employee Equity - with Ellie Robison
|
Oct 25, 2025 |
|
Episode 296: Maximizing Employee Benefits and Filling the Gaps - with Nikki Foley & Jeff Quick
|
Oct 18, 2025 |
|
Episode 295: Making Sense of Medicare’s Annual Enrollment Period - with Nikki Foley
|
Oct 11, 2025 |
|
Episode 294: Medical Assistance and Long-Term Care in Minnesota - with Nikki Foley
|
Sep 27, 2025 |
|
Episode 293: Senior Living Unpacked - A Discussion with Guest Amy Waterman
|
Sep 20, 2025 |
|
Episode 292: The Personalized Side of Care with Guest Nicole Myhre - with Nikki Foley
|
Sep 13, 2025 |
|
Episode 291: Peace of Mind in Aging: Starting the Conversation - with Nikki Foley
|
Sep 06, 2025 |
|
Episode 290: Expert Tax Tips with William Nusser, EA - with Ellie Robison
|
Aug 30, 2025 |
|
Episode 289: One Big Beautiful Bill Part 3 - with Jeff Foley and Nikki Foley
|
Aug 23, 2025 |
|
Episode 288: One Big Beautiful Bill Part 2 - with Jeff Foley and Matt Bryant
|
Aug 16, 2025 |
|
Episode 287: One Big Beautiful Bill Part 1 – with Jeff Foley & Jeff Quick
|
Aug 09, 2025 |
|
One Big Beautiful Bill Act Overview
|
Aug 02, 2025 |
|
Real Estate, Investment Property, Second Homes and More
|
Jul 19, 2025 |
|
Navigating Today's Housing Market
|
Jul 12, 2025 |
|
Rent or Buy?
|
Jul 05, 2025 |
|
Keeping Home Costs Cool as the Heat Rises
|
Jun 28, 2025 |
|
5 Smart Financial Moves to Make This Summer
|
Jun 21, 2025 |
|
Summer Spending - The Fun Stuff!
|
Jun 14, 2025 |
|
Will Buying a Boat Sink Your Finances
|
Jun 07, 2025 |
|
10 Ways to Spring Clean Your Finances
|
May 31, 2025 |
|
Your Portfolio's Tune Up
|
May 24, 2025 |
|
Budget, Debt and Old Accounts
|
May 17, 2025 |
|
The Gentle Declutter and End of Life Preparations
|
May 10, 2025 |
|
Financial Spring Cleaning
|
May 03, 2025 |
|
Finance Book Club: The Intelligent Investor
|
Apr 26, 2025 |
|
8 Tips for Educating Yourself Financially
|
Apr 19, 2025 |
|
Lessons from the Millionaire Next Door
|
Apr 12, 2025 |
|
Thriving with Your Money Tree
|
Apr 05, 2025 |
|
Financial Implications of Divorce
|
Mar 29, 2025 |
|
Financial Empowerment for Women
|
Mar 22, 2025 |
|
Women in Finance with Lisa Schreiber
|
Mar 15, 2025 |
|
Celebrating Women's History Month
|
Mar 08, 2025 |
|
Market Update
|
Mar 01, 2025 |
|
Do You Need Disability Insurance?
|
Feb 22, 2025 |
|
Insurance Secrets: How to Protect Your Home, Car, and Wallet
|
Feb 15, 2025 |
|
Unlocking Workplace Perks: Maximizing Your Benefits
|
Feb 08, 2025 |
|
Where are Mortgages Headed? with Jay Dacey
|
Feb 01, 2025 |
|
Market Update with Tyler Ellegard
|
Jan 25, 2025 |
|
Your 2025 Financial Resolutions
|
Jan 18, 2025 |
|
Thrive in '25!
|
Jan 11, 2025 |
|
Name Image and Likeness - the bottom line for college athletes
|
Jan 04, 2025 |
|
Financial Lessons from Elf
|
Dec 28, 2024 |
|
Financial Lessons from the Grinch
|
Dec 21, 2024 |
|
Financial Lessons in Home Alone
|
Dec 14, 2024 |
|
Financial Lessons from Christmas Vacation
|
Dec 07, 2024 |
|
Cybersecurity Tips with Michael Johnson
|
Nov 30, 2024 |
|
5 Ways to Financially Maximize Having Kids
|
Nov 23, 2024 |
|
Don’t forget about your old 401(k)
|
Nov 16, 2024 |
|
The Election, The Economy and Year-End Deadlines
|
Nov 09, 2024 |
|
Are Financial Advisors Worth It?
|
Nov 02, 2024 |
|
Is Your Financial Advisor a Robot?
|
Oct 26, 2024 |
|
Solving Your Financial Challenges
|
Oct 19, 2024 |
|
What is a fiduciary?
|
Oct 12, 2024 |
|
Reverse Mortgages: Unlocking Home Equity for Long-Term Care
|
Oct 05, 2024 |
|
Long-Term Care Options
|
Sep 28, 2024 |
|
Funding Long-Term Care
|
Sep 21, 2024 |
|
Navigating Retirement Healthcare Expenses
|
Sep 14, 2024 |
|
The 4 Pillars of a Solid Retirement Plan
|
Sep 07, 2024 |
|
Mental Health in Retirement
|
Aug 31, 2024 |
|
Menopause Madness
|
Aug 24, 2024 |
|
Navigating Finances with Chronic Conditions
|
Aug 17, 2024 |
|
Health Care Planning Tips
|
Aug 10, 2024 |
|
Complete Guide to Health and Wellness
|
Aug 03, 2024 |
|
Frugal Living: Making it a Lifestyle
|
Jul 27, 2024 |
|
The Art of Frugal Living: Achieving Health on a Budget
|
Jul 20, 2024 |
|
Creative Ways to Save Money
|
Jul 13, 2024 |
|
Can Frugal be Fun?
|
Jul 06, 2024 |
|
Living the Dream? Buying Timeshares and RVs in Retirement
|
Jun 29, 2024 |
|
Wedding Planning with Jess Schoen
|
Jun 22, 2024 |
|
Home Sweet Home
|
Jun 15, 2024 |
|
Life Lessons
|
Jun 08, 2024 |
|
Buy-Sell Agreement and Premium Finance
|
Jun 01, 2024 |
|
Estate Planning and Charitable Giving
|
May 25, 2024 |
|
Navigating Your Long-Term Healthcare Journey
|
May 18, 2024 |
|
A Solution to Retiring Early
|
May 11, 2024 |
|
Life Insurance - An Overview
|
May 04, 2024 |
|
Playing the Income Game in Retirement
|
Apr 27, 2024 |
|
Retirement Income Planning and the Distribution Phase
|
Apr 20, 2024 |
|
Your Accumulation Phase
|
Apr 13, 2024 |
|
Wealth Management: An Introduction
|
Apr 06, 2024 |
|
Controlling What You Can Control with Workplace Benefits and Retirement Savings
|
Mar 30, 2024 |
|
Thriving with Your Money Tree: Women in Finance with special guest Mariann Montagne, CFA
|
Mar 23, 2024 |
|
Financial Literacy & Resources for Women
|
Mar 16, 2024 |
|
Empowering Women in Finance: Celebrating Women's History Month
|
Mar 09, 2024 |
|
Adventures in Entrepreneurship and Real Estate
|
Mar 02, 2024 |
|
Cracking the Code: The Chicken or the Egg of Real Estate Investing
|
Feb 24, 2024 |
|
Setting Up a Small Business
|
Feb 17, 2024 |
|
Navigating Real Estate, Business Ownership, and Taxes
|
Feb 10, 2024 |
|
Fifty and Fit: Financial Moves to make in your 50's
|
Feb 03, 2024 |
|
Financial Literacy in your 30's and 40's
|
Jan 27, 2024 |
|
Side Hustles!
|
Jan 20, 2024 |
|
A Comprehensive Financial Plan
|
Jan 13, 2024 |
|
Taxation on Transferring Wealth
|
Jan 06, 2024 |
|
Estate Planning with Special Guest Attorney Matt Tramm
|
Dec 23, 2023 |
|
The Moral of the Story...
|
Dec 09, 2023 |
|
Combating the High Cost of Healthcare
|
Dec 02, 2023 |
|
Medical Insurance Part 2 - Medicare
|
Nov 18, 2023 |
|
Medical Insurance - What You Need to Know
|
Nov 11, 2023 |
|
Understanding Medicare with special guest Judah Day
|
Nov 04, 2023 |
|
Real Estate and Taxes
|
Oct 28, 2023 |
|
Navigating Business Tax Deductions: Strategies for Financial Success
|
Oct 21, 2023 |
|
Tax Deductions for the Standard American
|
Oct 14, 2023 |
|
Planning for the Future - Income Taxes
|
Oct 07, 2023 |
|
How to Start Investing
|
Sep 30, 2023 |
|
When in doubt FAFSA!!!
|
Sep 23, 2023 |
|
Student Loans and Sports
|
Sep 16, 2023 |
|
5 Tax Breaks to Help Parents Save Money
|
Sep 09, 2023 |
|
FIRE! (Financial Independence, Retire Early)
|
Sep 02, 2023 |
|
Retirement Parties
|
Aug 26, 2023 |
|
Everyday is a Saturday: Financial Challenges in Retirement
|
Aug 19, 2023 |
|
Your Retirement Manifesto
|
Aug 12, 2023 |
|
Happy Transistion Into Retirement
|
Aug 05, 2023 |
|
The Psychology of Relationships and Retirement
|
Jul 29, 2023 |
|
Love Languages - How to strengthen relationships in your life
|
Jul 22, 2023 |
|
My Messy House
|
Jul 15, 2023 |
|
Lifestyle Planning - Relationships
|
Jul 08, 2023 |
|
Aging Well In Retirement - Exercise with Megan Higginbotham
|
Jul 01, 2023 |
|
The Lives of Successful Women
|
Jun 24, 2023 |
|
Nutrition for a Healthy Lifestyle
|
Jun 17, 2023 |
|
Aging Well in Retirement
|
Jun 10, 2023 |
|
Living and Leaving a Larger Legcy in Retirement with Jay Dacey
|
Jun 03, 2023 |
|
Working in Retirement
|
May 27, 2023 |
|
Living La Vida Local - Things To Do This Summer in MN
|
May 20, 2023 |
|
Thriving in Retirement
|
May 13, 2023 |
|
Lifestyle Influences: Generational, Media, Education and More.
|
May 06, 2023 |
|
Maintain Family Harmony with Enhanced Planning
|
Apr 22, 2023 |
|
Annuities Part 2 with Jeff Quick
|
Apr 15, 2023 |
|
Annuities: The Good the Bad and The Ugly
|
Apr 08, 2023 |
|
Market Update with Tyler Ellegard
|
Apr 01, 2023 |
|
Understanding Investments
|
Mar 25, 2023 |
|
Taxes and the Power of When Pt. 1
|
Feb 25, 2023 |
|
What the heck is a MYGA?
|
Feb 11, 2023 |
|
3 Dangers around Maximizing Your Social Security Benefits
|
Feb 04, 2023 |
|
The Paladin Plan
|
Jan 28, 2023 |
|
Get Your Finances Ready for the Future
|
Jan 21, 2023 |
|
Biggest Tax Legislation in 3 years - The Secure Act. 2.0
|
Jan 07, 2023 |
|
Year-End Tax Planning and a Peek at 2023
|
Dec 17, 2022 |
|
Special Guest Jay Guerin, President of Gradient Life Brokerage
|
Nov 26, 2022 |
|
The Votes Are In Market Update
|
Nov 19, 2022 |
|
Understanding Investments
|
Nov 05, 2022 |
|
Year End To Do List
|
Oct 29, 2022 |
|
Who, What & Why of IRA's
|
Oct 22, 2022 |
|
End of Year Tax Review
|
Oct 15, 2022 |
|
Market Commentary with Jeremy Bryan
|
Oct 01, 2022 |
|
Estate Planning 101
|
Sep 24, 2022 |
|
Five types of insurance you should consider
|
Sep 10, 2022 |
|
What's at Risk?
|
Sep 03, 2022 |
|
Student Loan Debt
|
Aug 20, 2022 |
|
What’s your favorite flavor of ice cream?
|
Aug 13, 2022 |
|
How Do I Know When It’s Time to Retire?
|
Jul 30, 2022 |
|
Tips for Successful Estate Planning
|
Jul 23, 2022 |
|
Beneficiaries - Who Gets What?
|
Jul 09, 2022 |
|
What's Up with Inflation?
|
Jun 25, 2022 |
|
Market Update - This is Bear Country
|
Jun 18, 2022 |
|
Retirement Checklist Part 2
|
Jun 04, 2022 |
|
Retirement Checklist
|
May 28, 2022 |
|
Different Strategies of Annuitization - Getting the Most Out of Your Annuity
|
Apr 23, 2022 |
|
Annuities - The Good, The Bad, and The Truth
|
Apr 16, 2022 |
|
The Baby Boomer Dilemma
|
Apr 09, 2022 |
|
6 Investment Tips That Can Reduce Worry in Retirement
|
Apr 02, 2022 |
|
Home and Auto Insurance: Rules of the Road
|
Mar 26, 2022 |
|
Geopolitical Risk - Russia/Ukraine (with special guest Jeff Quick)
|
Mar 12, 2022 |
|
Social Security: Myth Versus Reality
|
Mar 05, 2022 |
|
Retirement Tips for Women
|
Feb 26, 2022 |
|
Planning Your Income Needs
|
Feb 19, 2022 |
|
Who's Driving Your Retirement Plan
|
Feb 12, 2022 |
|
Are you ready for RMDs?
|
Feb 05, 2022 |
|
Don't Go Mad When The Market Does
|
Jan 29, 2022 |
|
Social Security COLA is on the rise
|
Dec 04, 2021 |
|
Taxes and the Power of When
|
Nov 20, 2021 |
|
Frightful Mistakes That Could Haunt Your Retirement
|
Oct 30, 2021 |
|
Protect yourself, and your money, from scams
|
Oct 16, 2021 |
|
10 Retirement Readiness Questions
|
Oct 02, 2021 |
|
Working in Retirement
|
Sep 25, 2021 |
|
Taking More Stock
|
Sep 04, 2021 |
|
Taking Stock
|
Aug 28, 2021 |
|
Finding Money in Retirement
|
Aug 07, 2021 |
|
Retirement and Financial Steps at Ages 50 and 65
|
Jul 31, 2021 |
|
Running your personal finances like a business
|
Jul 10, 2021 |
|
Helping your parents with their finances
|
Jun 26, 2021 |
|
Inflation Nation
|
Jun 19, 2021 |
|
Your Financial Time Machine Is Already Here
|
Jun 05, 2021 |
|
Are You Ready for Inflation?
|
May 22, 2021 |
|
The 4 Styles of Retirement Planning
|
May 15, 2021 |
|
What Mt. Everest Can Teach You
|
May 08, 2021 |
|
Breaking down the Biden tax plan
|
May 01, 2021 |
|
Why Work with a Financial Advisor
|
Apr 17, 2021 |
|
The 2021 Improve Your Finances Draft
|
Apr 10, 2021 |
|
Roth Conversion: Is Now The Time?
|
Apr 03, 2021 |
|
Federal Employee Benefits: Understanding your FERS Pension
|
Mar 27, 2021 |
|
What the American Rescue Plan Means for You
|
Mar 20, 2021 |
|
Just Be Yourself
|
Mar 13, 2021 |
|
Adulting Sprint: Choose Your Adventure
|
Mar 06, 2021 |
|
Are You Ready for Tax Season?
|
Feb 27, 2021 |
|
Understanding 401(k)s
|
Feb 13, 2021 |
|
What do I do if my spouse spends too much money?
|
Feb 06, 2021 |
|
Financial New Year’s Resolutions
|
Jan 30, 2021 |
|
Random Acts of Financial Planning
|
Jan 23, 2021 |
|
2020 In Review and 2021 Outlook
|
Jan 09, 2021 |
|
Getting an Estate Plan in Place - Part 2
|
Dec 19, 2020 |
|
Getting an Estate Plan in Place
|
Dec 05, 2020 |
|
Using a bucket strategy to plan for retirement
|
Nov 21, 2020 |
|
What impact is the election having on the markets?
|
Nov 07, 2020 |
|
Dealing with a forced early retirement
|
Oct 31, 2020 |
|
Tricks to Fix Your Finances
|
Oct 24, 2020 |
|
7 Mistakes People Make When Choosing a Financial Advisor
|
Oct 17, 2020 |
|
Adulting Tips for Pandemic Times
|
Oct 03, 2020 |
|
Are you a financial procrastinator?
|
Sep 26, 2020 |
|
Mastering the Last Five Years
|
Sep 19, 2020 |
|
What's going on with the housing market?
|
Sep 05, 2020 |
|
What You Need to Know About Annuities-Part 3
|
Aug 29, 2020 |
|
What you Need To Know About Annuities Part 2
|
Aug 15, 2020 |
|
What You Need to Know About Annuities
|
Aug 08, 2020 |
|
Pink carseats are ok and what You Should Know About Life Insurance
|
Jul 25, 2020 |
|
Preparing for Retirement as a Couple
|
Jul 18, 2020 |
|
Don’t Neglect Legacy Planning
|
Jul 04, 2020 |
|
Retirement Ready Part 3 - Creating Your Personalized Retirement Plan
|
Jun 27, 2020 |
|
Retirement Ready Part 2 - Maximizing Social Security and Pensions
|
Jun 20, 2020 |
|
Investment Strategies That Provide Protection and Growth
|
Jun 13, 2020 |
|
Retirement Ready Part 1 - Take Control of Your Personal Economy
|
Jun 06, 2020 |
|
COVID-19 financial strategies
|
May 30, 2020 |
|
Protect Your Finances from Recessions
|
May 23, 2020 |
|
Why target date funds miss the mark
|
May 16, 2020 |
|
Avoiding Social Security Scams
|
May 09, 2020 |
|
Are you interested or are you committed?
|
May 02, 2020 |
|
Taking Control Despite the Market
|
Apr 18, 2020 |
|
CARES Act: What you need to know
|
Apr 11, 2020 |
|
Take the Time to Get Your Finances in Order
|
Apr 04, 2020 |
|
Break Your Bad Financial Habits
|
Mar 28, 2020 |
|
Surviving and Thriving in any Market
|
Mar 21, 2020 |
|
Market Volatility and Your Money
|
Mar 13, 2020 |
|
Eight Obstacles to Retirement
|
Feb 15, 2020 |
|
Measuring Your Reaction to Market Volatility
|
Feb 08, 2020 |
|
Achieve Your Financial Goals in 2020
|
Jan 25, 2020 |
|
Dream/Do - Women and Wealth
|
Dec 14, 2019 |
|
Personality and Retirement
|
Dec 07, 2019 |
|
Managing Risk in Retirement
|
Nov 23, 2019 |
|
The Danger of Financial Assumptions
|
Nov 16, 2019 |
|
Cost-of-living Adjustment for Social Security - 2020
|
Nov 09, 2019 |
|
The SECURE Act: Changes to IRAs
|
Nov 02, 2019 |
|
Importance of Having a Plan
|
Oct 26, 2019 |
|
Common Financial Mistakes
|
Oct 12, 2019 |
|
Life Insurance Basics and Options
|
Oct 05, 2019 |
|
Retirement Expenses to Consider
|
Sep 28, 2019 |
|
The Biggest Money Mistakes Part 2
|
Sep 21, 2019 |
|
The Biggest Money Mistakes by Decade
|
Aug 31, 2019 |
|
How NOT to Dress a Baby
|
Aug 24, 2019 |
|
Tips to Reduce Spending and Avoid Wasteful Spending
|
Aug 17, 2019 |
|
Millennials and Retirement
|
Aug 10, 2019 |
|
Money and Relationships
|
Aug 03, 2019 |
|
Retirement Communities, Wealth Building & Budget
|
Jul 13, 2019 |
|
Shocking Retirement Statistics and Mistakes
|
Jun 22, 2019 |
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Episode 40 - What if You Never Plan to Retire?
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Jun 08, 2019 |
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Is Your Retirement Prepared for a Bear Market
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May 18, 2019 |
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The Seven Deadly Sins of Retirement Planning
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May 11, 2019 |
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Questions about a Phased Retirement
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Apr 27, 2019 |
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Ways to Maximize Your Retirement Investments
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Apr 13, 2019 |
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Celebrities Legacy Planning Mistakes
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Mar 23, 2019 |
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Financial Challenges for Women in Retirement
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Mar 09, 2019 |
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Retirement Tax Planning: Roth IRA
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Mar 02, 2019 |
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What if You Never Plan to Retire?
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Feb 23, 2019 |
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Triathlon of Life
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Feb 16, 2019 |
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8 Must-Know Social Security Rules
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Feb 09, 2019 |
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Procrastination and Retirement
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Feb 02, 2019 |
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Spending Less in Retirement
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Jan 26, 2019 |
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Retirement Conversations for Couples
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Jan 19, 2019 |
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Avoiding Common Retirement Mistakes
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Dec 15, 2018 |
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Are You Financially Literate
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Dec 08, 2018 |
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Qualified vs. Non-Qualified Money
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Dec 01, 2018 |
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Rollover Precautions
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Nov 10, 2018 |
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5 Traits of Successful Teams
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Nov 03, 2018 |
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Retirement Planning for Long-Term Care
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Oct 27, 2018 |
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How Do You Feel About Your Finances?
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Oct 20, 2018 |
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Retirement Rumors to Ignore
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Oct 13, 2018 |
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5 Steps to Prep for a Better Retirement in your Sixties
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Oct 06, 2018 |
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How to Reset Retirement Plans to Weather a Downturn
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Sep 29, 2018 |
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The Financial Caddie and You
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Sep 22, 2018 |
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Top 10 Benefits of Obtaining Financial Advice
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Sep 08, 2018 |
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Housing For Your Retirement
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Sep 01, 2018 |
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Is Your Retirement Prepared for a Bear Market?
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Aug 25, 2018 |
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Running With The Bulls - Investing for a Bull Market
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Aug 18, 2018 |
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Living to Age 100 and Beyond!
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Aug 11, 2018 |
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Prepare to Board the Flight
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Aug 04, 2018 |
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Weather the Heat in Retirement
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Jul 21, 2018 |
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The Costs of Financial Procrastination
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Jul 14, 2018 |
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Planning Your Legacy
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Jul 07, 2018 |
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Finding your Financial Sherpa
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Jun 09, 2018 |
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7 Retirement Myths
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Jun 02, 2018 |
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Ready. Set. Retire.
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May 26, 2018 |
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Maximize Your Social Security Benefit
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May 19, 2018 |
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Tips to Help You Achieve a Successful Retirement
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May 12, 2018 |
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Never too Early to Prepare for Retirement
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May 05, 2018 |
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Why You Need to Organize Your Retirement Resources
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Apr 28, 2018 |
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Tax Reform and You
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Mar 31, 2018 |
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Your Retirement Lifestyle
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Mar 17, 2018 |
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Managing Your IRA
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Mar 10, 2018 |