
Your Portfolio's Tune-Up
Dive deep into the art of rebalancing your investments. Discover why regularly adjusting your asset allocation is crucial for staying on tra...
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Jeffrey Foley - Financially Tuned

Dive deep into the art of rebalancing your investments. Discover why regularly adjusting your asset allocation is crucial for staying on tra...

Clean up those finances for spring! We talk about tips to help you improve your budget, pay down debt, and track down old accounts!

In this show we discuss how to approach the process of decluttering personal belongings with sensitivity and intention, especially in the co...

Dusting off your money habits, decluttering your finances, and finding that rogue subscription that’s been draining your account since 2021.

First published in 1949, The Intelligent Investor is full of timeless wisdom that anyone can use to educate themselves on making smart inves...

In this episode we discuss 8 key tips to help you financially, now and for the future.

In this episode, we dive into the key takeaways from The Millionaire Next Door and explore how its principles still hold strong when plannin...

In this episode of Paladin Financial Talk, join host Nikki Foley and co-host Tony Shore are pleased to invite special guest Mariann Montagne...

Divorce can have a significant and lasting impact on a client’s financial well-being, especially as they approach or navigate retirement. In...

In this episode, we dive into the unique financial challenges women face and explore strategies for building wealth and confidence. We also...

This week, we sit down with Lisa Schreiber of Gradient Investments to discuss her journey as a woman in the traditionally male-dominated fie...

This week, we honor Women's History Month by exploring the unique financial planning challenges and opportunities women face. We'l...

In this episode, we break down the latest market trends, economic shifts, and key indicators shaping the financial landscape. From interest...

In this episode, we’re diving into the world of disability insurance – what it is, how it works, and whether it's the right choice for...

In this episode Jeff welcomes Austin Wikstrom of Wikstrom Insurance Agency to talk about tips and strategies to help you save money on your...

This week, Investment Advisor Nikki Foley joins co-host Tony Shore explores how employees can fully leverage the benefits and resources offe...

In this episode Nikki welcomes special guest and mortgage specialist Jay Dacey to talk about the real estate market, where rates and mortgag...

In this episode Matt Bryant welcomes Gradient Investments portfolio manager, Tyler Ellegard. They discuss where the market is at and where w...

Which of these ideas will you add to your New Years Resolutions?

In this episode we break down tips and strategies to help you achieve financial success this year.

With college athletes now able to profit from their talent, a new world of financial opportunity—and responsibility—has opened up. In this e...

What can Buddy the Elf teach us about finances? In this festive episode, we uncover surprisingly valuable financial lessons hidden in the ho...

In this episode, we delve into the surprisingly insightful financial lessons hidden within the classic holiday film, "The Grinch." We'l...

In this episode, we dive into the classic holiday film, "Home Alone," to uncover surprising financial lessons. From budgeting for unexpected...

In this very special and fun episode, we take a look at the movie Christmas Vacation, a holiday comedy classic, and talk about the financial...

In this episode Jeff welcomes Gradient's Chief Information Officer Michael Johnson to talk about helpful cybersecurity tips to help pro...

In this episode we break down strategies for your finances when you have children. From tax credits to 529 plans and more!

Today, we’ll talk about why it matters and go over the options for your 401(k) retirement savings—so it doesn’t end up forgotten in a drawer...

The election is over, and its potential impact on the economy and financial markets is a major topic of discussion. In this episode, we'...

In this episode, we discuss the pros and cons of hiring a financial advisor, including the potential benefits of expert advice and their ser...

Do you have an algorithm for a financial advisor or investing? In this episode, we explore the use of "robo-advisors" and the rise of AI-pow...

In this episode, we dive deep into common financial struggles and provide practical solutions. From managing debt to saving for the future,...

In this episode, we explain what it means to be a fiduciary and why it’s important when choosing a financial advisor. We discuss how fiducia...

This episode features co-hosts Nikki Foley and Tony Shore, along with Guest Jay Dacey of Jay Dacey Mortgage Team. Together, they highlight b...

In this episode, we dive into the crucial topic of long-term care planning. Discover the costs associated with various care options and expl...

In this episode, we dive deep into the complexities of funding long-term care. Learn about the various options available, from traditional i...

Paladin Financial Talk is bringing you a three-part series on Funding Your Future: Navigating Retirement Healthcare Expenses. We will break...

In this episode, we dive deep into the four essential pillars that form a strong retirement foundation. Discover how to balance savings and...

In this episode we welcome special guest, Joey Ekholm. Joey has multiple degrees related to the topic and works in the mental health field....

In this episode of Paladin Financial Talk, Nikki Foley welcomes guest Sara Larson to the show. Using her extensive knowledge and a little hu...

In this episode of Paladin Financial Talk, co-hosts Nikki Foley and Tony Shore welcome guest Kari Ebel to the show. Using her knowledge as a...

Healthcare costs can be a major financial burden. In this episode, we break down essential health care planning strategies to help you prote...

Join hosts Nikki Foley and Tony Shore on Paladin Financial Talkl, where we provide a comprehensive guide to health and wellness and its crit...

In this episode, host Jeff Foley, CFP, and co-host Tony Shore discuss how frugal living can be a path to financial independence and early re...

In this episode of Paladin Financial Talk, we provide listeners with tips and techniques for planning nutritious and delicious meals on a ti...

Tired of the same old budgeting tips? This episode bursts the bubble on boring savings strategies. We'll explore unconventional ways to...

Forget deprivation diets for your wallet! This episode dives into the surprising world of frugal living, where you'll discover how to s...

Today, we're delving into a topic that's gaining popularity among retirees: the decision to purchase timeshares and RVs. These opt...

Today, we have a special guest joining us to dive into a summer lifestyle topic of wedding planning! We will discuss the financial aspects o...

Homeownership can be a goldmine in retirement. This episode dives into unlocking your home equity's potential, exploring strategies lik...