To get to your destination, you must know where you are going. The Paladin Financial team may help you find a route to your financial destination with Paladin Financial Talk. Each episode is designed to help light the way to your desired financial future. Are you prepared for retirement or just in need of a quick rest stop to confirm your progress? Download the latest episode of Paladin Financial Talk and keep your financial journey on track!
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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.
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Hello, my name is Daina Anderson Sharples. I am the owner of DAS Financial Aid Consulting Services, LLC, and the creator of the college financial aid literacy program - Financial Aid Compliance Solutions. I created this program to assist college-bound students, and financial aid professionals in understanding how the United States Department of Education’s Higher Ed system works. There is a lack of understanding with the $1.76 trillion in student loan aid debt. I aim to provide the knowledge ...
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Financial Straight Talk with Jim Fox: No-nonsense financial advice from a financial industry veteran with over 20 years of experience. Learn ways to help your financial literacy, make financial decisions, and reach your financial goals. No confusing jargon or pushy sales tactics. Learn more about Jim and his team here: https://yourwfg.com/ Follow on Facebook & YouTube! About Jim Fox, Founder & President: Jim Fox is a veteran of the United States Marine Corps and a financial advisor with over ...
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Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
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HERO’S Talk Radio with hosts Dave and Laurett Arenz is presented by the Freedom Financial Radio Network. Through their Triple Crown Solution, Dave and Laurett coach clients to achieve financial independence by presenting options that provide safety, liquidity, and a great rate of return for tax-free account accumulation and distribution.
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The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
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Four electronic technicians that all became forex traders. We go thru our journey and explain what we know and love about investing and business.
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Women traditionally shy away from finance because of their deep social conditioning that they will be taken care of by the men in their families. Research however shows that women outlive men and COVID has added another layer to this equation. It has never been more important for women to understand and take charge of their financial well-being. This podcast is here to educate and equip women with everything that they need to know and put into practice in order to design the life of their dr ...
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💸 Struggling with money? Join Me on the Mentally Financial podcast for a dose of financial therapy! Dive into real-life money challenges and discover practical solutions in 10 minutes or less. Every Wednesday at 6 pm, we explore ways to navigate financial hurdles, live within our means, and achieve mental and financial well-being. Don't miss out – tune in for your weekly dose of financial empowerment! 🎙️💡 #MentallyFinancial #FinancialTherapy #MoneyManagementPodcast
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Join the conversation and discover how to unlock growth for your bank, neobank or fintech. Each week will talk candidly with leading entrepreneurs, executives and engineers that are building the future of banking.
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DiverCity Podcast: Talking Diversity and Inclusion in the Financial Services Industry
Julia Streets Productions
DiverCity Podcast is all about equality, inclusion, and diversity in financial services, with leading commentators from around the world bringing fresh perspectives to the D&I debate. Hosted by Julia Streets, on each episode we seek to shine a light on positive progress, call out areas requiring further focus and offer lots of ideas to help drive change.
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Homeownership can be a goldmine in retirement. This episode dives into unlocking your home equity's potential, exploring strategies like HELOCs, home sales and reverse mortgages, and unpacking the key considerations to ensure a secure and comfortable golden age.Av the Paladin Financial Team
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Are You Worrying About Scale Before You Even Have A Scale Problem?: Kitces & Carl Ep 140
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In our 140th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what's likely behind the common problem of advisors prematurely worrying about scale. For full show notes, see kitces.com and thesocietyofadvice.com.
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http://webuildyourwealth.com/wp-content/show/C52.mp3 HERO’S Talk Radio with hosts Dave and Laurett Arenz is presented by the Freedom Financial Radio Network. Through their Triple Crown Solution, Dave and Laurett coach clients to achieve financial independence by presenting options that provide safety, liquidity, and a great rate of return for tax-f…
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Best Of: Retirement Advice from the Real Wolf of Wall Street
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The real Wolf of Wall Street, Jordan Belfort, believes that no one truly knows what's going on in the market. Jim Fox discusses the importance of avoiding the noise of the media when it comes to retirement and why you should always keep your portfolio flexible. Ready to begin planning for your retirement? Visit Financial Straight Talk today! See om…
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During this show, we’ll discuss Social Security survivor benefits and your ideal filing age.Av Nick Jones
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Episode 283: Money Talk 1290 - Debbie Cox Bultan, CEO of NewDeal
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Listen to Debbie Cox Bultan, CEO of NewDeal
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Let's Talk Financial Aid for College™
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This episode provides updates on the 2024/2025 Award Year processing of aid and the truth about student loan forgiveness. ©2024 - DAS Financial Aid Consulting Services, LLC - All Rights ReservedAv dasfaconsulting
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In this episode, three new members of the Paladin Financial team share life lessons learned through their personal experience. Topics include first money memories, college education, finding your path and a peak behind the financial industry curtain.Av the Paladin Financial Team
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http://webuildyourwealth.com/wp-content/show/C52.mp3 HERO’S Talk Radio with hosts Dave and Laurett Arenz is presented by the Freedom Financial Radio Network. Through their Triple Crown Solution, Dave and Laurett coach clients to achieve financial independence by presenting options that provide safety, liquidity, and a great rate of return for tax-f…
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Best Of: Limitations of Robo-Advisors
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Robo-advisors may have their place in retirement planning, but for those near or in retirement, a human financial advisor is essential due to the limitations of robo-advisors in terms of investment options, management style, and legacy planning. In this episode, Jim discusses how a financial advisor may provide personalized advice and understand th…
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During this episode, we’ll highlight common retirement expenses that many people don’t adequately prepare for. We’ll also discuss wealth plans.Av Nick Jones
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This episode dives into buy-sell agreements, a crucial tool for business partners. We'll explore how life insurance and premium financing can work together to ensure a smooth ownership transition in the event of a partner's death or disability. Tune in to learn how to protect your business and your loved ones.…
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When Have You Done 'Enough' For Clients (And How Do You Know)?: Kitces & Carl Ep 139
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In our 139th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to know when you offer "enough" value to clients that it's no longer necessary to keep doing and learning more. For full show notes, see kitces.com and thesocietyofadvice.com.
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http://webuildyourwealth.com/wp-content/show/C52.mp3 HERO’S Talk Radio with hosts Dave and Laurett Arenz is presented by the Freedom Financial Radio Network. Through their Triple Crown Solution, Dave and Laurett coach clients to achieve financial independence by presenting options that provide safety, liquidity, and a great rate of return for tax-f…
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Best of: Interview with Chase Matthew
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Chase Matthew discusses his music influences, the impact of his music on young people, and his journey in the music industry. He also talks about staying grounded and managing finances at a young age. Follow Chase Matthew on Facebook and Instagram: https://www.facebook.com/ChaseMatthewMcQuitty/ https://www.instagram.com/iamchasematthew/ Check out h…
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Ever wondered how to leave a lasting impact on the causes you care about? This episode dives into estate planning and charitable giving. We'll explore how to integrate your philanthropic goals into your will and discuss strategies to maximize your charitable donations while minimizing your tax burden. Tune in to learn how to make a difference and e…
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http://webuildyourwealth.com/wp-content/show/C52.mp3 HERO’S Talk Radio with hosts Dave and Laurett Arenz is presented by the Freedom Financial Radio Network. Through their Triple Crown Solution, Dave and Laurett coach clients to achieve financial independence by presenting options that provide safety, liquidity, and a great rate of return for tax-f…
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The Dangers of DIY Retirement Planning
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In this episode of Financial Straight Talk, Jim Fox discusses the importance of tax planning and the potential dangers of DIY retirement planning. He emphasizes the need to understand how taxes will impact retirement income and the importance of making informed decisions about withdrawals and conversions. Jim also highlights the three key component…
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In this episode of Paladin Financial Talk, co-hosts Nikki Foley and Tony Shore explore the topic of life insurance and its multifaceted roles, including the crucial role life insurance plays in addressing long-term healthcare needs and protecting your financial future. From understanding the staggering costs of healthcare in retirement to exploring…
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Crafting Your Own Stop-Doing List To Create Capacity For What Really Matters: Kitces & Carl Ep 138
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In our 138th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to optimize your time by identifying what you consistently do—and would love to stop doing. For full show notes, see kitces.com and thesocietyofadvice.com.
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Episode 282: Money Talk 1290 - Bonnie Fuller, Editor-in-Chief of High Fashion Magazines and Activist
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Listen to Bonnie Fuller, Editor-in-Chief of High Fashion Magazines and Activist
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http://webuildyourwealth.com/wp-content/show/C52.mp3 HERO’S Talk Radio with hosts Dave and Laurett Arenz is presented by the Freedom Financial Radio Network. Through their Triple Crown Solution, Dave and Laurett coach clients to achieve financial independence by presenting options that provide safety, liquidity, and a great rate of return for tax-f…
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The Bucket Strategy for Generating Income
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In this episode of Financial Straight Talk, Jim Fox discusses the importance of focusing on long-term financial planning rather than getting caught up in short-term noise and market fluctuations. He emphasizes the need for a non-emotional, methodical, and mathematical approach to retirement planning. Jim introduces the concept of Market Guard, a sy…
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In this episode, we explore how gifting can be a powerful tool to reduce your estate tax burden. We'll discuss the annual exclusion amount, spousal gifting strategies, and how charitable giving can benefit both you and your favorite causes. Tune in and learn how to make gifting work for your financial future!…
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Join us in this eye-opening episode as we explore the controversial strategy of utilizing cash value life insurance to achieve early retirement goals. Unraveling the complexities, we navigate through the potential advantages and pitfalls of this unconventional approach, shedding light on whether it's a viable solution for those seeking financial in…
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Episode 281: Money Talk 1290 - Heather Hodges, PhD, Environmentalist and Activist
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Listen to Heather Hodges, PhD, Environmentalist and Activist
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Episode 280: Money Talk 1290 - Lori Murray, Senior Vice President and Residential Lending Manager at American Riviera Bank
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Listen to Lori Murray, Senior Vice President and Residential Lending Manager at American Riviera Bank
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http://webuildyourwealth.com/wp-content/show/C52.mp3 HERO’S Talk Radio with hosts Dave and Laurett Arenz is presented by the Freedom Financial Radio Network. Through their Triple Crown Solution, Dave and Laurett coach clients to achieve financial independence by presenting options that provide safety, liquidity, and a great rate of return for tax-f…
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continue reading
Robo-advisors may have their place in retirement planning, but for those near or in retirement, a human financial advisor is essential due to the limitations of robo-advisors in terms of investment options, management style, and legacy planning. In this episode, Jim discusses how a financial advisor may provide personalized advice and understand th…
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Ever wonder what life insurance is all about? We welcome special guest Jay Guerin, president of Gradient Insurance Brokerage to help us break down the basics - how it works, why you might need it, and the different types available. Tune in to learn if life insurance is a wise addition to your financial plan!…
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When Does Your Career Transition From Saying Yes To Opportunities & Focusing More On No?: Kitces & Carl Ep 137
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In our 137th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to know when it's time to start saying no. For full show notes, see kitces.com and thesocietyofadvice.com.
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http://webuildyourwealth.com/wp-content/show/C52.mp3 HERO’S Talk Radio with hosts Dave and Laurett Arenz is presented by the Freedom Financial Radio Network. Through their Triple Crown Solution, Dave and Laurett coach clients to achieve financial independence by presenting options that provide safety, liquidity, and a great rate of return for tax-f…
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continue reading
Chase Matthew discusses his music influences, the impact of his music on young people, and his journey in the music industry. He also talks about staying grounded and managing finances at a young age. Follow Chase Matthew on Facebook and Instagram: https://www.facebook.com/ChaseMatthewMcQuitty/ https://www.instagram.com/iamchasematthew/ Check out h…
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During this episode, we’ll discuss some of the things you should do if you become the executor of an estate.Av Nick Jones
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Tired of the guessing game of how much you'll need in retirement? This episode breaks down sustainable income strategies, from pensions and Social Security to tapping your nest egg. Discover how to create a retirement income stream that lets you play for keeps, not just hope for the best.Av the Paladin Financial Team
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http://webuildyourwealth.com/wp-content/show/C52.mp3 HERO’S Talk Radio with hosts Dave and Laurett Arenz is presented by the Freedom Financial Radio Network. Through their Triple Crown Solution, Dave and Laurett coach clients to achieve financial independence by presenting options that provide safety, liquidity, and a great rate of return for tax-f…
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Entering retirement is exciting, but how will you make your savings last? This episode dives into the distribution phase of retirement planning, unpacking strategies to generate income, minimize taxes, and ensure your nest egg sees you through your golden years.Av the Paladin Financial Team
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Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?: Kitces & Carl Ep 136
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In our 136th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to consider for succession plans as more advisors approach the age of retirement. For full show notes, see kitces.com and thesocietyofadvice.com.
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http://webuildyourwealth.com/wp-content/show/C52.mp3 HERO’S Talk Radio with hosts Dave and Laurett Arenz is presented by the Freedom Financial Radio Network. Through their Triple Crown Solution, Dave and Laurett coach clients to achieve financial independence by presenting options that provide safety, liquidity, and a great rate of return for tax-f…
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continue reading
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Let's Talk Financial Aid for College™
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This episode features updates for the 2024/2025 FAFSA® processing timelines and accessibility for corrections for parents and students. ©2024 - DAS Financial Aid Consulting Services, LLC - All Rights ReservedAv dasfaconsulting
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This month, as we further discuss wealth management, this episode focuses on your accumulation phase and what that means! Join us as we delve into the accumulation phase of life, where dreams meet reality and financial strategies take center stage. From savvy investment tips to smart savings strategies, we're here to guide you through the journey o…
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Episode 279: Money Talk 1290 - Annette Jorgensen, Vice President, SBA Business Development at American Riviera Bank
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Listen to Annette Jorgensen, Vice President, SBA Business Development at American Riviera Bank
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Episode 278: Money Talk 1290 - Dr. Peter Rupert, Professor of Economics at UCSB & Director of the Economic Forecast Project
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Listen to Dr. Peter Rupert, Professor of Economics at UCSB & Director of the Economic Forecast Project
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http://webuildyourwealth.com/wp-content/show/C52.mp3 HERO’S Talk Radio with hosts Dave and Laurett Arenz is presented by the Freedom Financial Radio Network. Through their Triple Crown Solution, Dave and Laurett coach clients to achieve financial independence by presenting options that provide safety, liquidity, and a great rate of return for tax-f…
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On this episode, we break down some of the most important things about RMDs as well as what IRA beneficiaries should be aware of when it comes to them.Av Nick Jones
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Feeling lost in the world of wealth management? You're not alone! In this episode, Matt Bryant kicks off our month-long series where we break down everything you need to know. Join us for a clear and concise introduction to wealth management, what it is, and how it can benefit you.Av the Paladin Financial Team
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Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?: Kitces & Carl Ep 135
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In our 135th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether or not professional advisors should be expected to create career opportunities for up-and-coming advisors. For full show notes, see kitces.com and thesocietyofadvice.com.
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Ep: 8 New Rules for Debt Collection Agencies
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Debt Collection Agencies to work under stricter rules from April 1 Debt collection agencies need to stick to much more stringent rules from April that are meant to ensure that there are fewer debt issues, according to the Inspection of Justice and Safety. For example, a new law will ban debt collection agencies from putting people under pressure. T…
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Welcome to Paladin Financial Talk with co-hosts Nikki Foley and Tony Shore. This week, they're joined by Allison Dirksen, who lends her expertise on the topic of workplace benefits and retirement savings. Together, they unravel the importance of understanding and seizing control of workplace benefits, regardless of where you are in your career jour…
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