Paladin Financial Talk
Jeffrey Foley, Nikki Foley, Eloisa Robison, Matthew Bryant and Jeffery Quick
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Recent Episodes
Episode 320: What People Really Mean When They Ask About Money (Part 1) - with Jeff Foley
In this premiere episode, we peel back the layers of common financial inquiries to reveal the underlying anxieties and desires that truly drive them. We explore how a simple question about investment…
Episode 319: Spring Cleaning Your Finances: Debt Strategy & Cutting Spending Leaks - with Matt Bryant
In this episode, we dive into the "Spring Cleaning" mindset by identifying the hidden spending leaks—from forgotten subscriptions to impulse buys—that are quietly draining your bank account. We break…
Episode 318: The One Financial Detail People Forget: Updating Your Beneficiaries with Nikki Foley
Updating beneficiaries can feel like a minor task, but forgetting to do so can have significant consequences, derailing your financial plans and creating legal complications for your loved ones. This…
Episode 317: Spring Retirement Stress Test - with Ellie Robison
In this episode, we break down how to "fail" your financial plan on purpose to identify hidden vulnerabilities before they become reality. We explore the impact of high-inflation scenarios and market…
Episode 316: Spring Cleaning for Your Finances - with Jeff Quick
Is your financial life feeling as cluttered as your junk drawer? In this episode, we strip away the excess to help you audit your subscriptions, consolidate dormant accounts, and finally clear out…
Episode 315: Protecting the People You Love-A Family Protection Playbook - with Jeff Foley
In this episode, we dive into the essential components of a robust estate plan to ensure your assets transition smoothly to the next generation without legal headaches. We share actionable steps for…
Episode 314: Financial Red Flags in Relationships - with Matt Bryant
In this episode, we dive into the subtle warning signs that a partner’s spending habits might be jeopardizing your shared future. We discuss how to navigate difficult conversations when debt is…
Episode 313: Should You Combine Finances If You’re Not Married? - with Ellie Robison
Love brings people together—but money can complicate things fast. In this episode, we talk about whether couples should combine finances before marriage, the risks of cohabitation without legal…
Episode 312: Managing Money as a Couple: From “Mine vs. Yours” to “Ours”- with Jeff Quick
Money fights aren’t really about money. In this episode, we break down how couples can move from “mine vs. yours” to a shared plan that reduces stress, builds trust, and actually moves life forward.
Episode 311: Top 10 Questions People Google About Filing Taxes - with Nikki Foley
In this episode of Paladin Financial Talk, Nikki Foley and Paladin Financials tax partner, William Nusser answer the top 10 tax questions people are Googling and explain what those questions reveal…
Episode 310: Taxes: Do it Yourself or Pay a Pro? - With Jeff Quick
As tax laws grow increasingly complex, this episode weighs the risks of DIY filing against the strategic advantages of hiring a qualified professional to handle your returns. We discuss how a tax…
Episode 309: Tax Advice That's Actually Wrong - with Matt Bryant and Jack Ekholm
This episode exposes the "flat-out wrong" tax advice frequently shared by well-meaning friends, family members, and viral social media posts. We break down the most common myths that cause taxpayers…
Episode 308: Tax Decisions You Didn’t Know You Made - with Ellie Robison and Jack Ekholm
Many people make daily financial choices that carry heavy, unintended tax consequences without even realizing it. This episode pulls back the curtain on "silent" tax decisions. We explore proactive…
Episode 307: What Do I Need to Prepare My Taxes - with Jeff Foley and Jack Ekholm
As we head into the 2025 tax filing season, this episode provides a comprehensive checklist of the essential documents you’ll need, from W-2s and 1099s to the vital direct deposit information…
Episode 306: Financial Lessons from "A Christmas Story" - with Jeff Quick
Jeff Quick unwraps the timeless money lessons hidden within the holiday classic, A Christmas Story. We dive into the economics of Ralphie’s persistent quest for the Red Ryder BB gun, exploring what…
Episode 305: Financial Lessons from "A Christmas Carol" - with Matt Bryant
In this special holiday episode, we explore the timeless themes of Charles Dickens’s classic tale through a modern financial lens. We examine the transformative journey of Ebenezer Scrooge to…
Episode 304: Financial Lessons from "Die Hard" - with Jeff Foley
In this episode, we continue our holiday streak by dissecting the biggest financial caper in cinema history, Hans Gruber's $640 million heist. We delve into the concept of untraceable bearer bonds,…
Episode 303: Financial Lessons from "It's a Wonderful Life" - with Matt Bryant
This holiday episode features financial advisor Matt and co-host Tony drawing timeless financial lessons from the classic film, It's a Wonderful Life. With a blend of humor and practical advice, they…
Episode 302: Financial Lessons Hidden in The Holiday - with Ellie Robison
In this festive episode of Paladin Financial Talk, host and financial advisor Ellie Robison teams up with guest-host and radio personality Tony to explore the surprising financial lessons tucked…
Episode 301: End of Year Tax Planning - with Jeff and Nikki Foley
The final weeks of the year are the most crucial window for implementing tax-saving strategies that can significantly impact your 2025 return and beyond. This episode delivers an actionable checklist…
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Paladin Financial Talk has published 319 episodes since March 2018, covering topics in Business.
Paladin Financial Talk is currently highly active with new episodes weekly.
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