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Contenu fourni par Jeff Foley. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Jeff Foley ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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What is a fiduciary?
Manage episode 444793251 series 2147219
Contenu fourni par Jeff Foley. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Jeff Foley ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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 fiduciaries are legally required to act in your best interest, ensuring transparency and trust in financial planning. Plus, we highlight how Paladin, as a financial planning firm, can help you navigate your financial journey with personalized, client-focused strategies.
…
continue reading
262 episodes
Manage episode 444793251 series 2147219
Contenu fourni par Jeff Foley. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Jeff Foley ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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 fiduciaries are legally required to act in your best interest, ensuring transparency and trust in financial planning. Plus, we highlight how Paladin, as a financial planning firm, can help you navigate your financial journey with personalized, client-focused strategies.
…
continue reading
262 episodes
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×In this episode Jeff welcomes Austin Wikstrom of Wikstrom Insurance Agency to talk about tips and strategies to help you save money on your insurance.
This week, Investment Advisor Nikki Foley joins co-host Tony Shore explores how employees can fully leverage the benefits and resources offered by their employers. From health insurance to supplementary benefits, this episode provides actionable insights on optimizing these offerings to boost career satisfaction and well-being. Tune in for this week’s advice on making the most of your workplace perks and enhancing your overall job experience, whatever the stage of your career!…
In this episode Nikki welcomes special guest and mortgage specialist Jay Dacey to talk about the real estate market, where rates and mortgages may be headed, and how this can impact you and your finances.
In this episode Matt Bryant welcomes Gradient Investments portfolio manager, Tyler Ellegard. They discuss where the market is at and where we might be headed in the coming months.
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 episode, we explore what this change means for young athletes and how they can make the most of their earnings. From smart saving strategies to long-term financial planning, we share tips to help them build a secure future instead of spending it all at once.…
What can Buddy the Elf teach us about finances? In this festive episode, we uncover surprisingly valuable financial lessons hidden in the holiday classic Elf. From saving for the future to embracing authenticity in client relationships, this lighthearted discussion combines holiday cheer with practical advice for advisors and investors alike.…
In this episode, we delve into the surprisingly insightful financial lessons hidden within the classic holiday film, "The Grinch." We'll explore how the Grinch's isolation and materialism ultimately hinder his happiness, mirroring real-life financial pitfalls. Finally, we'll discuss how acts of generosity and community spirit, as exemplified by the Whos, can lead to greater financial well-being and overall life satisfaction.…
In this episode, we dive into the classic holiday film, "Home Alone," to uncover surprising financial lessons. From budgeting for unexpected expenses to the importance of insurance, we'll explore how this beloved movie can teach us valuable money management skills. Join us as we unpack the financial wisdom hidden within this heartwarming tale.…
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 lessons that can actually be learned from this movie.
In this episode Jeff welcomes Gradient's Chief Information Officer Michael Johnson to talk about helpful cybersecurity tips to help protect you and your information from scammers.
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 or, worse, subject to penalties!
The election is over, and its potential impact on the economy and financial markets is a major topic of discussion. In this episode, we'll break down the key economic issues at stake, analyze market reactions, and discuss important year-end financial deadlines to keep in mind.
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