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A tartalmat a Jeff Foley biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Jeff Foley vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
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Financial Lessons from the Grinch
Manage episode 456755747 series 2147219
A tartalmat a Jeff Foley biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Jeff Foley vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
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.
…
continue reading
269 epizódok
Manage episode 456755747 series 2147219
A tartalmat a Jeff Foley biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Jeff Foley vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
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.
…
continue reading
269 epizódok
Minden epizód
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Paladin Financial Talk

In this episode of Paladin Financial Talk, join host Nikki Foley and co-host Tony Shore are pleased to invite special guest Mariann Montagne, Chartered Financial Analyst and president of Mosaic Consulting. Gain insights into the challenges and opportunities women face in finance and discover strategies for achieving financial success. To contact Mariann go to thrivingwithyourmoneytree.com or email her at: mmontagne@mosaicconsultingllc.net…
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Paladin Financial Talk

Divorce can have a significant and lasting impact on a client’s financial well-being, especially as they approach or navigate retirement. In this episode, we cover the key financial considerations of divorce, including asset division, Social Security benefits, retirement accounts, and spousal support. Learn how to help clients avoid common financial pitfalls, protect their long-term goals, and restructure their financial plans post-divorce. Whether you work with individuals or couples, this episode will prepare you to better serve clients during one of life’s most challenging transitions.…
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Paladin Financial Talk

In this episode, we dive into the unique financial challenges women face and explore strategies for building wealth and confidence. We also discuss the history of women in finance and they role they currently play.
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Paladin Financial Talk

This week, we sit down with Lisa Schreiber of Gradient Investments to discuss her journey as a woman in the traditionally male-dominated field of finance. She shares valuable insights on navigating the industry, overcoming challenges, and the importance of fostering diversity. Listen in as we delve into Lisa's strategies for success and her perspective on the future of financial leadership.…
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Paladin Financial Talk

This week, we honor Women's History Month by exploring the unique financial planning challenges and opportunities women face. We'll delve into strategies for closing the wealth gap, building long-term security, and empowering women to take control of their financial futures. Join us for expert insights and actionable advice tailored to women at every stage of their financial journey.…
In this episode, we break down the latest market trends, economic shifts, and key indicators shaping the financial landscape. From interest rate movements to stock market performance, we provide insights to help financial advisors stay informed and proactive in guiding their clients. Tune in as we analyze what’s driving the markets, potential opportunities on the horizon, and strategies to navigate uncertainty. Whether you’re positioning portfolios or addressing client concerns, this market update equips you with the knowledge you need to stay ahead.…
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Paladin Financial Talk

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 you. Whether you’re a young professional just starting your career or someone weighing the pros and cons of coverage, we’ll break down the basics of disability insurance, explore the different types of policies, and discuss common myths and misconceptions. You’ll learn how to evaluate your personal risks, understand the financial benefits, and determine if disability insurance is a necessary step in protecting your income and future. Tune in for expert insights and real-life examples to help you make an informed decision about your coverage needs.…
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.
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Paladin Financial Talk

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.
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Paladin Financial Talk

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.…
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Paladin Financial Talk

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.…
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