Paladin Financial Talk
Paladin Financial Talk focuses on the idea that small, incremental changes in your financial habits can lead to significant long-term results. The show draws an analogy between a high-performance engine or orchestra and personal finances, where a single malfunctioning part can disrupt the whole system. Each episode is dedicated to highlighting the small but impactful adjustments listeners can make to improve their financial health.
Episodes
Episode 347: Social Security Survivor & Dependent Benefits - With Jeff Quick
In this episode of Paladin Financial Talk, Host and Investment Advisor Representative Nikki Foley is joined by fellow Investment Advisor Representative Jeff Quick to explore Social Security survivor and dependent benefits. Many families don't realize that Social Security can provide financial support to spouses and children following the death of a
Episode 346: Social Security Worker’s Retirement Benefits - With Jeff Foley
In this episode of Paladin Financial Talk, Host and Investment Advisor Representative Nikki Foley is joined by Paladin Financial Owner Jeff Foley, CFP®, CTS, to break down Social Security worker retirement benefits—including how your benefit is calculated, when to claim, and what happens if you continue working. They also explore the Earnings Test, opti
Episode 345: Social Security 101: Benefits, Numbers and the Future - With Jack Ekholm
In this episode of Paladin Financial Talk, Investment Advisor Representative Ellie Robison hosts Jack Ekholm, CFP® to kick off a six-part series on Social Security. They break down the basics—from eligibility and the different types of benefits available to how benefits are calculated, funded, and what the future of Social Security could look like—givin
Episode 344: The HSA Advantage: Where Health and Wealth Meet - With Jack Ekholm
Health Savings Accounts (HSA) can be one of the most powerful—and often overlooked—retirement planning tools. In this episode of Paladin Financial Talk, Host and Investment Advisor Representative Nikki Foley is joined by Featured Advisor Jack Ekholm CFP® to explore HSAs from a financial-planning perspective. HSAs are often introduced as a way to pay for
Episode 343: Preventive Healthcare: Steps That May Save You Money - With Kinsey Diment
In this episode of Paladin Financial Talk, Host and Investment Advisor Representative Nikki Foley welcomes Kinsey Diment, Owner and Head Coach of Fit After 40, to explore how healthy choices don't just benefit your body—they can also benefit your finances. From daily movement and strength training to nutrition and other preventive health habits, we
Episode 342: Health Insurance: Know the Terms, Navigate the System - With Brian Eck
In this episode of Paladin Financial Talk, Host and Investment Advisor Representative Nikki Foley invites healthcare and Medicare industry professional Brian Eck to help make sense of a system that can often feel unnecessarily complicated.
Brian breaks down the language of health insurance—from premiums, deductibles, copays, and coinsurance to provider
Episode 341: How Your Health Can Impact Your Wealth - With Nikki Foley
What if one of the biggest risks to your financial future isn’t the market, taxes, or your investments—but your health? In this episode of Paladin Financial Talk, Host Nikki Foley switches chairs with Investment Advisor Representative Ellie Robison to explain why healthcare planning is a key component of financial planning. Whether you’re approaching re
Episode 340: 150 Days to Protect Your Legacy - With Jeff Foley
You have just 150 days to finish the year stronger than you started it. In the final episode of this series, you’ll be challenged to tackle one of the most important—and most commonly postponed—financial goals: protecting the people you love.
Paladin Financial Talk Host Nikki Foley is joined by Paladin Financial Owner and Featured Advisor Jeff Foley, C
Episode 339: 150 Days to Make Smart Tax Moves - With Matt Bryant
Many of the best tax and retirement planning opportunities disappear once the calendar changes. In this episode of Paladin Financial Talks, Host Nikki Foley and Featured Advisor Matt Bryant share why waiting until December can limit your options and what actions should be considered before year-end.
In this four-part series, the advisors at Paladin Fin
Episode 338: Uncover Hidden Money in 150 Days - With Ellie Robison
Improving your financial picture doesn’t always require earning more income. Join Host Nikki Foley and Featured Advisor Ellie Robison for this episode of Paladin Financial Talk where they explore practical ways to improve cash flow, eliminate waste, and redirect money toward the goals that matter most.
In this four-part series, the advisors at Paladin F
Episode 337: One Goal. 150 Days - With Jeff Quick
What if you had just 150 days to make meaningful progress toward your financial future? Whether your goal is saving more, reducing debt, lowering taxes, or protecting your family, the decisions you make before year-end can have a lasting impact.
In this four-part series, the advisors at Paladin Financial share practical strategies to help you finish the
Episode 336: The Bucket Strategy: How We Create Retirement Income - With Matt Bryant
In this episode, Host and Investment Advisor Nikki Foley sits down with Featured Investment Advisor Representative Matt Bryant to bring the investment strategy and withdrawal strategy series full circle by exploring Paladin's approach to the Bucket Strategy for retirement income. Together, they explain how retirees create a reliable income stream w
Episode 335: The Bucket Strategy: How We Invest for Retirement Income - with Ellie Robison
In this episode of Paladin Financial Talk, Nikki Foley sits down with Featured Guest and Financial Advisor Ellie Robison to explain investment strategies. Together, they explore Paladin Financial perspective on organizing assets by time horizon and how it may help create more sustainable retirement income.
Episode 334: Withdrawal Strategies: Turning Savings Into Income - with Jack Ekholm
Transitioning from saving money to spending it is one of the most challenging mindset shifts in retirement planning. This episode breaks down the most effective distribution strategies to help you systematically convert your hard-earned nest egg into a reliable, monthly paycheck. Tune in to learn how to minimize your tax burden, avoid costly IRS penalti
Episode 333: Building Wealth on Purpose: Investment Strategies That Stand the Test of Time - with Jeff Foley
In this episode, Jeff and I kick off a four-part series on investment and withdrawal strategies by exploring the foundational concepts that drive long-term financial success. While this series is more technical than most, this episode starts with the basic concepts of setting meaningful goals, understanding cash flow, measuring net worth, and creating a
Episode 332: The Financial Aid Playbook - with Guest William Nusser
In this episode of Paladin Financial Talk, Host and Investment Advisor Representative Nikki Foley sits down with Featured Guest William Nusser—Enrolled Agent and Owner of Simmons & Simmons Public Accountants—to discuss the tax rules, planning opportunities, and long-term financial consequences behind scholarships, grants, work-study programs, and st
Episode 331: Making a Meaningful Investment in your Child’s (or Grandchild’s) Future - with Guest Nicole Giefer
In this episode of Paladin Financial Talk, Host and Investment Advisor Representative Nikki Foley sits down with parent and former college athlete Nicole Giefer to discuss the realities of youth sports, extracurricular activities, and the financial decisions families face along the way. Together, they explore the trade-offs between investing in children
Episode 330: Leadership, Life Skills & the Cost of Preparing Kids for the Future - with Guest Megan Stone
In this episode of Paladin Financial Talk, Host and Investment Advisor Representative Nikki Foley sits down with Featured Guest Megan Stone—Leadership Director at Gentry Academy, author, and founder of Stone Foundations of Learning—to discuss the traits that truly prepare students for life beyond the classroom and the important role parents, grandparent
Episode 329: A Graduate’s Perspective on College, Money & Responsibility - with Guest Isabelle Adams
In this episode of Paladin Financial Talk, Host and Investment Advisor Representative Nikki Foley sits down with Creighton University’s graduating senior Isabelle Adams to discuss the student perspective on college costs, financial support, and personal responsibility.
Episode 328: Housing, Affordability & the Future of Minnesota Communities - with Guest Mark Foster
Housing affects far more than just where we live—it impacts financial stability, retirement planning, workforce growth, and the overall health of our communities. In this episode of Paladin Financial Talk, host Nikki Foley sits down with Featured Guest Mark Foster, Vice President of Legislative and Political Affairs at Housing First Minnesota. Nikki an
Episode 327: The Psychology of Home Decisions: Turning Emotion into Strategy in Retirement - with Guest Ben Bina
For many retirees, deciding whether to downsize, relocate, or stay put is deeply emotional, making it easy to overlook the financial realities. In this episode, guest Ben Bina breaks down how to separate your feelings from your finances when managing your housing wealth. Learn how to transform sentimental real estate choices into a clear, stress-free st
Episode 326: The Housing Market Right Now: What's Driving Rates and What Comes Next - with Guest Jay Dacey
In this episode, mortgage expert Jay Dacey joins us to break down the complex forces currently shaping the housing market, from persistent inflation data to the volatility of the 10-year Treasury yield. We dive deep into why mortgage rates remain in the mid-6% range and what the latest inventory shifts mean for both hopeful buyers and current homeowners
Episode 325: Twin Cities Housing: What You Can Control--and What Actually Matters - with Guest Justin Brama
Navigate the complex Twin Cities real estate market with Realtor Justin Brama of Edina Realty as he reveals which factors buyers can actually influence and which are just distractions. This episode cuts through the noise of fluctuating interest rates to focus on high-impact strategies for securing your home in Minnesota's unique landscape. Learn ho
Episode 324: What Today's Housing Market Means for Your Finances - with Jeff Foley
In this episode, we break down how 2026’s stabilizing mortgage rates and rising inventory are finally shifting leverage back toward buyers after years of volatility. We explore practical strategies for navigating today's "rebalanced" market, from timing a refinance to leveraging new builder incentives that can lower your monthly payments.
Episode 323: What People Really Mean When They Ask About Money (Part 4) - with Jeff Quick
Behind every surface-level financial question lies a deeper emotional truth about security, status, or fear. Tune in to learn from Jeff's experience.
Episode 322: What People Really Mean When They Ask About Money (Part 3) - Matt Bryant
In Part 3 of this series, we continue exploring the deeper meaning behind the questions people ask about money and what those questions often reveal about their goals and concerns. Tune in to gain Matt's perspective on what it means to be asked this question.
Episode 321: What People Really Mean When They Ask About Money (Part 2)
In Part 2 of this series, we continue exploring the deeper meaning behind the questions people ask about money and what those questions often reveal about their goals and concerns. We break down how emotions, values, and life experiences shape financial conversations in ways that aren’t always obvious on the surface. This episode helps you better unders
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 strategy is often actually a search for security in an unpredictable world. By decoding the emotional subtext of these conversations, we provide listeners
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 down the most effective debt-crushing strategies.
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 explains why keeping your beneficiaries current is crucial for assets like retirement accounts, life insurance, and investments. Tune in to learn h
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 volatility on your nest egg, using simulations to provide a clearer picture of your long-term success. Join us as we share actionable adjustments
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 that backlog of financial paperwork. Tune in for actionable steps to declutter your budget and start this season with a fresh, organized financial slate.
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 opening honest financial dialogues with your loved ones to build a lasting legacy of security and clarity.
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 hidden and why financial transparency is the ultimate foundation for a lasting commitment. Join us as we share expert strategies for spotting "money ghosts&
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 safeguards, and what financial advisors wish couples knew sooner. It’s a practical, honest conversation about protecting your relationship and your future.
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 about common fears and confusion around filing. Designed for anyone filing taxes this year, this episode aims to educate, reduce anxiety, and help listeners
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 expert can identify overlooked deductions and credits that often more than offset their fee while providing crucial protection and representation in the event
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 to miss out on legitimate savings opportunities or, worse, land them in hot water with the IRS. Tune in to separate tax fact from fiction and lear
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 strategies to help you avoid these invisible drains on your wealth, ensuring that every move you make is as tax-efficient as possible.
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 required by the IRS’s new digital-first refund policy. We break down the major changes from the "One Big Beautiful Bill Act," detailing how the higher SA
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 his mission teaches us about goal setting, prioritization, and the real-world value of a "major award." Jeff shares how to apply these nostalgic in
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 highlight the profound impact that mindset and generosity have on long-term wealth and fulfillment. Join us as we uncover essential money lessons from the past, pr
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, explaining why they were the perfect asset for a sophisticated thief and what they mean for modern investors. Tune in to learn why having a strong, prot
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 dissect George Bailey's struggles and triumphs, examining everything from the power of community banking to the true value of life insurance. Tun
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 inside the Christmas classic The Holiday.
From the importance of stepping back, to avoiding comparisons, to recognizing the cost of emotional decisions, Ellie a
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 of must-do items, from maximizing retirement contributions to executing effective tax-loss harvesting in your investment portfolio. We'll walk you thr
Episode 300: Hope, Help, and the Hard Parts: Planning Life's Transitions with Spero - with Nikki Foley
Retirement planning isn't just about the dollars. Its the drawer of mystery papers, the house full of memories, the logistics no one puts on a balance sheet. In this episode, we dive into that part of the story – the "life logistics." Amy Kahl from Spero Transitions joins in sharing practical ways to turn the messy middle of life into c
Episode 299: Medicaid Planning and Elder Law with Guest Steve Helseth - with Jeff Foley
We welcome Elder Law Attorney Steve Helseth to guide us through the critical, often confusing landscape of Medicaid planning and asset protection for long-term care. If you or a loved one is planning for future care, tune in to learn how smart elder law strategies can provide financial peace of mind.
Episode 298: Understanding and Maximizing Your Federal Employee Retirement Benefits - with Matt Bryant
Discover practical strategies to get the most out of your federal retirement benefits and plan confidently for the future.
Episode 297: Employer Stock Options: Understanding Your Employee Equity - with Ellie Robison
Understanding your employee equity is one of the most powerful moves you can make for your financial future. This episode breaks down the critical differences between Restricted Stock Units (RSUs), Employee Stock Purchase Plans (ESPPs), and Employee Stock Ownership Plans (ESOPs). We cover the unique tax implications of each award and offer clear strateg
Episode 296: Maximizing Employee Benefits and Filling the Gaps - with Nikki Foley & Jeff Quick
Open enrollment is one of the most financially impactful decisions you make all year, affecting everything from your tax bill to your long-term wealth. This episode breaks down how to strategically evaluate your health insurance options (HMO vs. HDHP) and maximize tax-advantaged accounts like HSAs and FSAs. We’ll also cover crucial updates to your 401(k
Episode 295: Making Sense of Medicare’s Annual Enrollment Period - with Nikki Foley
It’s that time of year again—Medicare’s Annual Enrollment Period is here! In this episode of Paladin Financial Talk, host Nikki Foley break down what you need to know to make confident decisions about your coverage. We’ll cover key dates, what changes can be made, and how changes in your health might affect your choices. This episode is designed to help
Episode 294: Medical Assistance and Long-Term Care in Minnesota - with Nikki Foley
Navigating the complex world of long-term care can be overwhelming, but understanding your options is the first step toward financial security. This episode breaks down Medical Assistance (Minnesota's Medicaid program) and its role in covering long-term care services, from nursing homes to in-home care. We'll explore the eligibility requiremen
Episode 293: Senior Living Unpacked - A Discussion with Guest Amy Waterman
This episode welcomes special guest Amy Waterman to discuss the complex financial landscape of senior care. We'll explore the various costs associated with different living arrangements, from in-home care to assisted living and memory care facilities. Tune in for an honest conversation about planning for these expenses and the financial strategies
Episode 292: The Personalized Side of Care with Guest Nicole Myhre - with Nikki Foley
Join us as we welcome Nicole Myhre from Griswold Care to discuss the crucial role of personalized financial planning in healthcare. This episode explores how a tailored approach to managing healthcare costs can significantly reduce financial stress for individuals and families. Nicole shares expert insights and practical advice on creating a proactive f
Episode 291: Peace of Mind in Aging: Starting the Conversation - with Nikki Foley
This episode tackles the essential, yet often difficult, topic of financial planning for aging parents and loved ones. We'll provide a step-by-step guide on how to initiate these crucial conversations with empathy and clarity. Tune in to learn how to create a solid financial plan that ensures peace of mind for everyone involved.
Episode 290: Expert Tax Tips with William Nusser, EA - with Ellie Robison
In this episode, we sit down with William Nusser to discuss common tax mistakes and how to avoid them. Nusser shares his expert insights on navigating the complexities of the tax code to find valuable deductions and credits. Whether you're an individual or a business owner, this conversation is packed with actionable advice to help you keep more of
Episode 289: One Big Beautiful Bill Part 3 - with Jeff Foley and Nikki Foley
In this episode, we dive deeper into the One Big Beautiful Bill and bring this topic to a close.
Episode 288: One Big Beautiful Bill Part 2 - with Jeff Foley and Matt Bryant
In this episode, Jeff Foley and Matt Bryant dig into the details of the recent budget bill and what it might me for you and your finances.
Episode 287: One Big Beautiful Bill Part 1 – with Jeff Foley & Jeff Quick
In this episode the 2 Jeffs, (Foley & Quick) dig into the details of the recent budget bill and what it might me for you and your finances.
One Big Beautiful Bill Act Overview
This episode provides a comprehensive overview of the recently enacted One Big Beautiful Bill Act, signed into law on July 4, 2025. We'll delve into its sweeping changes to the U.S. tax code, including the permanent extension of 2017 tax cuts and new deductions for tips, overtime, and senior citizens. Discover how this landmark legislation could im
Real Estate, Investment Property, Second Homes and More
From understanding the nuances of investment properties to exploring the allure of second homes, this episode covers a broad spectrum of real estate ventures. We'll demystify the complexities of the market, offering practical insights for both novice and experienced investors. Get ready to expand your real estate horizons and discover new avenues f
Navigating Today's Housing Market
In this episode we welcome Jay Dacey, President of the Jay Dacey Mortgage Team, to talk about the housing market, mortgages, supply, demand, interest rates and more.
Rent or Buy?
Deciding whether to rent or buy a home is one of the biggest financial choices many of us face. In this episode, we'll break down the financial implications of both options, exploring factors like market conditions, personal finances, and long-term goals. Join us to gain clarity and make an informed decision that's right for your financial fut
Keeping Home Costs Cool as the Heat Rises
We see it here in Minnesota. The snow finally melts, and the parking lots at Home Depot, Menards, and the local nurseries are absolutely packed. In this episode we're going to tackle home projects and costs.
5 Smart Financial Moves to Make This Summer
We’re in the thick of summer, and people are thinking about vacations, barbecues, and maybe a little downtime. But in this episode, we’re here to remind them that summer is also a fantastic time to make some smart financial moves.
Summer Spending - The Fun Stuff!
People tend to splurge more during the summer, with travel, home projects and more. In this episode we talk about being prepared for summer spending!
Will Buying a Boat Sink Your Finances
Join us as we navigate the often-choppy waters of boat ownership, revealing the true costs beyond the initial purchase price. From maintenance and docking fees to insurance and unexpected repairs, you'll discover if your dream of sailing the open seas is financially sound or a fast track to the bottom. Tune in to learn how to budget wisely and avoi
10 Ways to Spring Clean Your Finances
We tackle the clutter in your financial life. We'll explore strategies to identify, categorize, and ultimately, eliminate your financial burdens, leaving you with a lighter and more organized money mindset.
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 track with your financial goals, and learn practical strategies for doing it effectively.
Budget, Debt and Old Accounts
Clean up those finances for spring! We talk about tips to help you improve your budget, pay down debt, and track down old accounts!
The Gentle Declutter and End of Life Preparations
In this show we discuss how to approach the process of decluttering personal belongings with sensitivity and intention, especially in the context of end-of-life planning. We emphasize the emotional and practical importance of sorting through possessions ahead of time to reduce stress for loved ones and ensure meaningful items are passed on thoughtfully.
Financial Spring Cleaning
Dusting off your money habits, decluttering your finances, and finding that rogue subscription that’s been draining your account since 2021.
Finance Book Club: The Intelligent Investor
First published in 1949, The Intelligent Investor is full of timeless wisdom that anyone can use to educate themselves on making smart investment decisions. You don’t need to be a stock market whiz to understand this book. Graham’s main message is protect yourself from big mistakes, stay calm, and invest with a margin of safety.
8 Tips for Educating Yourself Financially
In this episode we discuss 8 key tips to help you financially, now and for the future.
Lessons from the Millionaire Next Door
In this episode, we dive into the key takeaways from The Millionaire Next Door and explore how its principles still hold strong when planning for retirement. From disciplined spending habits to living below your means, the book offers powerful insights into how everyday people build lasting wealth.
We discuss how these lessons can be applied to retirem
Thriving with Your Money Tree
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
Financial Implications of Divorce
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 pi
Financial Empowerment for Women
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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