To get to your destination, you must know where you are going. Jeff Foley 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!
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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HERO'S Talk Radio by Freedom Financial Radio Network

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HERO'S Talk Radio by Freedom Financial Radio Network
Dave & Laurett Arenz
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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Kitces and Carl - Real Talk for Real Financial Advisors


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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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Monday Musings from David at Straight Talk Financial Planning


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Monday Musings from David at Straight Talk Financial Planning
David Stewart
Through our Monday Musings podcast, we hope to create a community where we can support and challenge each other through conversations, discussions and storytelling. We will be offering helpful advice and updates designed to help you with your financial planning.~More about us at Straight Talk Financial Planning...Yes, at Straight Talk Financial Planning we provide Financial planning specialising in Pensions, Investments, life assurance Wills and Powers of Attorney across the South Coast, but ...
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DiverCity Podcast: Talking Diversity and Inclusion in the Financial Services Industry


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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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Money Talk 1290- Presented By Arlington Financial Advisors


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 ...
New Talk Show airs the first Thursday of every month at 12 noon. We'll discuss how to reduce your taxes, investment strategies, current events and their impact on you, how to create multiple streams of income and more! We've been in the business for over 30 years and help clients like you everyday. At Moffat Financial Group you will never find a "one size fits all" approach. Our mission is to inspire our clients in making informed decisions through communication, education, and service which ...
Inflation, the markets and rising interest rates have people concerned about their finances. In this episode we tackle the problems and possible solutions to help you with your finances and retirement income.Av Jeffrey Foley
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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Kitces and Carl - Real Talk for Real Financial Advisors


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Showing Your Value To Prospects When Everything Is Already Going Well: Kitces & Carl Ep 88
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The market has fallen into bear territory. But what does that mean for you and your finances? In this episode Jeff talks about ways to deal with the market volatility and what to avoid.Av Jeffrey Foley
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…
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…
What are the most important things you need to do and know before you retire? We continue our countdown of the top 8 things you need to know.Av Jeffrey Foley
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Kitces and Carl - Real Talk for Real Financial Advisors


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Balancing Optimal Advice With Recommendations That Clients Will Actually Implement: Kitces & Carl Ep 87
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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…
We go over the things you need to know and do to have a successful retirement.Av Jeffrey Foley
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…
In this show we discuss what can be done to help deal with the current market volatility and what it means.Av Nick Jones
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Kitces and Carl - Real Talk for Real Financial Advisors


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Aligning Client Capital To Goals (Which Are Only Clarified Over Time): Kitces & Carl Ep 86
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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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DiverCity Podcast: Talking Diversity and Inclusion in the Financial Services Industry


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S13 E6 Juggling the balance of work and rest
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As we close Series 13, host Julia Streets is joined by Eli Albrecht, Associate Attorney at Gibson, Dunn & Crutcher LLP, and George Bettany, Co-founder of Sanctus. Together they share their personal and professional insights exploring the value of balance, rest and mental health and offer suggestions about how to navigate the balance in demanding pr…
Legacy planning is important because you don't want to leave your loved ones in a bad situation. In this episode we look at tips and strategies to get a solid legacy plan in place.Av Nick Jones
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…
You have to have a financial plan in place for income in retirement. In this episode we look at tips and strategies to help you have a successful and lasting income in retirement.Av Nick Jones
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Money Talk 1290- Presented By Arlington Financial Advisors


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Episode 222: Money Talk 1290 - Ian Smith, Partner at Stradling M&A Deal Attorney discussing Twitter Deal
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Kitces and Carl - Real Talk for Real Financial Advisors


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Building Your (Local) Brand With PR That Actually Works: Kitces & Carl Ep 85
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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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Money Talk 1290- Presented By Arlington Financial Advisors


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Episode 221: Money Talk 1290 - Jill Feldman, President of Strategic Development Associates
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Money Talk 1290- Presented By Arlington Financial Advisors


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Episode 221: Money Talk 1290 - Dr. Rachel Koh, Finance Professor at CSUCI
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How much risk to you have in your portfolio and retirement accounts? We look at ways to manage risk and the importance of asset allocation.Av Nick Jones
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…
Do you need a financial planner? In this episode we talk about the importance of working with a financial services professional and how to find the right one.Av Nick Jones
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PALADIN FINANCIAL TALK


What if you have an annuity that's not right for you? In this episode Jeff welcomes Trevor Neufeld to help discuss strategies to get the most out of your annuity.Av Jeffrey Foley
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Kitces and Carl - Real Talk for Real Financial Advisors


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How Do You Introduce Yourself If Not A 'Financial Advisor': Kitces & Carl Ep 84
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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…
In this episode we talk about mistakes to avoid with your 401(k) as well as tips to deal with rising inflation.Av Nick Jones
When people hear the word annuity they almost immediately have a strong reaction either good or bad. What is an annuity and Why are they often polarizing?Av Jeffrey Foley
During this episode, we’re going to examine how you may be able to increase your Social Security payment as well as what you should know about 401(k) early withdrawal penalties.Av Nick Jones
In this episode Jeff welcomes special guest Jaime Malm to discuss the new documentary, The Baby Boomer Dilemma and the path to a comfortable retirement.Av Jeffrey Foley
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Kitces and Carl - Real Talk for Real Financial Advisors


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When The Big Prospect Doesn't Want Your Financial Plan: Kitces & Carl Ep 83
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In this show Jeff covers 6 investment tips that could help reduce your worry in retirement.Av Jeffrey Foley
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DiverCity Podcast: Talking Diversity and Inclusion in the Financial Services Industry


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Focus on Israel –Inclusion, Investment and Innovation
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Host Julia Streets is joined by Jeremy Seeff, partner at Epstein Rosenblum Maoz (ERM) and Director of LGBTech, and Nava Swersky Sofer, a board member, CEO and consultant on innovation, entrepreneurship, venture capital and technology transfer. Together they discuss the vibrancy and innovation of the rise of the tech industry in Israel. They look at…
In this episode we welcome special guest Austin Wikstrom to talk about Home and Auto Insurance.Av Jeffrey Foley
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Kitces and Carl - Real Talk for Real Financial Advisors


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Balancing The Desire To Serve With The Financial Demands Of Growth: Kitces & Carl Ep 82
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During today’s episode, we’re going to look at two critical subjects: establishing a charitable trust and retirement wealth gaps.Av Nick Jones
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Money Talk 1290- Presented By Arlington Financial Advisors


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Episode 220: Money Talk 1290 Panda Kroll, Esq. adjunct professor of business ethics at CSUCI
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Money Talk 1290- Presented By Arlington Financial Advisors


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Episode 219: Money Talk 1290 - Miguel Delgado Helleseter, Ph.D. Director, Global Economic Research at CSUCI
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Money Talk 1290- Presented By Arlington Financial Advisors


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Episode 218: Money Talk 1290 -Susie Minor Founder of Lucky Tail
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DiverCity Podcast: Talking Diversity and Inclusion in the Financial Services Industry


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Ethnic Minority Enterprise and Investment
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In this episode we focus on black and ethnic minority enterprise and investment. Host Julia Streets is joined by Eric Collins, CEO and Founding Member of Impact X Capital Partners and Host of Channel 4’s The Money Maker and Ali Kazmi, Founder of Ethical Equity. Together they discuss how investing in black and under-represented entrepreneurs will be…
During this episode, we’re going to discuss how you may be able to better handle economic volatility and Medicare’s long-term future.Av Nick Jones
In this episode Jeff welcomes special guest, Financial Planner Jeff Quick, to discuss inflation and the geopolitical risk of a global economy.Av Jeffrey Foley
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Kitces and Carl - Real Talk for Real Financial Advisors


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Increasing Client Touch Points With Asynchronous Client Meetings: Kitces & Carl Ep 81
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During this episode we’ll spend time talking about preparing to be an executor of an estate and then we’ll pivot to discussing long-term care insurance.Av Nick Jones
During this episode, we’re going to first address some of the most common myths about Social Security before pivoting to a discussion about some of the lesser known services that Social Security provides.Av Jeffrey Foley
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Monday Musings from David at Straight Talk Financial Planning


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Market timing vs time in the market, to ISA or not to ISA - Monday Musings 28/02/2022
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Market timing vs time in the market, to ISA or not to ISA. To find out more go to our website or view our YouTube channel! YouTube - Straight Talk Financial Planning - YouTube _________________ David and the team at Straight Talk Financial Planning believe is that communication is the most important part of the relationship that we have with our cl…
During this episode, we’re going to first address some of the most common myths about Social Security before pivoting to a discussion about some of the lesser known services that Social Security provides.Av Nick Jones