Episodes

  • Episode 334: Withdrawal Strategies: Turning Savings Into Income - with Jack Ekholm

    Episode 334: Withdrawal Strategies: Turning Savings Into Income - with Jack Ekholm
    Jul 11 2026
    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 penalties, and ensure your money lasts as long as you do.
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    Less than 1 minute
  • Episode 333: Building Wealth on Purpose: Investment Strategies That Stand the Test of Time - with Jeff Foley

    Episode 333: Building Wealth on Purpose: Investment Strategies That Stand the Test of Time - with Jeff Foley
    Jul 4 2026
    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 plan for accumulating assets all work together to build lasting wealth. A central theme of this episode is why having a clear investment philosophy matters and a written plan helps prevent emotional decision-making and keeps you focused on what matters most. Whether you're just getting started or already thinking about retirement, this conversation will help you build a stronger framework for making confident financial decisions.
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    Less than 1 minute
  • Episode 332: The Financial Aid Playbook - with Guest William Nusser

    Episode 332: The Financial Aid Playbook - with Guest William Nusser
    Jun 27 2026
    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 student loans. Together, they break down common misconceptions about financial aid, explain how education tax credits and dependency rules can impact families, and explore why thoughtful planning today can help students avoid starting their financial lives buried in debt.
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    Less than 1 minute
  • Episode 331: Making a Meaningful Investment in your Child’s (or Grandchild’s) Future - with Guest Nicole Giefer

    Episode 331: Making a Meaningful Investment in your Child’s (or Grandchild’s) Future - with Guest Nicole Giefer
    Jun 20 2026
    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's opportunities and maintaining long-term financial goals, while sharing perspectives on scholarships, family support, and the life skills gained through activities beyond the classroom.
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    Less than 1 minute
  • Episode 330: Leadership, Life Skills & the Cost of Preparing Kids for the Future - with Guest Megan Stone

    Episode 330: Leadership, Life Skills & the Cost of Preparing Kids for the Future - with Guest Megan Stone
    Jun 13 2026
    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, grandparents, coaches, teachers, and other mentoring adults play in helping young people develop life readiness. Nikki and Megan discuss how these same skills influence future earning potential, career growth, and a student’s ability to navigate major life and financial decisions.
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    Less than 1 minute
  • Episode 329: A Graduate’s Perspective on College, Money & Responsibility - with Guest Isabelle Adams

    Episode 329: A Graduate’s Perspective on College, Money & Responsibility - with Guest Isabelle Adams
    Jun 6 2026
    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.
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    Less than 1 minute
  • Episode 328: Housing, Affordability & the Future of Minnesota Communities - with Guest Mark Foster

    Episode 328: Housing, Affordability & the Future of Minnesota Communities - with Guest Mark Foster
    May 30 2026
    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 and Mark discuss what legislative conversations are happening right now in Minnesota, where progress is being made, and what changes could have the biggest impact on housing accessibility in the years ahead. If you’ve ever wondered why housing feels increasingly complex—or how housing decisions influence nearly every other financial goal—this episode provides an important big-picture perspective.
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    Less than 1 minute
  • Episode 327: The Psychology of Home Decisions: Turning Emotion into Strategy in Retirement - with Guest Ben Bina

    Episode 327: The Psychology of Home Decisions: Turning Emotion into Strategy in Retirement - with Guest Ben Bina
    May 23 2026
    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 strategy that protects your retirement roadmap.
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    Less than 1 minute