Featured Appearances & Insights
May 18, 2026
Housing: Your Retirement Planning Asset
Explore the critical role of housing in retirement planning with Jeff Foley of Paladin Financial. This segment delves into how your home can be a strategic asset, offering flexible income solutions through downsizing, HELOCs, or reverse mortgages. Learn how to integrate housing decisions into your overall financial strategy for greater retirement confidence.
August 20, 2026
What is the Bucket Strategy for Retirement
Retirement isn’t just about how much you’ve saved—it’s about how you turn those savings into reliable income that lasts. Today, Jeff is going to explain a strategy that can help retirees better manage market volatility and create more confidence in retirement.
July 12, 2026
Mid-Year Money Check-Up
We’re halfway through the year, which makes this the perfect time for a financial check-up. Most people set goals in January, but very few stop mid-year to see whether they’re actually on track. A mid-year review can help identify opportunities, avoid costly mistakes, and make adjustments before the year is over.
June 10, 2026
Retirement vs. College: Financial Planning
Description: This professional segment addresses the complex financial challenge of balancing retirement savings with funding children’s college education. Investment advisor Jeff Foley of Paladin Financial offers expert insights on prioritizing financial goals, emphasizing the critical importance of securing retirement before college. Learn how to set realistic expectations and develop a strategic plan for a secure financial future.
May 18, 2026
Housing: Your Retirement Planning Asset
Explore the critical role of housing in retirement planning with Jeff Foley of Paladin Financial. This segment delves into how your home can be a strategic asset, offering flexible income solutions through downsizing, HELOCs, or reverse mortgages. Learn how to integrate housing decisions into your overall financial strategy for greater retirement confidence.
April 24, 2026
Wealth Building Basics
Jeff Foley discusses how building wealth isn’t just about making money—it’s about making smart, lasting decisions. This segment explains why wealth building matters, how to start, and how the right financial strategy can shape your future.
March 12, 2026
The Paladin Plan: Integrating Taxes & Retirement
In this first TV segment, Jeff Foley of Paladin Financial introduces the Paladin Plan, a comprehensive approach that connects financial planning, taxes, healthcare, and estate strategy. As tax season approaches, Jeff highlights the importance of staying ahead of changing laws and explains why tools like a Roth IRA can support long-term, tax-efficient growth. He also covers key considerations around Required Minimum Distributions (RMDs) to help keep retirement strategies on track.