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Paladin Financial Talk

Paladin Financial Talk

By: Jeffrey Foley Nikki Foley Eloisa Robison Matthew Bryant and Jeffery Quick
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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. Economics
Episodes
  • Episode 298: Understanding and Maximizing Your Federal Employee Retirement Benefits - with Matt Bryant
    Nov 1 2025
    Discover practical strategies to get the most out of your federal retirement benefits and plan confidently for the future.
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    Less than 1 minute
  • Episode 297: Employer Stock Options: Understanding Your Employee Equity - with Ellie Robison
    Oct 25 2025
    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 strategies to help you diversify, minimize your tax bill, and turn that company grant into lasting wealth.
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    Less than 1 minute
  • Episode 296: Maximizing Employee Benefits and Filling the Gaps - with Nikki Foley & Jeff Quick
    Oct 18 2025
    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) contributions and insurance coverages, ensuring your benefits choices align perfectly with your family’s financial goals for the year ahead.
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    Less than 1 minute
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