In this very special and fun episode, we take a look at the movie Christmas Vacation, a holiday comedy classic, and talk about the financial lessons that can actually be learned from this movie.

In this episode Jeff welcomes Gradient's Chief Information Officer Michael Johnson to talk about helpful cybersecurity tips to help protect you and your information from scammers.

In this episode we break down strategies for your finances when you have children. From tax credits to 529 plans and more!

Today, we’ll talk about why it matters and go over the options for your 401(k) retirement savings—so it doesn’t end up forgotten in a drawer or, worse, subject to penalties!

The election is over, and its potential impact on the economy and financial markets is a major topic of discussion. In this episode, we'll break down the key economic issues at stake, analyze market reactions, and discuss important year-end financial deadlines to keep in mind.

In this episode, we discuss the pros and cons of hiring a financial advisor, including the potential benefits of expert advice and their services.

Do you have an algorithm for a financial advisor or investing? In this episode, we explore the use of "robo-advisors" and the rise of AI-powered financial advisors. We'll discuss the pros and cons of using them for financial advice, and whether it's the right choice for you.

In this episode, we dive deep into common financial struggles and provide practical solutions. From managing debt to saving for the future, we offer expert advice and actionable steps to help you achieve your financial goals. Join us as we empower you to take control of your finances and build a brighter financial future.

In this episode, we explain what it means to be a fiduciary and why it’s important when choosing a financial advisor. We discuss how fiduciaries are legally required to act in your best interest, ensuring transparency and trust in financial planning. Plus, we highlight how Paladin, as a financial planning firm, can help you navigate your financial journey with personalized, client-focused strategies.

This episode features co-hosts Nikki Foley and Tony Shore, along with Guest Jay Dacey of Jay Dacey Mortgage Team. Together, they highlight both the concept of reverse mortgages and their potential use in covering long-term care needs. Plus, Jay provides an outlook on the housing market and what’s may lie ahead!