We welcome Elder Law Attorney Steve Helseth to guide us through the critical, often confusing landscape of Medicaid planning and asset protection for long-term care. If you or a loved one is planning for future care, tune in to learn how smart elder law strategies can provide financial peace of mind.

Discover practical strategies to get the most out of your federal retirement benefits and plan confidently for the future.

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.

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.

It’s that time of year again—Medicare’s Annual Enrollment Period is here! In this episode of Paladin Financial Talk, host Nikki Foley break down what you need to know to make confident decisions about your coverage. We’ll cover key dates, what changes can be made, and how changes in your health might affect your choices. This episode is designed to help you navigate the process with clarity.

Navigating the complex world of long-term care can be overwhelming, but understanding your options is the first step toward financial security. This episode breaks down Medical Assistance (Minnesota's Medicaid program) and its role in covering long-term care services, from nursing homes to in-home care. We'll explore the eligibility requirements, asset limits, and how to plan for these significant costs to ensure you or your loved ones receive the care you need without depleting your savings. Tune in to demystify this critical topic and learn how to proactively prepare for long-term care in Minnesota.

This episode welcomes special guest Amy Waterman to discuss the complex financial landscape of senior care. We'll explore the various costs associated with different living arrangements, from in-home care to assisted living and memory care facilities. Tune in for an honest conversation about planning for these expenses and the financial strategies you need to consider for a secure and comfortable future. Amy Waterman, Executive Director Edgewood - Blaine https://www.edgewoodhealthcare.com/community/blaine/ (763) 754-1723

Join us as we welcome Nicole Myhre from Griswold Care to discuss the crucial role of personalized financial planning in healthcare. This episode explores how a tailored approach to managing healthcare costs can significantly reduce financial stress for individuals and families. Nicole shares expert insights and practical advice on creating a proactive financial strategy to prepare for medical expenses and long-term care needs. Nicole Myhre, Owner & Director Griswold Home Care for The Greater Twin Cities https://www.griswoldcare.com/greater-twin-cities/about-griswold-home-care/ (763) 270-0843

This episode tackles the essential, yet often difficult, topic of financial planning for aging parents and loved ones. We'll provide a step-by-step guide on how to initiate these crucial conversations with empathy and clarity. Tune in to learn how to create a solid financial plan that ensures peace of mind for everyone involved.

In this episode, we sit down with William Nusser to discuss common tax mistakes and how to avoid them. Nusser shares his expert insights on navigating the complexities of the tax code to find valuable deductions and credits. Whether you're an individual or a business owner, this conversation is packed with actionable advice to help you keep more of your money.

In this episode, we dive deeper into the One Big Beautiful Bill and bring this topic to a close.

In this episode, Jeff Foley and Matt Bryant dig into the details of the recent budget bill and what it might me for you and your finances.

In this episode the 2 Jeffs, (Foley & Quick) dig into the details of the recent budget bill and what it might me for you and your finances.

This episode provides a comprehensive overview of the recently enacted One Big Beautiful Bill Act, signed into law on July 4, 2025. We'll delve into its sweeping changes to the U.S. tax code, including the permanent extension of 2017 tax cuts and new deductions for tips, overtime, and senior citizens. Discover how this landmark legislation could impact your personal finances, investments, and overall financial planning for years to come.

From understanding the nuances of investment properties to exploring the allure of second homes, this episode covers a broad spectrum of real estate ventures. We'll demystify the complexities of the market, offering practical insights for both novice and experienced investors. Get ready to expand your real estate horizons and discover new avenues for growth.

In this episode we welcome Jay Dacey, President of the Jay Dacey Mortgage Team, to talk about the housing market, mortgages, supply, demand, interest rates and more.

Deciding whether to rent or buy a home is one of the biggest financial choices many of us face. In this episode, we'll break down the financial implications of both options, exploring factors like market conditions, personal finances, and long-term goals. Join us to gain clarity and make an informed decision that's right for your financial future.

We see it here in Minnesota. The snow finally melts, and the parking lots at Home Depot, Menards, and the local nurseries are absolutely packed. In this episode we're going to tackle home projects and costs.

We’re in the thick of summer, and people are thinking about vacations, barbecues, and maybe a little downtime. But in this episode, we’re here to remind them that summer is also a fantastic time to make some smart financial moves.

People tend to splurge more during the summer, with travel, home projects and more. In this episode we talk about being prepared for summer spending!