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  • Finance Book Club: The Intelligent Investor

    Finance Book Club: The Intelligent Investor
    2025/04/26
    First published in 1949, The Intelligent Investor is full of timeless wisdom that anyone can use to educate themselves on making smart investment decisions. You don’t need to be a stock market whiz to understand this book. Graham’s main message is protect yourself from big mistakes, stay calm, and invest with a margin of safety.
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  • 8 Tips for Educating Yourself Financially

    8 Tips for Educating Yourself Financially
    2025/04/19
    In this episode we discuss 8 key tips to help you financially, now and for the future.
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  • Lessons from the Millionaire Next Door

    Lessons from the Millionaire Next Door
    2025/04/12
    In this episode, we dive into the key takeaways from The Millionaire Next Door and explore how its principles still hold strong when planning for retirement. From disciplined spending habits to living below your means, the book offers powerful insights into how everyday people build lasting wealth. We discuss how these lessons can be applied to retirement planning—helping clients focus on long-term financial independence rather than flashy lifestyles. Whether you're advising high-net-worth individuals or everyday savers, this conversation is packed with practical wisdom that stands the test of time.
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  • Thriving with Your Money Tree

    Thriving with Your Money Tree
    2025/04/05
    In this episode of Paladin Financial Talk, join host Nikki Foley and co-host Tony Shore are pleased to invite special guest Mariann Montagne, Chartered Financial Analyst and president of Mosaic Consulting. Gain insights into the challenges and opportunities women face in finance and discover strategies for achieving financial success. To contact Mariann go to thrivingwithyourmoneytree.com or email her at: mmontagne@mosaicconsultingllc.net
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  • Financial Implications of Divorce

    Financial Implications of Divorce
    2025/03/29
    Divorce can have a significant and lasting impact on a client’s financial well-being, especially as they approach or navigate retirement. In this episode, we cover the key financial considerations of divorce, including asset division, Social Security benefits, retirement accounts, and spousal support. Learn how to help clients avoid common financial pitfalls, protect their long-term goals, and restructure their financial plans post-divorce. Whether you work with individuals or couples, this episode will prepare you to better serve clients during one of life’s most challenging transitions.
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  • Financial Empowerment for Women

    Financial Empowerment for Women
    2025/03/22
    In this episode, we dive into the unique financial challenges women face and explore strategies for building wealth and confidence. We also discuss the history of women in finance and they role they currently play.
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  • Women in Finance with Lisa Schreiber

    Women in Finance with Lisa Schreiber
    2025/03/15
    This week, we sit down with Lisa Schreiber of Gradient Investments to discuss her journey as a woman in the traditionally male-dominated field of finance. She shares valuable insights on navigating the industry, overcoming challenges, and the importance of fostering diversity. Listen in as we delve into Lisa's strategies for success and her perspective on the future of financial leadership.
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  • Celebrating Women's History Month

    Celebrating Women's History Month
    2025/03/08
    This week, we honor Women's History Month by exploring the unique financial planning challenges and opportunities women face. We'll delve into strategies for closing the wealth gap, building long-term security, and empowering women to take control of their financial futures. Join us for expert insights and actionable advice tailored to women at every stage of their financial journey.
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