Paladin Financial Talk

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.

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: [email protected]

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: [email protected]

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.

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.