Paladin Investment Strategies: Building Wealth on Purpose

In this first episode of a four-part series on investment and withdrawal strategies, host Nikki Foley sits down with Featured Advisor Jeff Foley to discuss the foundational principles of building wealth. Before investors can decide how to generate income in retirement, they first need a strategy for accumulating assets. Nikki and Jeff explore core investing concepts such as diversification, asset allocation, dollar-cost averaging, bond ladders, and common mistakes that can slow wealth accumulation. This episode serves as the starting point for understanding how investment decisions made today can influence retirement flexibility. Key Takeaways: • How to build wealth over time. • Why investment strategy matters. • Common investing mistakes to avoid. • Understanding retirement planning begins years before retirement. • The importance of diversification. • How taxes impact retirement.