What is a fiduciary (and why should you care)?
When was the last time you visited the doctor? Perhaps it was an annual check-up or physical. Whenever that last visit was, you likely were not wondering whether your physician had your best interests at heart when you asked questions about your health. Unfortunately, the same can’t always be said when you visit a fiscal…
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What’s On My Mind – Episode 121 – “Life Insurance”
Welcome to the “What’s On My Mind” video series with Kaleb Paddock, a financial planner based in Parker, CO. Kaleb serves clients in Parker, Castle Rock, Denver, and also virtually across the country. It’s pretty straight-forward, click here to learn what’s on my mind. Thanks for watching! – Kaleb Paddock, CFP® You can learn more about…
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Happy 4th of July!
Happy 4th of July! We hope you and your family have a fun holiday. – Kaleb Paddock, CFP® You can learn more about Ten Talents and Kaleb, a financial planner based in Parker, CO, here. Kaleb can be reached at (303) 961-4397 or kaleb@tentalentsfp.com
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What’s On My Mind – Episode 120 – “Sudden Money”
Welcome to the “What’s On My Mind” video series with Kaleb Paddock, a financial planner based in Parker, CO. It’s pretty straight-forward, click here to learn what’s on my mind. Thanks for watching! – Kaleb Paddock, CFP® You can learn more about Kaleb and Ten Talents here.
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Guiding Principles Series – Principle 6 – “We encourage clients to ask ‘why’ questions”
Welcome to the Ten Talents Guiding Principles series! This article dives into Guiding Principle #6, “We encourage clients to ask “why” questions.” If you haven’t read the Introduction to the Guiding Principle series, you can check it out here. What’s your why? In his TED Talk “How great leaders inspire action”, that has now been…
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What’s On My Mind – Episode 104 – “2019 IRS 401(k) and HSA Contribution Limits”
Welcome to the “What’s On My Mind” video series with Kaleb Paddock, a financial planner based in Parker, Colorado. It’s pretty straight-forward, click below to learn what’s on my mind. Thanks for watching! You can check out our YouTube channel to view more videos and learn, “What’s On My Mind”. 🙂 – Kaleb Paddock, CFP®…
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What’s On My Mind – Episode 119 – “Referrals”
Welcome to the “What’s On My Mind” video series with Kaleb Paddock, a financial planner based in Parker, Colorado. It’s pretty straight-forward, click here to learn what’s on my mind. Thanks for watching! – Kaleb Paddock, CFP® You can learn more about Kaleb and Ten Talents here.
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What’s On My Mind – Episode 118 – “Sell It Like Serhant”
Welcome to the “What’s On My Mind” video series with Kaleb Paddock, a financial planner based in Parker, Colorado. It’s pretty straight-forward, click here to learn what’s on my mind. Thanks for watching! – Kaleb Paddock, CFP® You can learn more about Kaleb and Ten Talents here.
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What’s On My Mind – Episode 117 – “First Impressions Matter”
Welcome to the “What’s On My Mind” video series with Kaleb Paddock, a financial planner based in Parker, Colorado. It’s pretty straight-forward, click here to learn what’s on my mind. Thanks for watching! – Kaleb Paddock, CFP® You can learn more about Kaleb and Ten Talents here.
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The IRS just called me! (and four more warning signs to help you detect financial fraud)
Financial and tax fraud scams are increasing and becoming more sophisticated. No doubt you or someone you know has received some correspondence, whether by phone, email, or regular mail, that has been fraudulent in nature. Read below to learn how you can take proactive steps to protect yourself from these scams. How can you protect…
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