What’s On My Mind – Episode 101 – “Build a Base, Focus on What Really Matters”

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.    
Read More

Financial Planning for Physicians

Does this sound like you? You’ve completed, or are close to completing, your residency. Your income has significantly increased in the last three to five years as you have started to practice medicine full-time, post-residency. You’ve been approached by “financial professionals” who end up making an awkward sales pitch for financial products, instead of providing…
Read More

Guiding Principles Series – Principle 1 – “We pursue the best interests of our clients rather than our own.”

Welcome to the Ten Talents Guiding Principles series! This article dives into Guiding Principle #1, “We pursue the best interests of our clients rather than our own.” If you haven’t read the introduction to the Guiding Principle series, you can check it out here. Client First Thinking So what does it mean to pursue the…
Read More

Is another financial planning firm really necessary?

In the months that preceded launching Ten Talents, this is a question that I asked myself more than once. Is another financial planning firm really necessary? Is launching another financial planning firm really needed in our modern age? We have unprecedented access to investment tools through online robo-advisors and countless financial blogs. You can Google…
Read More

Planning ahead for retirement?

Get the 7 Essentials for Successful Investing in Retirement.