Archive: 2020 ()
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038: Social Security Speed Dating
Patti dissects the pros and cons of this bill with her Chief Planning Officer, Eric Fuhrman.
Posted 02/28/2020 05:00 AM
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037: Sterling Shea – Barron’s Global Head of Wealth Management Discusses Industry Trends - Part Two
Sterling Shea, Global Head of Wealth Management for Barron’s and Dow Jones, continues his discussion with Patti regarding the industry trends he is seeing.
Posted 02/14/2020 05:00 AM
