Archive: 2020 ()

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

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