Archive: 2020 ()

050: THE ONE Strategy to Implement When Young

In this episode, Patti reveals one simple action done in your 20’s that will amass almost $800k by retirement.

Posted 07/31/2020 03:30 PM

049: THE Most Common Retirement Mistake

Although there are many mistakes made during retirement that are sure to derail your financial plan and the growth of your portfolio – there is ONE mistake that people continuously make as they are looking at their retirement horizon.

Posted 07/17/2020 03:30 PM

048: Barron’s Australia Summit Recap – Top Tips for Success

Earlier this year, Patti was asked by Barron’s to present to top industry professionals from around the world at the Barron’s Australian Summit.

Posted 07/03/2020 03:30 PM