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Archive: 2020 ()

052: Asset Allocation Strategies That Work!

Patti continues her conversation with one of Key Financials’ Portfolio Managers, Sam Baez, and they discuss asset allocations that work best for their clients.

Posted 08/28/2020 05:00 AM

051: The COVID Economy and The COVID Market - Not the Same!

In today’s episode, Patti dissects the difference between the markets and the economies with her Chief Investment Officer, Brad Everett.

Posted 08/14/2020 05:00 AM

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 05:00 AM

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 05:00 AM

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 05:00 AM

047: Covid and Courage - Are Students Heading Back to College in the Fall?

In this special edition series of the Covid – 19 discussion entitled Covid and Courage, Patti addresses the questions plaguing parents and students all over our nation.

Posted 06/19/2020 05:00 AM

046: Covid and Courage - What if I Just Retired?

In this special edition series of the Covid – 19 discussion entitled Covid and Courage, Patti addresses the reality that so many in our nation are experiencing right now. 

Posted 06/05/2020 05:00 AM

045: Economic Outlook with Dr. Quincy Krosby, Chief Market Strategist for Prudential

Dr. Quincy Krosby is not only a Chief Market Strategist for Prudential, she has also served our nation as a US diplomat, worked with the Assistant Secretary of Commerce and the US State Department.

Posted 05/22/2020 05:00 AM