Quantcast

Tag: Financial Planning ()

056: What Does Life After COVID Look Like?

Patti sits down with nationally renowned radio host, Gregg Stebben, to discuss some life-changing decisions that clients, friends, and family are making during this pandemic.

Posted 10/23/2020 06:00 AM

043: Financial Literacy – It’s Not Just for Adults!

April is Financial Literacy Month and today, perhaps more than ever, Patti is urging her listeners to be financially aware.

Posted 04/24/2020 06:00 AM

036: Economic Forecast For 2020 and a Look Back at 2019

Are other global economies leading indicators in what can happen here in the US? Patti and Brad break it all down in their forecast for the new decade!

Posted 01/31/2020 06:00 AM

034: Industry Trends with Sterling Shea – Global Head of Wealth Management for Barron’s

Sterling Shea, Global Head of Wealth Management for Barron’s, sits down with Patti to discuss the industry trends he is seeing at Barron’s and Dow Jones.

Posted 01/03/2020 06:00 AM

033: Retirement Through the Lens of The Longevity Economy

In the last of a three-part series, Patti concludes her discussion with MIT AgeLab Director, Dr. Joseph Coughlin, PhD. As the author of The Longevity Economy, he describes in detail how the last 8000 days of a person’s life can be designed…

Posted 12/20/2019 06:00 AM

032: The Retirement Myth – It’s Not One and Done!

It is no longer unusual for people to be living 30 years after their official retirement date, so how are people filling their last 8000 days?

Posted 12/06/2019 06:00 AM

031: This is Not Your Grandparents Retirement!

Dr. Coughlin shares the deadly dangers of social isolation and why the last 8000 days of life during retirement is often difficult to navigate.

Posted 12/06/2019 06:00 AM

014: Life Divided Into 8000 Day Segments – Where Are You Now?

In this second episode of the 3-part series, Patti is once again joined by John Diehl of the Hartford Funds to discuss MIT AgeLabs’ study that divides life into 4 segments of 8000 days each.

Posted 05/10/2019 06:00 AM