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Tag: Financial Planning ()

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

010: New Tax Law Changes That Will Benefit You When Filing Your Corporate Return

Patti strategizes with one of the Philadelphia area top CPAs, Bruce Boylston of Rothman, Boylston LLC.

Posted 03/29/2019 06:00 AM

007: Market Crisis and Portfolio Recovery Rates

Patti will leave the listener with three actionable steps to implement during a market drawdown period to help aid in quicker portfolio recovery.

Posted 03/01/2019 06:00 AM

006: What to do When Crisis Hits

Patti shares the story of a family medical emergency that, by sheer luck, did not end in crisis… or worse…

Posted 02/15/2019 06:00 AM

005: Economic Outlook for 2019

Is America headed for a recession or is this economic expansion part of the typical business cycle?

Posted 02/01/2019 06:00 AM

004: Headlines and Havoc

In this episode, Patti and Michael Brennan discuss how to differentiate the “noise” from the “substance” in today’s headlines.

Posted 01/20/2019 06:00 AM

003: Man vs. Machine

There are many pros and cons to using these online tools – so why and maybe more importantly, when, is it the right time to seek out a professional?

Posted 01/06/2019 05:11 PM