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Tag: Retirement Planning ()

061: Hot Housing Market Tips & Trends

Patti sits down with the Main Line’s top realtor, Lone Spillard, of Compass Realty

Posted 01/01/2021 04:30 PM

060: 2020 - A Year to Remember or a Year to Forget?

Patti is concluding her series this year with her special guest and friend, radio host Gregg Stebben.

Posted 12/18/2020 04:30 PM

059: Automatic Millionaire – It’s Easier Than You Think!

In today’s episode, Patti sits down once again with renowned journalist and radio host, Gregg Stebben. Gregg confesses that while he has always been financially responsible in his life, he was not taking financial responsibility.

Posted 12/04/2020 04:30 PM

058: The Election is “Almost” Over – Now What?

Now that the most contested Presidential election in history is almost over…. now what?

Posted 11/20/2020 04:30 PM

057: Real Life Pandemic Opportunities and Solutions

Patti sits down with nationally renowned radio host, Gregg Stebben, to discuss these “pandemic opportunities” as well as the effects they will have on Americans well after the Presidential election.

Posted 11/06/2020 04:30 PM

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 03:30 PM

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

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 04:30 PM