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Tag: Retirement Planning ()

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 03:00 AM

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 03:00 AM

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 03:00 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 03:00 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 03:00 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 03:00 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 03:00 AM

015: MIT Age Lab – Inventing Tomorrow

The last episode of the 3-part series, Patti circles back with John Diehl of the Hartford Funds.

Posted 05/10/2019 03:00 AM