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Archive: 2020 ()

040: America's Student Loan Crisis

In part one of a two-part series, Patti sits down with Peter Sims, the President of PayForEd, a software company that specializes in developing strategies for setting up and paying back student loan debt.

Posted 03/27/2020 03:00 AM

039: Coronavirus Correction with Brad Everett

At the time this episode was recorded, the market was down 17% and the Coronavirus has put a scare into almost everyone! What will the impact of a 20% drop in oil prices have on world economies?

Posted 03/13/2020 03:00 AM

038: Social Security Speed Dating

Patti dissects the pros and cons of this bill with her Chief Planning Officer, Eric Fuhrman.

Posted 02/28/2020 03:00 AM

037: Sterling Shea – Barron’s Global Head of Wealth Management Discusses Industry Trends - Part Two

Sterling Shea, Global Head of Wealth Management for Barron’s and Dow Jones, continues his discussion with Patti regarding the industry trends he is seeing.

Posted 02/14/2020 03:00 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 03:00 AM

035: Top Estate Planning Tips with Bob Cohen

Patti welcomes Estate Planning Attorney, Bob Cohen, a partner with Riley Riper Hollin & Colagreco to discuss his best recommendations for clients looking for estate planning assistance.

Posted 01/17/2020 03:00 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 03:00 AM