Archive: 2021 ()

087: Teaching Kids About Money

Patti sits down with Key Financial Planning and Portfolio Consultant, Sam Baez, to learn the secrets to his success in educating his own small children about the value of money.

Posted 12/31/2021 06:00 AM

086: VAL (Virtual Assisted Living) with MIT AgeLab

In the second of a two-part series, Patti welcomes back Dr. Joseph Coughlin PhD, Director of the MIT AgeLab.

Posted 12/17/2021 06:00 AM

084: Tackling Life with Kevin Reilly

Patti welcomes special guest, Kevin Reilly to the show.

Posted 11/19/2021 06:00 AM

083: Biden's New Tax Proposal

Patti meets with her Chief Planning Officer, Eric Fuhrman, to unravel the intricacies of Biden’s New Tax proposal, the Build Back Better Plan.

Posted 11/05/2021 06:00 AM

082: It’s Time for Medicare Open Enrollment!

Patti and Eric carefully dissect the nuances of each Plan, while also reminding the listener of dates in the timeline to be aware of. 

Posted 10/22/2021 06:00 AM

081: Issues to Consider When Moving Out of State

Patti guides the listener through a checklist of important items to keep in mind before making the big move, to better understand the rules when establishing state residency to fight potential tax audits.

Posted 10/08/2021 06:00 AM

080: Alzheimers Disease - America's Healthcare Crisis

Patti welcomes Dr. Jason Karlawish, co-Director of the Penn Memory Center, and author of “The Problem of Alzheimer’s – How Science, Culture, and Politics Turned a Rare Disease into a Crisis and What We Can Do About It”.

Posted 09/24/2021 06:00 AM

079: Resources for Parents of a Special Needs Child

In this episode, Patti addresses another important question asked by her clients.  “I have a child/grandchild with special needs, what resources are out there that can assist me in providing and maintaining a good quality of life for him/her?”

Posted 09/10/2021 06:00 AM