Archive: 2021 ()
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063: Liz Young from BNY Mellon joins Patti - The First 90 Days of 2021
Patti recently had the pleasure of sitting with Liz Young, CFA and Director of Market Strategy at BNY Mellon Investment Management.
Posted 01/29/2021 06:00 AM
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062: Why You Shouldn't Budget!
Patti and her Chief Planning Officer, Eric Fuhrman, discuss some easy, less constrictive ways to save money and allocate it in a way that might help the listener reach their goals faster than ever imagined.
Posted 01/15/2021 06:00 AM
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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 06:00 AM