Archive: 2021 ()

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

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

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