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audio 39:09 038: Social Security Speed Dating

038: Social Security Speed Dating

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

Posted by Patti Brennan, 02/28/2020 06:00 AM

audio 30:32 037: Sterling Shea – Barron’s Global Head of Wealth Management Discusses Industry Trends - Part Two

037: Sterling Shea – Barron’s Global Head ...

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 by Patti Brennan, 02/14/2020 06:00 AM

audio 28:08 036: Economic Forecast For 2020 and a Look Back at 2019

036: Economic Forecast For 2020 and a Look...

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 by Patti Brennan, 01/31/2020 06:00 AM

audio 27:48 035: Top Estate Planning Tips with Bob Cohen

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 by Patti Brennan, 01/17/2020 06:00 AM

audio 36:38 034: Industry Trends with Sterling Shea – Global Head of Wealth Management for Barron’s

034: Industry Trends with Sterling Shea – ...

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 by Patti Brennan, 01/03/2020 06:00 AM

audio 46:41 033: Retirement Through the Lens of The Longevity Economy

033: Retirement Through the Lens of The Lo...

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 by Patti Brennan, 12/20/2019 06:00 AM

audio 30:22 032: The Retirement Myth – It’s Not One and Done!

032: The Retirement Myth – It’s Not One an...

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 by Patti Brennan, 12/06/2019 06:00 AM

audio 25:46 031: This is Not Your Grandparents Retirement!

031: This is Not Your Grandparents Retirem...

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 by Patti Brennan, 12/06/2019 06:00 AM