Recent Posts
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audio 27:03
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 by Patti Brennan, 03/27/2020 10:00 AM
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audio 27:17
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 by Patti Brennan, 03/13/2020 10:00 AM
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audio 39:09
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 11:00 AM
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audio 30:32
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 11:00 AM
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audio 28:08
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 11:00 AM
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audio 27:48
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 11:00 AM
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audio 36:38
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 11:00 AM
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audio 46:41
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 11:00 AM
