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Tag: Cash Flow Management ()

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 04:00 AM

075: What Issues Should Be Considered When Getting Married?

In this episode, Patti addresses one of the most frequently asked questions by her clients…My son/daughter is getting married, “What issues should we discuss with them to better prepare them to be financially secure?”

Posted 07/16/2021 04:00 AM