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Tag: Financial Planning ()

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

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 01/03/2020 06:00 AM

033: Retirement Through the Lens of The Longevity Economy

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 12/20/2019 06:00 AM

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

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 12/06/2019 06:00 AM

031: This is Not Your Grandparents Retirement!

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 12/06/2019 06:00 AM

014: Life Divided Into 8000 Day Segments – Where Are You Now?

In this second episode of the 3-part series, Patti is once again joined by John Diehl of the Hartford Funds to discuss MIT AgeLabs’ study that divides life into 4 segments of 8000 days each.

Posted 05/10/2019 06:00 AM

010: New Tax Law Changes That Will Benefit You When Filing Your Corporate Return

Patti strategizes with one of the Philadelphia area top CPAs, Bruce Boylston of Rothman, Boylston LLC.

Posted 03/29/2019 06:00 AM

007: Market Crisis and Portfolio Recovery Rates

Patti will leave the listener with three actionable steps to implement during a market drawdown period to help aid in quicker portfolio recovery.

Posted 03/01/2019 06:00 AM

006: What to do When Crisis Hits

Patti shares the story of a family medical emergency that, by sheer luck, did not end in crisis… or worse…

Posted 02/15/2019 06:00 AM