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

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 02/14/2020 06:00 AM

021: Estate Planning Mistakes

In this episode, Patti sits with Stacey Willits McConnell, Chair of the Estate Planning Department at Lamb, McErlane in West Chester.

Posted 08/02/2019 06:00 AM

016: Having The Conversation with Mom and Dad

When is the “right” time to have the difficult conversation with Mom and Dad about driving, or moving, or any other important decision as they age?

Posted 05/24/2019 06:00 AM

004: Headlines and Havoc

In this episode, Patti and Michael Brennan discuss how to differentiate the “noise” from the “substance” in today’s headlines.

Posted 01/20/2019 06:00 AM