Ongoing Planning & Portfolio Management

Ep 180 Part 2 – Why It Matters Who We Let In: The Partners Who Help Elevate Your Portfolio, ft. Lee Cohen, NY Life

Ep 179 Part 1:Who We Let in the Room – How We Vet the Professionals Behind Your Portfolio

Ep 178 – Dear Patti: Retirement

Ep 177 – Money, Mindset, and Meaning: Natalie Angeloni on Financial Confidence

Ep 176 – Reimagining Aging with Dr. Joseph Coughlin

Ep 175 – Dear Patti: Longevity

Ep 174 – AI & Investing with Chief Market Strategist Lauren Goodwin

Ep 172 – Asset Allocation

Ep 171 – The Magnificent 7

Ep 170 – Investment Strategies in an Uncertain Market