Ongoing Planning & Portfolio Management

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

Ep 169 – Market Update w/ Brad + Patti

Ep 168 – Long Term Care

Ep 167 – Inherited IRAs

Ep 166 – Sudden Wealth Event