Ongoing Planning & Portfolio Management

Ep63: Liz Young from BNY Mellon Joins Patti – The First 90 Days of 2021

Ep59: Automatic Millionaire

Ep57: Real Life Pandemic Opportunities and Solutions

Ep46: Covid and Courage: What if I Just Retired?

Ep45: Economic Outlook with Dr. Quincy Krosby, Chief Market Strategist for Prudential

Ep43: Financial Literacy – It’s Not Just for Adults!

Ep38: Social Security Speed Dating

Ep37: Sterling Shea – Barron’s Global Head of Wealth Management Discusses Industry Trends: Part 2

Ep35: Top Estate Planning Tips with Bob Cohen

Ep31: This is Not Your Grandparent’s Retirement!