Episode 31: How Much Money Do I Need to Retire?
Patrick Speaks
As financial advisors who specialize in retirement planning, the most common question we hear from people who are considering making the leap into their golden years is, “How much money do I need to have to retire?”
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Episode 30: 3 Primary Life Events Women Face that Can Lead to Financial Distress
Patrick Speaks
In this episode, Patrick shares how to plan and prepare for 3 life events women could face that can lead to a financial disaster.
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Episode 29: How to Prepare Financially for the Death of a Spouse
Patrick Speaks
Nobody wants to think about their spouse passing. But, putting a plan in place financially for this scenario is one way to ensure that your spouse will be taken care, and maintain financial independence…should something happen to you. Listen in as Patrick discusses how to prepare financially for the death of a spouse.
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Episode 28: Should I Pay Off My Mortgage Before I Retire
Patrick Speaks
For most people, their largest monthly expense is their mortgage payment, so it makes sense to consider, and even want to, remove that cost when moving into retirement. But, is that the right decision to make? Listen in as Patrick answers the question, “Should I pay off my mortgage before I retire?
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Episode 27: Chocolate Chip Cookie of Retirement
Patrick Speaks
Patrick breaks down the “ingredients” of a retirement plan and explains how to create your own “recipe.”
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Episode 26: Estate Planning Made Simple
Patrick Speaks
Patrick and Nancy Ferraro, Estate Planning Lawyer and one our Landing Financial’s Strategic partners sit down and go over Estate Planning documents, what you need to have upon certain situations in life and if you should really trust online documents?
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Episode 25: Our Children
Patrick Speaks
Patrick is joined by Estate Planning Lawyer, Nancy Ferraro. They discuss how we can protect our children from birth and beyond with their legal rights and proper planning techniques to follow.
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Episode 24: Trade Tariff Wars
Patrick Speaks
Patrick Speaks about Tariffs- What they are, the Wall Street Effect & the Financial Impact.
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Episode 23: How Do You Choose a Tax Preparer?
Patrick Speaks
Patrick sits down with Nancy Lee Malcom and discusses the different types of tax preparers, costs and experiences.
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Episode 22: How to be Heard in Your Time of Need
Patrick Speaks
Patrick & Dr. Carney speak about losing a loved one and planning for retirement.
info_outlinePatrick shares with us two conversations he had recently with people who were misinformed about the Qualified Retirement Plans they had through work.