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Episode 18: Giving starts with a Plan

Patrick Speaks

Release Date: 11/20/2019

Episode 31:  How Much Money Do I Need to Retire? show art 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 show art 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 show art 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 show art 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 show art 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 show art 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 show art 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 show art 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? show art 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 show art 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.

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