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Patrick Speaks

Nov 2, 2021

HERE ARE THE LIFE EVENTS DISCUSSED:

  • Widowhood
  • Divorce
  • Longevity


Oct 22, 2021

  • Do you AND your spouse have a budget that details all of your income and expenses?
    • How will these change upon the passing of your spouse?
  • Are all of your legal documents up to date?
  • When does life insurance make sense to consider?
  • How can you qualify for state or federal assistance with any care needed?
    • What about...


Oct 15, 2021

HERE ARE SOME OF THOSE CONSIDERATIONS SHARED:

  • What is the opportunity cost of paying off the loan early?
  • When does it make sense to refinance instead?
  • How could this potentially impact any future insurance claims?


Mar 17, 2020

  • What are your ingredients for retirement?
  • Ways your recipe can change the world
  • Creating goals to help accomplish your dreams


Mar 9, 2020

  • The three things
  • Are trusts just for the rich?
  • What is estate planning?