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Patrick Speaks

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  2. 2019
  3. 09

Episode 10: What makes a Retirement Planner different from an Investment Adviser Representative?

Sep 30, 2019

  • Are you approaching the crossroads of retirement?
  • There is still hope if you are near retirement without a nest egg
  • Is there a need for your nest egg to continue to grow?
  • Can your portfolio stand the test of time?

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Episode 9: College Planning

Sep 18, 2019

Patrick speaks about three key lessons to help students start college off on the right financial foot:

Lesson 1- Build a Budget

Lesson 2- Be careful with Credit

Lesson 3- Read the Loan Fine Print

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Episode 8: Alone in a Big City

Sep 6, 2019

  • Electronic help & tips
  • Legal documents in place with the right people
  • Friends & neighbors local to you

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Episode 7: Will I Ever See Vienna?

Sep 3, 2019

- Why you should always have a plan

- Expect the unexpected & Delays!

- Why I’m glad to live in the USA

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