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FAQs about Patrick Speaks:How many episodes does Patrick Speaks have?The podcast currently has 31 episodes available.
December 08, 2021Episode 31: How Much Money Do I Need to Retire? Why tax qualification and tax diversification matters when looking to retire The often forgotten business partner in retirement The 5 areas of planning that we believe are important to a successful retirement ...more9minPlay
November 02, 2021Episode 30: 3 Primary Life Events Women Face that Can Lead to Financial DistressHERE ARE THE LIFE EVENTS DISCUSSED: Widowhood Divorce Longevity ...more20minPlay
October 22, 2021Episode 29: How to Prepare Financially for the Death of a Spouse 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 gifting? How does the death of a spouse who owned a business play into these considerations? ...more12minPlay
October 15, 2021Episode 28: Should I Pay Off My Mortgage Before I RetireHERE 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? ...more8minPlay
March 17, 2020Episode 27: Chocolate Chip Cookie of Retirement What are your ingredients for retirement? Ways your recipe can change the world Creating goals to help accomplish your dreams ...more15minPlay
March 09, 2020Episode 26: Estate Planning Made Simple The three things Are trusts just for the rich? What is estate planning? ...more21minPlay
March 02, 2020Episode 25: Our Children The Age of Reason When does your infant need legal rights? When the tables turn and child becomes the parent. ...more19minPlay
January 20, 2020Episode 24: Trade Tariff Wars What is a Tariff? How does the trade war effect Wall Street? How to protect your investments when a decrease occurs in the market ...more11minPlay
January 13, 2020Episode 23: How Do You Choose a Tax Preparer? Difference between a CPA and an EA? Which path of preparation is best for your wallet? Should you think about taxes all year or just at tax time? ...more17minPlay
January 13, 2020Episode 22: How to be Heard in Your Time of Need How to integrate losses into your new found life Planning for Retirement: your funds and your fun Mastering the art of dreaming again ...more16minPlay
FAQs about Patrick Speaks:How many episodes does Patrick Speaks have?The podcast currently has 31 episodes available.