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9 minutes | Dec 8, 2021
Episode 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
19 minutes | Nov 2, 2021
Episode 30: 3 Primary Life Events Women Face that Can Lead to Financial Distress
HERE ARE THE LIFE EVENTS DISCUSSED: Widowhood Divorce Longevity
11 minutes | Oct 22, 2021
Episode 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?
8 minutes | Oct 15, 2021
Episode 28: Should I Pay Off My Mortgage Before I Retire
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?
14 minutes | Mar 17, 2020
Episode 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
20 minutes | Mar 9, 2020
Episode 26: Estate Planning Made Simple
The three things Are trusts just for the rich? What is estate planning?
18 minutes | Mar 2, 2020
Episode 25: Our Children
The Age of Reason When does your infant need legal rights? When the tables turn and child becomes the parent.
11 minutes | Jan 20, 2020
Episode 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
16 minutes | Jan 13, 2020
Episode 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?
16 minutes | Jan 13, 2020
Episode 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
16 minutes | Dec 23, 2019
Episode 21: Health & Wellness with Dr Judith Carney
Putting up our own walls and breaking down barriers How to tune into your thoughts, feelings and actions
13 minutes | Dec 16, 2019
Episode 20: What is a Flight Plan?
Healthcare Income Estate Investments Taxes
7 minutes | Nov 25, 2019
Episode 19: Why the name Landing Financial Group?
The Story Behind the Name Our Process
11 minutes | Nov 20, 2019
Episode 18: Giving starts with a Plan
Patrick reflects on a recent Halloween Party The Importance of a Budget
8 minutes | Nov 18, 2019
Episode 17: Microwaves
When he was young, Patrick's family bought a microwave and took a class on how to use it. He shares what he learned as we approach Thanksgiving.
12 minutes | Nov 11, 2019
Episode 16: The Stock Market Isn't As Scary As You Think
Leading & Trailing Indicators Market Timing Tactical, Strategic and Buy & Hold Concepts
15 minutes | Nov 4, 2019
Episode 15: Senior Scam/Awareness Day
Imposter Scam Internet Scam Grandparent Scam Woodchuck Scam RX Scam
24 minutes | Oct 28, 2019
Episode 14: We All Dream of the Day We Retire
The importance of creating a retirement plan with a professional. Why do people fail at planning for retirement? How much should you be saving and how do you start if you haven’t already?
19 minutes | Oct 25, 2019
Episode 13: What Can Juicing Do for You?
Patrick's passion for juicing Tips for getting started Benefits of eating "live" food
16 minutes | Oct 14, 2019
Episode 12: Wills vs Trusts – The Cornerstones of Planning
Who needs them? What are the benefits? Things to decide when creating a will: Choose your Beneficiaries Name an Executor Name a Financial Power of Attorney Name a Health Care Power of Attorney
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