Meet The Team
Patria Wealth Group
Meet The Team
20:01
Unlocking the Secrets of Mailbox Money
Patria Wealth Group
Unlocking the Secrets of Mailbox Money
18:46
Understanding Trump's Tax Plan  Pros and Cons Explained #trump #trump2024 #trumptaxes #taxes
Patria Wealth Group
Understanding Trump's Tax Plan Pros and Cons Explained #trump #trump2024 #trumptaxes #taxes
0:55
Understanding COLA  How to Plan for Inflation Adjustments #cola #socialsecurity #financialstrategies
Patria Wealth Group
Understanding COLA How to Plan for Inflation Adjustments #cola #socialsecurity #financialstrategies
1:22
Understanding COLA :How It Impacts Your Social Security Strategy #socialsecurity #retirement
Patria Wealth Group
Understanding COLA :How It Impacts Your Social Security Strategy #socialsecurity #retirement
0:55
Uncovering Hidden Talents :Boosting Your Portfolio Confidence  #retirementsavings #retirementinsight
Patria Wealth Group
Uncovering Hidden Talents :Boosting Your Portfolio Confidence #retirementsavings #retirementinsight
0:23
The Heartfelt Legacy of a Cherished Song at 80  #podcast #retirementsavings #news
Patria Wealth Group
The Heartfelt Legacy of a Cherished Song at 80 #podcast #retirementsavings #news
0:42
Embrace Retirement :Live the Life You Desire #retirement #financialaplanning #podcast
Patria Wealth Group
Embrace Retirement :Live the Life You Desire #retirement #financialaplanning #podcast
0:26
Maximize Your Retirement Wealth :Essential Management Tips #wealthmanagement #financialadvisor
Patria Wealth Group
Maximize Your Retirement Wealth :Essential Management Tips #wealthmanagement #financialadvisor
0:48
Navigating Social Security :Adapting Our Strategy #socialsecurity  #retirement #podcast
Patria Wealth Group
Navigating Social Security :Adapting Our Strategy #socialsecurity #retirement #podcast
1:03
Understanding Annuities for Retirement
Patria Wealth Group
Understanding Annuities for Retirement
21:29
Navigating Your Pension Questions :Expert Guidance #privatesector #podcast
Patria Wealth Group
Navigating Your Pension Questions :Expert Guidance #privatesector #podcast
0:39
Maximize Returns with Zero Risk  How Annuities Work #FIA #annuities #retirement
Patria Wealth Group
Maximize Returns with Zero Risk How Annuities Work #FIA #annuities #retirement
1:22
Secure Your Retirement  Why Annuities Are Essential #retirement #annuities #podcast #financialadvice
Patria Wealth Group
Secure Your Retirement Why Annuities Are Essential #retirement #annuities #podcast #financialadvice
1:06
Understanding Annuities  What Do Adults Really Think? #annuities #retirement #podcast
Patria Wealth Group
Understanding Annuities What Do Adults Really Think? #annuities #retirement #podcast
0:16
Why Your Savings Aren't Keeping Up with Inflation #inflation #retirement #wealth #podcast
Patria Wealth Group
Why Your Savings Aren't Keeping Up with Inflation #inflation #retirement #wealth #podcast
0:52
Stop Losing Money  Are Your Savings Accounts Useless? #money #wealth #podcast
Patria Wealth Group
Stop Losing Money Are Your Savings Accounts Useless? #money #wealth #podcast
1:11
Unlock Financial Freedom with Annuities  The Tax Advantage #taxes #retirement
Patria Wealth Group
Unlock Financial Freedom with Annuities The Tax Advantage #taxes #retirement
1:24
Navigating Retirement: The Value of Second Opinions
Patria Wealth Group
Navigating Retirement: The Value of Second Opinions
23:17
Get a Second Opinion on Your Financial Future Today #podcast #retirementsavings  #retirementwisdom
Patria Wealth Group
Get a Second Opinion on Your Financial Future Today #podcast #retirementsavings #retirementwisdom
1:09
Unlocking Generational Wealth  Tax Strategies for 2025 #generationalwealth #retirementsavings
Patria Wealth Group
Unlocking Generational Wealth Tax Strategies for 2025 #generationalwealth #retirementsavings
1:27
Transform Your Retirement with Our Family First Plan #retirement #wealthplanning  #podcast
Patria Wealth Group
Transform Your Retirement with Our Family First Plan #retirement #wealthplanning #podcast
0:24
The Hidden Dangers of Waiting to Retire  Don't Fall Into This Trap #wealth #financialstrategies
Patria Wealth Group
The Hidden Dangers of Waiting to Retire Don't Fall Into This Trap #wealth #financialstrategies
0:21
Maximizing Charitable Giving Through QCDs
Patria Wealth Group
Maximizing Charitable Giving Through QCDs
22:56
Pension Strategies :Should You Invest in Bitcoin? #pension #retirement #podcast #financialfreedom
Patria Wealth Group
Pension Strategies :Should You Invest in Bitcoin? #pension #retirement #podcast #financialfreedom
1:29
Maximize Your IRA  Smart Charitable Contributions! #IRA #investing #podcast  #retirementsavings
Patria Wealth Group
Maximize Your IRA Smart Charitable Contributions! #IRA #investing #podcast #retirementsavings
0:53
Transform Your Retirement  Family Centric Financial Solutions  #podcast #retirementsaving
Patria Wealth Group
Transform Your Retirement Family Centric Financial Solutions #podcast #retirementsaving
0:30
Embracing Gratitude  The Power of Thankfulness #thanksgiving #thankful #retirementplanning #podcast
Patria Wealth Group
Embracing Gratitude The Power of Thankfulness #thanksgiving #thankful #retirementplanning #podcast
0:13
Maximize Your Retirement  Smart Pension Choices Explained #teacher #wealth #retirement
Patria Wealth Group
Maximize Your Retirement Smart Pension Choices Explained #teacher #wealth #retirement
1:07
Spread Joy This Holiday Season  Partnering with Charities #charity #podcast  #retirementplanning
Patria Wealth Group
Spread Joy This Holiday Season Partnering with Charities #charity #podcast #retirementplanning
0:27
Discovering Your 'Why'  The Secret to Purposeful Action #podcast #retirementplanning #wealth
Patria Wealth Group
Discovering Your 'Why' The Secret to Purposeful Action #podcast #retirementplanning #wealth
0:16
Master Your Retirement  Expert Strategies for Wealth Management #wealth #retirementsavings
Patria Wealth Group
Master Your Retirement Expert Strategies for Wealth Management #wealth #retirementsavings
0:31
Navigating Post-Election Retirement Planning
Patria Wealth Group
Navigating Post-Election Retirement Planning
21:47
Maximize Your Retirement :Building Wealth Beyond $200K  #financialadvice  #retirement #podcast
Patria Wealth Group
Maximize Your Retirement :Building Wealth Beyond $200K #financialadvice #retirement #podcast
0:44
Transforming Lives.The Power of Family and Planning #financialplanning #retirement
Patria Wealth Group
Transforming Lives.The Power of Family and Planning #financialplanning #retirement
0:25
Unity in American Politics Building a Better Future Together #trump #financialadvice
Patria Wealth Group
Unity in American Politics Building a Better Future Together #trump #financialadvice
0:24
Overcoming Regrets: Lessons from Financial Losses #stocks #retirement #financialadvice
Patria Wealth Group
Overcoming Regrets: Lessons from Financial Losses #stocks #retirement #financialadvice
0:38
Building Wealth :Family First Retirement Strategies Revealed #wealthmanagement #financialadvice
Patria Wealth Group
Building Wealth :Family First Retirement Strategies Revealed #wealthmanagement #financialadvice
0:58
How Retirement Changes for You and Your Family #financialadvice #compulsoryretirement #podcast
Patria Wealth Group
How Retirement Changes for You and Your Family #financialadvice #compulsoryretirement #podcast
0:27
Maximize Your Retirement  Get the Right Guidance#financialadvice #patriawealthgroup #retirement
Patria Wealth Group
Maximize Your Retirement Get the Right Guidance#financialadvice #patriawealthgroup #retirement
2:43
The Reason Achilleas' Loves What He Does
Patria Wealth Group
The Reason Achilleas' Loves What He Does
1:12
Jarred's Reason for Helping Others
Patria Wealth Group
Jarred's Reason for Helping Others
0:44
What is Angie's Why?
Patria Wealth Group
What is Angie's Why?
1:10
The Curious Case of George's Why
Patria Wealth Group
The Curious Case of George's Why
1:49
Federal Employees and Medicare
Patria Wealth Group
Federal Employees and Medicare
21:10
Maximize Retirement Income  Smart Strategies for Stability  #financialadvice #podcast
Patria Wealth Group
Maximize Retirement Income Smart Strategies for Stability #financialadvice #podcast
0:31
Maximize Your Spousal Survivor Benefit  Essential Insights #spousalbenefit #socialsecurity #usps
Patria Wealth Group
Maximize Your Spousal Survivor Benefit Essential Insights #spousalbenefit #socialsecurity #usps
2:09
Smart Retirement Strategies  Master Your Fund Allocation #retirement #retirementplanning
Patria Wealth Group
Smart Retirement Strategies Master Your Fund Allocation #retirement #retirementplanning
1:42
Understanding Annuities  Good vs  Bad Choices #annuities #taxes
Patria Wealth Group
Understanding Annuities Good vs Bad Choices #annuities #taxes
1:29
Why Diversification is Key to Retirement Success. #financialadvice #financialplanning #podcast
Patria Wealth Group
Why Diversification is Key to Retirement Success. #financialadvice #financialplanning #podcast
1:28
Embracing Change  Staying Active for a Fulfilling Retirement #financialadvice #compulsoryretirement
Patria Wealth Group
Embracing Change Staying Active for a Fulfilling Retirement #financialadvice #compulsoryretirement
0:53
Unlocking Safety and Income  The Power of Fixed Index Annuities #financialadvice  #podcast
Patria Wealth Group
Unlocking Safety and Income The Power of Fixed Index Annuities #financialadvice #podcast
0:29
Voting: Your Voice in Financial Decisions
Patria Wealth Group
Voting: Your Voice in Financial Decisions
19:42
Don't Delay Your Financial Decisions  Election Anxiety Uncovered #podcast #election #trump #kamala
Patria Wealth Group
Don't Delay Your Financial Decisions Election Anxiety Uncovered #podcast #election #trump #kamala
0:40
Retirement Planning  Don’t Let Elections Control Your Future #election #trump #kamalaharris
Patria Wealth Group
Retirement Planning Don’t Let Elections Control Your Future #election #trump #kamalaharris
1:16
Retirement Success  Planning for a Dream Life  #financialadvice #podcast #retirement
Patria Wealth Group
Retirement Success Planning for a Dream Life #financialadvice #podcast #retirement
0:54
Understanding Social Security  Myths and Truths Revealed #socialsecurity #taxes #financialadvice
Patria Wealth Group
Understanding Social Security Myths and Truths Revealed #socialsecurity #taxes #financialadvice
1:40
Caring for Couples  Supporting Your Partner's Journey #podcast #financialadvice #retirement
Patria Wealth Group
Caring for Couples Supporting Your Partner's Journey #podcast #financialadvice #retirement
0:28
Engaging Couples in Retirement Planning  A Collaborative Approach
Patria Wealth Group
Engaging Couples in Retirement Planning A Collaborative Approach
1:08
Navigating Couples Therapy  Finding Common Ground Together #financialadvice #compulsoryretirement
Patria Wealth Group
Navigating Couples Therapy Finding Common Ground Together #financialadvice #compulsoryretirement
0:42
Debunking Social Security Myths
Patria Wealth Group
Debunking Social Security Myths
19:29
Proactive Retirement Planning Strategies
Patria Wealth Group
Proactive Retirement Planning Strategies
21:24
The Art of Risk-Taking: How to Protect Your Wealth #podcast #financialadvice
Patria Wealth Group
The Art of Risk-Taking: How to Protect Your Wealth #podcast #financialadvice
0:27
The Ultimate Guide to Tax-Efficient Wealth Building #taxes #retirement #financialplanning
Patria Wealth Group
The Ultimate Guide to Tax-Efficient Wealth Building #taxes #retirement #financialplanning
0:35
Maximize Your Wealth with Fixed Index Annuities #podcast #financialadvice
Patria Wealth Group
Maximize Your Wealth with Fixed Index Annuities #podcast #financialadvice
0:22
Maximizing Wealth:Tailored Plans for Every Income  #retirementinsights #podcast
Patria Wealth Group
Maximizing Wealth:Tailored Plans for Every Income #retirementinsights #podcast
0:31
Proactive Wealth Management  Spotting Trends Before Crisis Strikes
Patria Wealth Group
Proactive Wealth Management Spotting Trends Before Crisis Strikes
0:33
Master Your Strategy : Avoid Betrayal in Business Deals  #financialadvice #retirementinsights
Patria Wealth Group
Master Your Strategy : Avoid Betrayal in Business Deals #financialadvice #retirementinsights
0:25
Income Inequality :Comedian Gary Goldman's Hilarious Take #podcast #financialadvice
Patria Wealth Group
Income Inequality :Comedian Gary Goldman's Hilarious Take #podcast #financialadvice
0:41
Planning for a Taxing Future
Patria Wealth Group
Planning for a Taxing Future
18:07
Why We're Ignoring $35 Trillion Debt in Debates  #financialadvice #election #debt
Patria Wealth Group
Why We're Ignoring $35 Trillion Debt in Debates #financialadvice #election #debt
0:31
Struggling Paycheck to Paycheck? Understand the Tax Impact
Patria Wealth Group
Struggling Paycheck to Paycheck? Understand the Tax Impact
1:20
Tax Plans Showdown  Trump vs  Harris Explained #trumpvsharris #taxes  #financialadvice
Patria Wealth Group
Tax Plans Showdown Trump vs Harris Explained #trumpvsharris #taxes #financialadvice
0:33
Impact of Tax Changes on Your Retirement Savings #trumptaxes #taxes #election
Patria Wealth Group
Impact of Tax Changes on Your Retirement Savings #trumptaxes #taxes #election
1:25
The Truth About Corporate Taxes  Who Really Pays? #taxes #trump #financialplanning
Patria Wealth Group
The Truth About Corporate Taxes Who Really Pays? #taxes #trump #financialplanning
0:51
Why End-of-Year Planning Can't Wait
Patria Wealth Group
Why End-of-Year Planning Can't Wait
16:36
Optimize Your Tax Strategy for a Brighter Future #retirementinsights #podcast #financialadvice
Patria Wealth Group
Optimize Your Tax Strategy for a Brighter Future #retirementinsights #podcast #financialadvice
0:41
Successful Wealth Transfer:Preparing Families for the Future #generationalwealth #legacybuilding
Patria Wealth Group
Successful Wealth Transfer:Preparing Families for the Future #generationalwealth #legacybuilding
1:09
Protect Your Legacy Secure Your Family's Future #financialadvice  #generationalwealth
Patria Wealth Group
Protect Your Legacy Secure Your Family's Future #financialadvice #generationalwealth
0:27
Surviving a Scary Road Trip  Our Experience After the Storm #financialplanning #fiancialadvisor
Patria Wealth Group
Surviving a Scary Road Trip Our Experience After the Storm #financialplanning #fiancialadvisor
1:10
Beyond the Basics: Tailored Financial Guidance #financialadvice #retirementinsights #podcast
Patria Wealth Group
Beyond the Basics: Tailored Financial Guidance #financialadvice #retirementinsights #podcast
1:09
Financial Freedom Starts Here: Personalized Plans #financialadvice #financialplanning #podcast
Patria Wealth Group
Financial Freedom Starts Here: Personalized Plans #financialadvice #financialplanning #podcast
1:07
Am I Ready to RETIRE  Questions You MUST Ask! #financialadvice #retirementinsights #podcast
Patria Wealth Group
Am I Ready to RETIRE Questions You MUST Ask! #financialadvice #retirementinsights #podcast
0:20
Start Your Legacy Today: Build Wealth for Generations
Patria Wealth Group
Start Your Legacy Today: Build Wealth for Generations
1:05
Are You Ready for the SILVER TSUNAMI of Wealth  #financialadvice #podcast #financialplanning
Patria Wealth Group
Are You Ready for the SILVER TSUNAMI of Wealth #financialadvice #podcast #financialplanning
0:20
The Million-Dollar Mistake: Why You're Probably Paying Too Much in Taxes
Patria Wealth Group
The Million-Dollar Mistake: Why You're Probably Paying Too Much in Taxes
1:26
The Family Approach to Wealth Management
Patria Wealth Group
The Family Approach to Wealth Management
17:52
Anxiety Surrounding the Upcoming Election
Patria Wealth Group
Anxiety Surrounding the Upcoming Election
20:34
Market Risks and Retirement Planning
Patria Wealth Group
Market Risks and Retirement Planning
19:47
Protect Your Retirement: Avoid Financial Pitfalls Now!
Patria Wealth Group
Protect Your Retirement: Avoid Financial Pitfalls Now!
2:01
Emotional Attachment to Money and Sports Teams
Patria Wealth Group
Emotional Attachment to Money and Sports Teams
23:01
Navigating Open Enrollment for Medicare
Patria Wealth Group
Navigating Open Enrollment for Medicare
21:17
Social Security Secrets: Find Your Optimal Claiming Age | #SocialSecurity #Retirement  #MoneyTips
Patria Wealth Group
Social Security Secrets: Find Your Optimal Claiming Age | #SocialSecurity #Retirement #MoneyTips
1:53
Inflation Explained: Supply, Demand, and Your Wallet | #Inflation #Money #Finance #PersonalFinance
Patria Wealth Group
Inflation Explained: Supply, Demand, and Your Wallet | #Inflation #Money #Finance #PersonalFinance
0:44
Social Security Crisis: Your Future at Stake. What You Need to Know #socialsecurity #podcast
Patria Wealth Group
Social Security Crisis: Your Future at Stake. What You Need to Know #socialsecurity #podcast
0:36
Recession Ahead? Economist Nancy Lazar's Bold Prediction #NancyLazar #recession #financialadvice
Patria Wealth Group
Recession Ahead? Economist Nancy Lazar's Bold Prediction #NancyLazar #recession #financialadvice
0:33
Is Diversification the Holy Grail of Investing? #Diversification #financialfreedom #podcast
Patria Wealth Group
Is Diversification the Holy Grail of Investing? #Diversification #financialfreedom #podcast
1:41
Why McDonald's Prices Soar:The $25 Wages Dilemma #wagedilemma #inflation  #financialadvice  #podcast
Patria Wealth Group
Why McDonald's Prices Soar:The $25 Wages Dilemma #wagedilemma #inflation #financialadvice #podcast
0:44
Preparing for a Possible Recession
Patria Wealth Group
Preparing for a Possible Recession
17:45
Maximize Your Retirement Income with Tax Free IULs #retirementplanning #financialadvice
Patria Wealth Group
Maximize Your Retirement Income with Tax Free IULs #retirementplanning #financialadvice
1:35