Pat Vitucci, a leader in the financial services industry for more than 30 years, shares the message of his book “Don’t Invest and Forget™” through his radio program and live seminars throughout the Bay Area.
Five Reasons Not To Retire Early + Facing Tough Financial Realities
28 mins; January 13, 2024
Jack Stahl Fmr Coke CEO On Brand Leadership + 10 Worst Retirement Planning Mistakes To Avoid
26 mins; January 06, 2024
Ron Blue Splitting Heirs + Lucas DeWitt Consistency In Investing
28 mins; December 30, 2023
Elements Of A Good Financial Plan + How To Make That Nest Egg Last
26 mins; December 28, 2023
Joshua Graziani On Health Insurance + Lin Schribler Reimagine Retirement
29 mins; December 16, 2023
Jean Chatzkey Women & Investing + Steve Strauss On Small Business Success
27 mins; December 09, 2023
Bryan Caulkins Philosophy Of Investing + Dan Veto On Boomers & Retirement
34 mins; December 08, 2023
Retirement Planning Mistakes + Tanner Figaard On Insurance + Tips For A Happy 'Financial Marriage'
30 mins; November 25, 2023
Joel Everett Martail Arts Approach To Investing + Year End Planning Tips + 7 Reasons You Can Retire Poor
30 mins; November 18, 2023
CJ Davidson Proxy Way Of Giving + Can You Retire At 65 + 10 Worst Retirement Planning Mistakes
32 mins; November 11, 2023
Frank Parish On Estate Planning & Investing + Court Chynces On Recession Recovery
30 mins; November 06, 2023
Determining Your Net Worth + The Greatest Threat To Your Retirement + Brain Bravo On Executive Insurance
29 mins; October 28, 2023
Wayne Potter October Financial Planning + Fall Financial Check Up
27 mins; October 21, 2023
Market Update + Lucas DeWitt Consistency In Investing + The Honeymoon Phase Of Retirement
37 mins; October 14, 2023
Court Chynces Basics Of Financial Planning + 5 Steps As You Near Retirement + Retirement Plan Tune-Up
33 mins; October 10, 2023
Ideal Retirement Health + Long Term Care Insurance + Karen Owoc Living Healthy To Enjoy Retirement
31 mins; September 30, 2023
Tanner Frigaard On Insurance + Michael Gerber On Small Business & The Million Dollar Retirement
30 mins; September 23, 2023
Joanna Bravo On Life Insurance + Baby Boomer Retirement Challenges + 28 Retirement Mistakes
32 mins; September 16, 2023
Bryan Caulkins Philosophy of Investing + CJ Davidson Planning Vision
23 mins; September 09, 2023
CJ Davidson Wise Investing + Dave Bernard On Loving Retirement + 10 Retirement Planning Tips To Consider
31 mins; September 02, 2023
What's The Magic Number + 5 Hardest Things About Retirement + Elements of A Good Financial Plan
28 mins; August 26, 2023
Terry Savage Baby Boomer Planning + How To Enjoy Early Retirement + Long Term Care Insurance
31 mins; August 19, 2023
Ideal Retirement Health + Mary Buffett On The Tao Of Warren Buffett
35 mins; August 14, 2023
Market Update + Mark Olson On The Philosophy Of Money
35 mins; August 14, 2023
The Six Day Financial Makeover Robert Paglarini + Dan Milman on Money Discipline
25 mins; July 29, 2023
Summer Financial Planning + Tips For A Happy Financial Marriage + Dan Veto Boomers & Retirement
35 mins; July 22, 2023
How To Make That Nest Egg Last + Retiring In A Slow Economy + Understanding Your Insurance Needs
35 mins; July 15, 2023
14 Signs You Could Run Out Of Money In Retirement
27 mins; July 08, 2023
Developing A Retirement Plan + Bryan Bravo Executive Insurance + Marilyn Kennedy Evolving Workplace
34 mins; July 01, 2023
Tanner Frigaard On Insurance + Risks To Avoid In Retirement + Saving For Intermediary Needs
29 mins; June 26, 2023
Planning In A Recession + Marsha Brixby On Women & Investing
36 mins; June 17, 2023
Recovering From A Recession Court Chances + 10 Worst Retirement Mistakes To Avoid
30 mins; June 10, 2023
Market Update + How To Survive Turbulent Markets + Greatest Threats To Your Retirement
39 mins; June 09, 2023
Market Update + Mid-Year Financial Check Up + How To Better Enjoy Retirement
39 mins; May 27, 2023
Market Update + Timothy Clark Change In A Global Age
35 mins; May 25, 2023
Market Update + Paul & Sara Edwards Healthy Middle Class
34 mins; May 25, 2023
Market Update + Retirement Plan Tune Up + Karen Owoc Healthy Living To 100
40 mins; May 06, 2023
Market Update + 4 Steps To Building Your Portfolio
36 mins; April 29, 2023
Market Update + George Kinder The Human Side Of Money Planning
34 mins; April 22, 2023
Market Update + Sam Carpenter Organizing Your Business Life + Terry Ann Black Organizing Your Personal Life
35 mins; April 15, 2023
Market Update + Ideal Retirement Health + Frank Parish On Estate Planning
35 mins; April 08, 2023
Market Update + Joseph Matthews on Long Term Care
41 mins; April 01, 2023
Market Update + Listener E-mail
36 mins; March 31, 2023
Market Update + How To Address The Emotional Side Of Investing
34 mins; March 18, 2023
Market Update + Karen Owoc On Heart Health
37 mins; March 11, 2023
Market Update + Robert Shemin Steps To Success + Retirement Mistakes People Make
35 mins; March 04, 2023
Market Update + Retirement Plan Tune Up + Jean Chatskey On Women & Investing + Julie Morganstern Organizing Your Financial Life
37 mins; February 28, 2023
Market Update + Michael Hatfield on Real Estate + Retirement Planning For Women
47 mins; February 18, 2023
Market Update + Bob Fitzgerald On Sports + Steve Strauss Small Business + Is It Ok To Borrow From IRA To Pay Off Debt
47 mins; February 11, 2023
Market Update + Rookie Investors + Honeymoon Phase Of Retirement
33 mins; February 04, 2023
Market Update + 8 Ways Emotion Kills Investments + 5 Reasons Not To Retire Early + 5 Steps As You Near Retirement
