About The Enrich Your Journey Podcast

Nearly 70% of people over 65 will need long-term care. In this episode, Brant Steck joins Patrick to discuss care options, rising costs, and smart financial planning tips you need to know.

Thinking about selling your business? Discover three critical strategies to maximize its value, streamline the transition, and set yourself up for a successful exit. Don't miss this essential guide to preparing for the sale of your business!

What happens to the stock market during a Presidential election year? In this episode, I address historical trends of the S&P 500 around the U.S. Presidential election year.

An interview w/ serial entrepreneur Rick DeStefane. Rick owns 115 businesses and growing! If you aspire to become an entrepreneur or are one currently but want to elevate your game, listen as we dive into the mindset of Rick.

 On this "Minutes on Money" episode, we're talking all things 529 plans - the ultimate tool for saving and paying for higher education. 

Maximize Your Tax Savings with Donor Advised Funds! Learn how to save money on taxes while making a difference in the world. 

In this short video, I introduce this retirement (and legacy planning) strategy and the benefits of Roth IRAs including whether or not they may be beneficial for you. 

 In 10 minutes, I share with you SIX important tasks that you can and should complete to better your financial future, this year.  You got this!