This is Pat Haggerty with Larchmont Wealth. One of the most talked about topics within financial planning is whether or not it is better to separate your bank and brokerage accounts from your spouse or your partner, or...
Welcome to Investment Academy
Finance Made Simple: A Wealth of Knowledge by Pat Haggerty
Investment Insights and Money Tips from 20+ years as a Financial Advisor in New York.
I’m a financial educator, creating content to help make the complex world of finance and investment understandable in the simplest terms possible. Investing is complicated, and education and empowerment are key to move past fear and uncertainty. Knowledge is power – feel confident taking control of your financial future! Continue educating yourself on your investment journey.
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Wealth Management & Retirement Planning
Fiduciary Financial Advisor
What is a fiduciary? Everyone hears this word. A fiduciary is a person that has a registration. They are registered as a fiduciary and that person has an obligation to choose Investments that are the best for the...
Fixed Income & Bonds
Larchmont Wealth welcomes Frances McKenna
This is Pat Haggerty with Larchmont Wealth. I am here today with a very special guest, the newest addition to our team at Larchmont Wealth, Frances McKenna. Frances, you are a longtime fixed income and bond investor....
Retirement Planning
401K FRIDAYS: THE “ONE WORD” CHALLENGE
All right Josh it's 401K Fridays, the challenge for this one, tell me the number one reason in your opinion for using a 401k plan in just one word? Taxes. Okay, I very much agree with you, tell me why. Simply put, the...
401k FRIDAYS: DON’T PASS UP THE EMPLOYER MATCH
We're here again today, Josh it is 401K Fridays, and my question for today is in the simplest terms possible, what is a 401k plan employer match? Sure, a 401k employer match is when the employer contributes money into...
Private Equity
Videos coming soon
Education Savings Plans (529s)
Bridget’s Bucks Making a Million Dollars in The Stock Market
This is Pat Haggerty with Larchmont Wealth and I'm here again today for another episode of Bridget’s Bucks. Okay and today I'm going to teach Bridget how you can make a million dollars in the stock market. You ready?...
Bridgets Bucks Compound Growth
This is Pat Haggerty with Larchmont Wealth and I'm Bridget and this is another episode of Bridget's Bucks. If you only teach your kids one investing concept, make it compound growth. Compound growth is when you earn...
FAQs: Working with a Financial Advisor
What are the Steps to Hire a Financial Advisor
https://www.youtube.com/watch?v=8m4sLtXn770 What are the steps of finding and hiring a financial advisor? Step number one is to look around. You could look with family and friends for a recommendation, you could look on social media, you could look online. Once...
Fiduciary Financial Advisor
https://www.youtube.com/shorts/HL8PuvsxaeA What is a fiduciary? Everyone hears this word. A fiduciary is a person that has a registration, they are registered as a fiduciary, and that person has an obligation to choose Investments that are the best for the...
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Financial News
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