Podcast, Blogs and press release

Weeding Out the Investment Weeds
By Jessica Lanning, JD, CFP® I thought weeding was the lowest of all tasks, yet I was, relegated to pulling weeds. I’ve never been one for yard work. A city kid to the core, I love that great swaths of concrete and rock gardens free me to do...

Lectures of Love
By Jessica Lanning, JD, CFP® Last week I got The Lecture from my physical therapist. I was whining about doing all these exercises, how managing an older body takes up too much time, how youth is wasted on the young, and how I fear I’ll...

When Your Portfolio Catches COVID
By Jessica Lanning, JD, CFP® I got COVID for the second time about a week ago. I am fine because I’m here writing this blog post. I had a bad case of sniffles and a runny nose for two days, and then I was pretty much back to normal. ...
Selling Real Estate with Rising Interest Rates with Maria Quattrone
Maria Quattrone, a native of Philadelphia, is the distinguished Founder and CEO of Maria Quattrone and Associates RE/MAX @ HOME and Motto Mortgage Expert Solutions. With a prosperous career in real estate spanning nearly two decades, Maria has...

How Should Inflation Be Measured with Michael Kelly
Michael Kelly - Michael Kelly has over a decade of expertise in banking technology and transforming organizations holistically across people, processes, and technology. Areas of focus include agile coaching, product management, project...

The 529 Plan: Your Pet Rat
By Jessica Lanning, JD, CFP® Over the course of my children’s tender years, we had five pet rats. Two at first, and then three replaced those. All rescues (yes, rat rescues are a real thing). Rats are billed as “perfect pets.” They don’t...
Watch and listen to Brett Swarts
Brett’s Podcast and Other Media Appearances

Weeding Out the Investment Weeds
By Jessica Lanning, JD, CFP® I thought weeding was the lowest of all tasks, yet I was, relegated to pulling weeds. I’ve never been one for yard work. A city kid to the core, I love that great swaths of concrete and rock gardens free me to do...

Lectures of Love
By Jessica Lanning, JD, CFP® Last week I got The Lecture from my physical therapist. I was whining about doing all these exercises, how managing an older body takes up too much time, how youth is wasted on the young, and how I fear I’ll...

When Your Portfolio Catches COVID
By Jessica Lanning, JD, CFP® I got COVID for the second time about a week ago. I am fine because I’m here writing this blog post. I had a bad case of sniffles and a runny nose for two days, and then I was pretty much back to normal. ...

The 529 Plan: Your Pet Rat
By Jessica Lanning, JD, CFP® Over the course of my children’s tender years, we had five pet rats. Two at first, and then three replaced those. All rescues (yes, rat rescues are a real thing). Rats are billed as “perfect pets.” They don’t...
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