Patriot Asset Advisors

05/14/2026

Your W-4 determines how much tax is taken out of every paycheck — but most people never review it after day one.

A quick adjustment could impact your monthly cash flow and your tax refund next year.

💬 When was the last time you checked yours?

05/13/2026

This week’s Money Minute, is featuring Bob Seger!

Link to listen to this episode: https://audio.wnko.com/Money%20Minute%20Recent%20Episode/MONDAY%20MONEY%20MINUTE%20051126%20SEGER.mp3

05/07/2026

Tax filing day is over — and before you spend that refund, it may be worth asking:

👉 What’s the smartest way to use it?

In our latest video, we break down 5 financial moves to consider with your 2025 tax return, including:

✔️ Fixing your tax withholding
✔️ Funding IRAs and HSAs
✔️ Building an emergency fund
✔️ Paying down high-interest debt
✔️ When Roth conversions may make sense

A tax refund can be more than just “extra money” — it can be an opportunity to strengthen your financial future heading into 2026.

🎥 Watch the video here: [Insert Video Link]

💬 Question for you:
What’s YOUR usual approach with a tax refund?

Save it?
Invest it?
Pay down debt?
Treat yourself a little? 😄

Drop your answer in the comments below.

Wondering what to do with your tax refund in 2026?In this video, Michael Allman of Patriot Asset Advisors walks through 5 smart financial moves to consider w...

05/01/2026

Market risk doesn’t disappear the day you retire — in many ways, it becomes more dangerous.

Sequence of returns risk, portfolio volatility during withdrawal years, and the emotional challenge of watching your savings fluctuate can all threaten a comfortable retirement.

In this clear, practical video, we walk through five proven strategies to manage market risk while maintaining reliable income:

• Cash buffers for short-term needs
• The Bucket Strategy for structured protection
• Diversification and income-focused investments
• Flexible withdrawal approaches

Strong retirement plans balance growth, income, and protection. Planning ahead and staying disciplined makes all the difference.

If you're a pre-retiree or retiree concerned about how market swings could impact your lifestyle, I’d be happy to review your current plan.

Comment “CHECKUP” or reach out to schedule a no-obligation retirement strategy session with Patriot Asset Advisors.

04/30/2026

Can you relate to this? The good news is, instead of being passive about your future retirement, you can do something about it now. With some planning and guidance from an experienced Financial Advisor, you can put a plan into action.

We offer a Complimentary Retirement Checkup that will show you the likelihood of achieving a comfortable retirement. You can schedule your checkup here: https://patadvisors.com/Free-Retirement-Checkup.html
Or you can call us: 614.944.5225.

04/22/2026

This week’s Money Minute, is about Adele!

Link to listen to this episode: https://audio.wnko.com/Money%20Minute%20Recent%20Episode/MONDAY%20MONEY%20MINUTE%20042026%20ADELE.mp3

04/15/2026

This week on Money Minute, we talk about the 1980’s group, Autograph!

Link to listen to this episode: https://audio.wnko.com/Money%20Minute%20Recent%20Episode/MONDAY%20MONEY%20MINUTE%20041326%20AUTOGRAPH%202.mp3

04/08/2026

Something to think about when pondering retirement!

You can can find us: https://patadvisors.com/
Or reach us by phone: 614.944.5225

04/03/2026

Happy Easter from all of us here at Patriot Asset Advisors!

04/01/2026

This episode of Money Minute is about 80's artist Peter Gabriel!

Link to listen to Money Minute: https://audio.wnko.com/Money%20Minute%20Recent%20Episode/MONDAY%20MONEY%20MINUTE%20033026%20PETER%20GABRIEL.mp3

03/25/2026

Have you started preparing for your future retirement?

You can can find us: https://patadvisors.com/
Reach us by phone: 614.944.5225