Patria Wealth Group

Patria Wealth Group Helping Families Simplify Retirement & Legacy Planning
Insurance | Wealth Managment | Legacy Planning
Family First Podcast & Radio Show
đź“ŤNationwide

06/01/2026

Hidden fees in your 401(k) could be quietly draining your future—without you ever noticing.

Even a fraction of a percent in extra costs can snowball into tens of thousands lost over time. That’s the power of compounding… working against you.

A 401(k) X-Ray reveals what’s really happening beneath the surface:

Where hidden fees are eating into your returns

How those costs impact your long-term growth

Smarter ways to optimize and strengthen your portfolio

If you’re serious about your financial future, guesswork isn’t good enough.

Get the clarity you deserve. Run your 401(k) through the Family First Plan today

If you have been waiting for a reason to get out on the course this season, this is it.Registration is now open for the ...
05/28/2026

If you have been waiting for a reason to get out on the course this season, this is it.

Registration is now open for the 2nd Annual Patria Wealth Group Golf Outing, and this is not just another round of golf. It is a chance to be part of something that actually matters.

Every spot on the course helps support Bets4Vets, an organization dedicated to creating real opportunities for veterans. That means your day of golf directly contributes to something bigger than the game.

Last year filled quickly, and the energy, competition, and purpose made it unforgettable. This year, we are raising the bar.

Join us for a day of great golf, meaningful connections, and a shared mission to give back.

Spots are limited and once they are gone, they are gone.

Reserve your spot now: https://bet4vet.com

Be there. Make it count

05/27/2026

If you think financial advisors are only for the ultra wealthy, you are wrong.

Stop trusting the internet with your future.
You would not fix a broken arm from a video, so why are you trying to DIY your retirement?

If you have saved $2, $200K, $2M that is years of hard work on the line. Guessing is not a strategy. Hoping is not a plan.

You do not need millions to get real guidance. You need the right team.

At Patria Wealth Group, we take what you have built and turn it into a clear, confident path forward.

Stop gambling with your legacy.

What if the best time to plan your exit is when everything is going right?Most business owners wait. Revenue is strong, ...
05/26/2026

What if the best time to plan your exit is when everything is going right?

Most business owners wait. Revenue is strong, growth feels steady, and there is no pressure to make a move. So planning gets pushed to later.

But here is the reality: transitions rarely happen on your timeline. They happen when life, markets, or opportunities shift unexpectedly. And in those moments, preparation is not optional. It is everything.

If selling your business is even a distant possibility, the smartest move is to start understanding your options now while you still have full control.

At Patria Wealth Group, we help business owners turn uncertainty into strategy so when the time comes, you are ready.

Start the conversation today. Your future exit deserves more than a last minute plan.

More retirees are going back to work just to keep up with inflation.But working in retirement could reduce your Social S...
05/21/2026

More retirees are going back to work just to keep up with inflation.

But working in retirement could reduce your Social Security benefits if you claim too early.

Here’s what most people don’t know:
In 2026, if you collect Social Security before Full Retirement Age and earn more than $24,480, Social Security withholds $1 for every $2 over the limit.

If you reach Full Retirement Age in 2026, the limit increases to $65,160.

The good news:

Once you reach Full Retirement Age, the earnings penalty disappears completely.
Important:

This only applies to wages and self employment income.

It does not apply to:
• IRA withdrawals
• Investment income
• Pensions
• Rental income

Most people find this out after it costs them money.

05/19/2026

“They were our friends.”

That’s what they said after 15 years with the same advisor.

Every question about fees got brushed off.
Every concern about the market was dismissed.

When we finally reviewed everything together, they realized something painful:

Their advisor was protecting their income more than their future.

Comfort does not equal trust.
And loyalty should never cost you financial clarity.

If you’ve been with the same advisor for years, ask yourself:

Are they protecting your money or their paycheck?

Message us for a complimentary second opinion.

Ladies, standard retirement advice wasn't built for you. And ignoring the gaps could cost you everythingMost financial p...
05/18/2026

Ladies, standard retirement advice wasn't built for you. And ignoring the gaps could cost you everything

Most financial planning tools use a one-size-fits-all model. But here is the reality: women face an average of three additional years of living expenses compared to men, often with smaller retirement accounts due to the wage gap and caregiving breaks.

Hoping for the best is not a financial strategy. You deserve a personalized plan that honors your longevity, protects your assets, and funds your ideal retirement.

Don't let your future happen by accident. Click below to read the critical retirement realities every woman needs to know right now.

https://patriawealth.com/the-retirement-reality-women-cant-afford-to-ignore/

George and Jarred are excited to announce that applications for the Patria Wealth Group Fall Internship Program are offi...
05/15/2026

George and Jarred are excited to announce that applications for the Patria Wealth Group Fall Internship Program are officially open.

At Patria Wealth Group, we believe success starts with people. Over the years, our interns have become an important part of our culture, our growth, and our family. We are proud to provide young professionals with the opportunity to gain real world experience, build meaningful relationships, and grow alongside a team that is committed to mentorship and development.

As our firm continues to grow, we are looking to expand the Patria family with driven, motivated, and ambitious students who are ready to take the next step in their professional journey.

If you are looking for hands on experience inside a fast growing wealth management firm and want to learn from professionals who are passionate about helping others succeed, we encourage you to apply.

Applications are now open for Fall 2026.

Apply here:https://app.joinhandshake.com/public/jobs/11051789?utm_source=web&utm_campaign=job_share&utm_medium=copy_link&utm_content=emp-copy_link-job_page

Please share this post with students, recent graduates, or anyone who may be interested in joining the Patria family.

05/14/2026

If the fear of running out of money keeps you awake at night, this is for you.

The people who retire with guaranteed income streams and pensions live nearly 20% longer than those who don’t.

That’s not luck. That’s peace of mind.

For 30 or 40 years, you worked hard knowing a paycheck would hit your account every single week. There was comfort in certainty. Stability in knowing your income was there no matter what.

Then retirement comes and suddenly the question becomes…

Will my money last?

The stress of uncertainty affects more than your finances. It affects your health, your relationships, and your ability to enjoy the life you spent decades building.

That’s why creating reliable lifetime income matters.

Knowing money is coming in every month for the rest of your life changes everything. It gives you freedom. Confidence. Security. It allows you to stop worrying and start living.

Retirement should not feel like financial survival.
It should feel like peace.

If you want a retirement plan designed to create lasting income and real confidence for the future, send us a message with the word RETIREMENT and let’s build a strategy that helps you sleep better at night.

George and Leslie recently had the opportunity to attend an event at Mar-a-Lago in Palm Beach, Florida, where they liste...
05/12/2026

George and Leslie recently had the opportunity to attend an event at Mar-a-Lago in Palm Beach, Florida, where they listened to Donald Trump Jr. speak on current events, business, and leadership.

No matter where you stand politically, moments like these offer a unique chance to hear perspectives firsthand, engage in meaningful conversation, and experience the energy of a major public gathering.

From the beautiful Palm Beach setting to the engaging discussions throughout the evening, it was certainly a memorable experience and an opportunity to connect with people from many different backgrounds and industries.

Address

501 Silverside Road Suite 31
Wilmington, DE
19809

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+13025959339

Website

https://omny.fm/shows/family-first-retirement

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