Jun 16, 2026
Estate planning can feel overwhelming, but it doesn’t have to be. In this episode of Small Talks for Big Change, we sit down with Joaquin Jacquez, Patelco’s Specialized Accounts Specialist, to demystify trusts, wills, and what really happens to your accounts when someone passes. Joaquin breaks down key roles like...
Jun 1, 2026
Elder fraud is on the rise, and the impact goes beyond finances. In this episode, host Andrew Farrell sits down with Michele Enriquez and Mark Southon to explore how scams happen and why older adults are often targeted. Michele shares a powerful personal story of a loved one impacted by fraud, while Mark offers expert...