Finance Rules: EBW Financial News Radio

September 5episode

Health Care + Finance: iHeart Radio Host Pat Rullo gains insight from CFP Bryan Beatty

“When it comes to good health, having a healthy retirement plan is key,” knows Pat Rullo, host of the radio show, Speak Up and Stay Alive.

in this podcast interview, the woman who speaks to audiences around the country about the hazards of hospital stays, how to survive them, and the importance of having a health care advocate — interviewed Certified Financial Planner Bryan Beatty about how to plan ahead so you’ll be able to cover health care costs in the future.

Pat asked Bryan:

  • What are the top 3 things we need to do to get our retirement plan in good shape?
  • You write a lot about behavioral finance, and why people aren’t so good at keeping their emotions at bay.
  • What are some of the problems you see, and what can we do to curve our instinct to react to the markets?
  • You also write about the ability to tolerate risk. What can we do to get a handle on this?
  • And that’s just the beginning.

Download the podcast interview now!

And be sure to learn more from Bryan at his websites,, and

Bryan Beatty, CFP®, AIF®, is a partner at the Northern Virginia financial services firm Egan, Berger & Weiner LLC. He has 23 years of experience in the financial industry as the principal of an independent financial services firm with a focus on all aspects of investment and retirement planning. A graduate of the University of Maryland with a BS in Finance, Beatty is the former president of the Finance, Banking and Investment Society. He is also an active member of the Financial Planning Association’s Career Development and College Outreach Committees. An avid lifelong musician, Bryan plays guitar and writes music in his spare time and occasionally plays area venues. Originally from Baltimore, Maryland, Bryan has lived in Northern Virginia since 1992. More here.

Part Rullo is an insurance industry expert who has served on the advisory boards of New York Life Insurance Company and Transamerica Life Insurance Company. Author of numerous business magazine articles, she has also written several books: “Worksite Marketing—A Promise to Deliver,” “Succeed With Style,” and “When Daddy Plays Golf,” in addition to “Speak Up and Stay Alive.” For her own health, Pat makes time for daily contemplation in her pink kayak at her summer home on the Chagrin River in Ohio and does tai chi in the desert at her winter home in the Superstition Mountains of Arizona. More here.

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