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Archive: 2019 ()

008: Forbes Top Advisor Summit: Highlights from Industry Leaders

After presenting at the Forbes Top Advisor Summit in Las Vegas last week, Patti shares some highlights of what she learned from the nation’s thought leaders.

Posted 03/08/2019 06:00 AM

007: Market Crisis and Portfolio Recovery Rates

Patti will leave the listener with three actionable steps to implement during a market drawdown period to help aid in quicker portfolio recovery.

Posted 03/01/2019 06:00 AM

006: What to do When Crisis Hits

Patti shares the story of a family medical emergency that, by sheer luck, did not end in crisis… or worse…

Posted 02/15/2019 06:00 AM

005: Economic Outlook for 2019

Is America headed for a recession or is this economic expansion part of the typical business cycle?

Posted 02/01/2019 06:00 AM

004: Headlines and Havoc

In this episode, Patti and Michael Brennan discuss how to differentiate the “noise” from the “substance” in today’s headlines.

Posted 01/20/2019 06:00 AM

003: Man vs. Machine

There are many pros and cons to using these online tools – so why and maybe more importantly, when, is it the right time to seek out a professional?

Posted 01/06/2019 05:11 PM