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audio 33:08 010: New Tax Law Changes That Will Benefit You When Filing Your Corporate Return

010: New Tax Law Changes That Will Benefit...

Patti strategizes with one of the Philadelphia area top CPAs, Bruce Boylston of Rothman, Boylston LLC.

Posted by Patti Brennan, 03/29/2019 06:00 AM

audio 34:15 009: New Tax Laws for 2019 - Money Making Tips for Individuals

009: New Tax Laws for 2019 - Money Making ...

Patti and Bruce break down the complexities of the New Tax Law into easily comprehensible tips and strategies – just in time for the filing deadline!

Posted by Patti Brennan, 03/15/2019 06:00 AM

audio 20:53 008: Forbes Top Advisor Summit: Highlights from Industry Leaders

008: Forbes Top Advisor Summit: Highlights...

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 by Patti Brennan, 03/08/2019 06:00 AM

audio 30:58 007: Market Crisis and Portfolio Recovery Rates

007: Market Crisis and Portfolio Recovery ...

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

Posted by Patti Brennan, 03/01/2019 06:00 AM

audio 11:13 006: What to do When Crisis Hits

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 by Patti Brennan, 02/15/2019 06:00 AM

audio 35:45 005: Economic Outlook for 2019

005: Economic Outlook for 2019

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

Posted by Patti Brennan, 02/01/2019 06:00 AM

audio 20:16 004: Headlines and Havoc

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 by Patti Brennan, 01/20/2019 06:00 AM

audio 21:00 003: Man vs. Machine

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 by Patti Brennan, 01/06/2019 05:11 PM