Quantcast

Tag: Wealth management ()

024: Why You Shouldnt Budget!

Patti and her Chief Planning Officer, Eric Fuhrman, discuss some easy, less constrictive ways to save money and allocate it in a way that might help the listener reach their goals faster than ever imagined.

Posted 09/13/2020 06:00 AM

022: Risky Behavior

Patti Brennan and her Chief Investment Officer, Brad Everett, reveal three specific examples of what they look for in choosing investments for their clients’ portfolios.

Posted 08/16/2019 06:00 AM

021: Estate Planning Mistakes

In this episode, Patti sits with Stacey Willits McConnell, Chair of the Estate Planning Department at Lamb, McErlane in West Chester.

Posted 08/02/2019 06:00 AM

019: Selling Your Business

Have you done your due diligence to sell your business and get the maximum value?

Posted 07/05/2019 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