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047: Covid and Courage - Are Students Heading Back to College in the Fall?

In this special edition series of the Covid – 19 discussion entitled Covid and Courage, Patti addresses the questions plaguing parents and students all over our nation.

Posted 06/19/2020 05:00 AM

046: Covid and Courage - What if I Just Retired?

In this special edition series of the Covid – 19 discussion entitled Covid and Courage, Patti addresses the reality that so many in our nation are experiencing right now. 

Posted 06/05/2020 05:00 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 05:00 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 05:00 AM

019: Selling Your Business

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

Posted 07/05/2019 05:00 AM

015: MIT Age Lab – Inventing Tomorrow

The last episode of the 3-part series, Patti circles back with John Diehl of the Hartford Funds.

Posted 05/10/2019 05:00 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 05:00 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 05:00 AM