Recent Posts
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audio 53:32
080: Alzheimers Disease - America's Health...
Patti welcomes Dr. Jason Karlawish, co-Director of the Penn Memory Center, and author of “The Problem of Alzheimer’s – How Science, Culture, and Politics Turned a Rare Disease into a Crisis and What We Can Do About It”.
Posted by Patti Brennan, 09/24/2021 03:00 AM
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audio 12:56
079: Resources for Parents of a Special Ne...
In this episode, Patti addresses another important question asked by her clients. “I have a child/grandchild with special needs, what resources are out there that can assist me in providing and maintaining a good quality of life for him/her?”
Posted by Patti Brennan, 09/10/2021 03:00 AM
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audio 55:49
078: America’s Economic Imbalance and Risi...
Patti meets with her Chief Planning Officer, Eric Fuhrman, to discuss concerns most Americans have right now regarding rising inflation.
Posted by Patti Brennan, 08/27/2021 03:00 AM
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audio 25:12
077: America’s Small Businesses – Can They...
In this episode, Patti interviews four different consumers in different demographics to discover their favorite small businesses
Posted by Patti Brennan, 08/13/2021 03:00 AM
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audio 25:52
076: Covid and Courage - A Nation in Recovery
This is the “wrap up” episode of last year’s Covid – 19 series entitled Covid and Courage.
Posted by Patti Brennan, 07/30/2021 03:00 AM
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audio 09:10
075: What Issues Should Be Considered When...
In this episode, Patti addresses one of the most frequently asked questions by her clients…My son/daughter is getting married, “What issues should we discuss with them to better prepare them to be financially secure?”
Posted by Patti Brennan, 07/16/2021 03:00 AM
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audio 11:32
074: What Issues Should Be Considered When...
In this episode, Patti addresses the first issue of how to come up with a down payment and what, specifically, the lenders are looking at.
Posted by Patti Brennan, 07/02/2021 03:00 AM
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audio 41:10
073: Implications of Biden’s Tax Proposal:...
Patti and Bill share how high net worth individuals, corporations and anyone with an estate plan that involves gifting and Trusts will learn a few surprises that may come with the President’s new tax proposal.
Posted by Patti Brennan, 06/18/2021 03:00 AM
