Recent Posts
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audio 11:15
088: Issues to Consider Before Updating An...
Patti guides the listener through a checklist of important items to keep in mind before updating or changing certain parts of your estate plan. She also reveals what the best legal tools are to protect yourself and those you love from expensive tax impli
Posted by Patti Brennan, 01/14/2022 11:00 AM
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audio 25:30
087: Teaching Kids About Money
Patti sits down with Key Financial Planning and Portfolio Consultant, Sam Baez, to learn the secrets to his success in educating his own small children about the value of money.
Posted by Patti Brennan, 12/31/2021 11:00 AM
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audio 23:51
086: VAL (Virtual Assisted Living) with MI...
In the second of a two-part series, Patti welcomes back Dr. Joseph Coughlin PhD, Director of the MIT AgeLab.
Posted by Patti Brennan, 12/17/2021 11:00 AM
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audio 33:29
084: Tackling Life with Kevin Reilly
Patti welcomes special guest, Kevin Reilly to the show.
Posted by Patti Brennan, 11/19/2021 11:00 AM
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audio 52:13
083: Biden's New Tax Proposal
Patti meets with her Chief Planning Officer, Eric Fuhrman, to unravel the intricacies of Biden’s New Tax proposal, the Build Back Better Plan.
Posted by Patti Brennan, 11/05/2021 10:00 AM
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audio 34:42
082: It’s Time for Medicare Open Enrollment!
Patti and Eric carefully dissect the nuances of each Plan, while also reminding the listener of dates in the timeline to be aware of.
Posted by Patti Brennan, 10/22/2021 11:00 AM
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audio 10:08
081: Issues to Consider When Moving Out of...
Patti guides the listener through a checklist of important items to keep in mind before making the big move, to better understand the rules when establishing state residency to fight potential tax audits.
Posted by Patti Brennan, 10/08/2021 11:00 AM
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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 11:00 AM
