Recent Posts
-
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 06:00 AM
-
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 06:00 AM
-
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 06:00 AM
-
audio 06:46
072: What Advice Do You Have for College G...
This episode is next in the new podcast series, #AskPattiBrennan – a series of episodes in which Patti answers one of her listener’s frequently asked questions.
Posted by Patti Brennan, 06/04/2021 06:00 AM
-
audio 25:56
071: Leadership through COVID Crisis with ...
Patti and Michael discuss the multitude of challenges that he faced during the worst global pandemic in our lifetime.
Posted by Patti Brennan, 05/21/2021 06:00 AM
-
audio 24:54
070: Leadership through Change: Insights f...
Patti and Michael discuss the challenges his leadership faced, how he overcame them, and led them through the biggest expansion and future acquisition of the Hospital by Penn Medicine.
Posted by Patti Brennan, 05/07/2021 06:00 AM
-
audio 15:29
069: What Documents Should I Keep?
In the first episode of the new #AskPattiBrennan podcast series, Patti answers one of her listener’s frequently asked questions.
Posted by Patti Brennan, 04/23/2021 06:00 AM
-
audio 37:39
068: The Fiscal Stimulus and The Output Ga...
Patti meets with her Chief Planning Officer, Eric Fuhrman, to discuss the recent fiscal stimulus packages and the effect they have on the nation’s output gap.
Posted by Patti Brennan, 04/09/2021 06:00 AM
