Great real world examples of why you shouldn’t let emotion get in the way of good decision making.
Posted 12/24/2018 03:31 AM
In this episode Patti Brennan and Eric Fuhrman discuss Year End Tax Strategies, Roth IRA’s, Tax Loss Harvesting, QCD’s, 529 Contributions, Roth Conversions and much more.
Posted 12/07/2018 07:34 PM
The Patti Brennan Show is a podcast dedicated to helping improve your net worth by sharing simple yet powerful concepts that anyone can implement with concrete, actionable steps. Hosted by one of the nation’s top ranked financial advisors by both Forbes and Barron’s, Patti Brennan is excited to offer valuable insight to both the novice as well as the seasoned investor. “Listeners will hear from industry thought leaders that most people don’t have access to – and learn how to grow their assets to live their very best lives!
Authors: Patti Brennan , Doug Taylor
Topics:
Wow! This is indeed massive and truly an insightful and comprehensive compilation…
