Quantcast

Archive: 2021 ()

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 07/30/2021 05:00 AM

075: What Issues Should Be Considered When Getting Married?

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 07/16/2021 05:00 AM

074: What Issues Should Be Considered When Buying A Home?

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 07/02/2021 05:00 AM

073: Implications of Biden’s Tax Proposal: The American Families Plan

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 06/18/2021 05:00 AM

072: What Advice Do You Have for College Grads Just Starting Out? 3 Top Strategies to Get Started Off Right!

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 06/04/2021 05:00 AM

071: Leadership through COVID Crisis with Chester County Penn Medicine Hospital CEO, Michael Duncan

Patti and Michael discuss the multitude of challenges that he faced during the worst global pandemic in our lifetime.

Posted 05/21/2021 05:00 AM

070: Leadership through Change: Insights from Michael Duncan, CEO Chester County Penn Medicine Hospital

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 05/07/2021 05:00 AM

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 04/23/2021 05:00 AM