Recent Posts

audio 20:16 004: Headlines and Havoc

004: Headlines and Havoc

In this episode, Patti and Michael Brennan discuss how to differentiate the “noise” from the “substance” in today’s headlines.

Posted by Patti Brennan, 01/20/2019 05:00 AM

audio 21:00 003: Man vs. Machine

003: Man vs. Machine

There are many pros and cons to using these online tools – so why and maybe more importantly, when, is it the right time to seek out a professional?

Posted by Patti Brennan, 01/06/2019 04:11 PM

audio 41:48 002: Investing with Emotion

002: Investing with Emotion

Great real world examples of why you shouldn’t let emotion get in the way of good decision making.

Posted by Patti Brennan, 12/23/2018 09:31 PM

audio 34:11 001: Year End Tax Planning Tips

001: Year End Tax Planning Tips

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 by Patti Brennan, 12/07/2018 01:34 PM