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audio 41:10 073: Implications of Biden’s Tax Proposal: The American Families Plan

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 Grads Just Starting Out?  3 Top Strategies to Get Started Off Right!

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 Chester County Penn Medicine Hospital CEO, Michael Duncan

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 from Michael Duncan, CEO Chester County Penn Medicine Hospital

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?

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 Gap - A Messy Art Form

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

audio 29:13 067: Sustainable Investing and Government Policies presented by Schroders

067: Sustainable Investing and Government ...

In part two of this two-part episode, Patti continues her conversation with Sarah Bratton Hughes, the Head of Sustainability at North America for Schroders.

Posted by Patti Brennan, 03/26/2021 06:00 AM

audio 23:01 066: Sustainable Investing - Pro Tips from Sarah Bratton Hughes of Shroders

066: Sustainable Investing - Pro Tips from...

In today’s episode, Patti is joined by Sarah Bratton Hughes, the Head of Sustainability at North America for Shroders.

Posted by Patti Brennan, 03/12/2021 06:00 AM