Recent Posts
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audio 28:07
011: Optimizing Cost Saving Opportunities ...
Patti and her Chief Planning Officer discuss how assets have no impact on eligibility to get a premium tax credit under the ACA – a little known fact!
Posted by Patti Brennan, 04/12/2019 06:00 AM
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audio 33:08
010: New Tax Law Changes That Will Benefit...
Patti strategizes with one of the Philadelphia area top CPAs, Bruce Boylston of Rothman, Boylston LLC.
Posted by Patti Brennan, 03/29/2019 06:00 AM
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audio 34:15
009: New Tax Laws for 2019 - Money Making ...
Patti and Bruce break down the complexities of the New Tax Law into easily comprehensible tips and strategies – just in time for the filing deadline!
Posted by Patti Brennan, 03/15/2019 06:00 AM
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audio 20:53
008: Forbes Top Advisor Summit: Highlights...
After presenting at the Forbes Top Advisor Summit in Las Vegas last week, Patti shares some highlights of what she learned from the nation’s thought leaders.
Posted by Patti Brennan, 03/08/2019 06:00 AM
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audio 30:58
007: Market Crisis and Portfolio Recovery ...
Patti will leave the listener with three actionable steps to implement during a market drawdown period to help aid in quicker portfolio recovery.
Posted by Patti Brennan, 03/01/2019 06:00 AM
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audio 11:13
006: What to do When Crisis Hits
Patti shares the story of a family medical emergency that, by sheer luck, did not end in crisis… or worse…
Posted by Patti Brennan, 02/15/2019 06:00 AM
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audio 35:45
005: Economic Outlook for 2019
Is America headed for a recession or is this economic expansion part of the typical business cycle?
Posted by Patti Brennan, 02/01/2019 06:00 AM
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audio 20:16
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 06:00 AM
