Recent Posts
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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 03:00 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 03:00 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 03:00 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 03:00 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 03:00 AM
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audio 21:00
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 02:11 PM
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audio 41:48
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 07:31 PM
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audio 34:11
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 11:34 AM
