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audio 37:07 022: Risky Behavior

022: Risky Behavior

Patti Brennan and her Chief Investment Officer, Brad Everett, reveal three specific examples of what they look for in choosing investments for their clients’ portfolios.

Posted by Patti Brennan, 08/16/2019 05:00 AM

audio 20:58 021: Estate Planning Mistakes

021: Estate Planning Mistakes

In this episode, Patti sits with Stacey Willits McConnell, Chair of the Estate Planning Department at Lamb, McErlane in West Chester.

Posted by Patti Brennan, 08/02/2019 05:00 AM

audio 29:17 020: Don't Get Hacked!

020: Don't Get Hacked!

Did you know that there is a cybersecurity attack every 39 seconds? Since 2013, there are almost 4 million records stolen from security breaches every single day!

Posted by Patti Brennan, 07/19/2019 05:00 AM

audio 27:01 019: Selling Your Business

019: Selling Your Business

Have you done your due diligence to sell your business and get the maximum value?

Posted by Patti Brennan, 07/05/2019 05:00 AM

audio 33:57 018: Preparing Your Business For Sale

018: Preparing Your Business For Sale

How often have you thought about selling your business? There are specific strategies you need to know to set your business up to get the maximum value.

Posted by Patti Brennan, 06/21/2019 05:00 AM

audio 31:16 017: What Are Top Advisors Saying About The Markets?

017: What Are Top Advisors Saying About Th...

Are the tariffs on China going to harm the average American consumer? Listen to what is discussed at these exclusive events and what actionable steps they are suggesting.

Posted by Patti Brennan, 06/07/2019 05:00 AM

audio 24:55 016: Having The Conversation with Mom and Dad

016: Having The Conversation with Mom and Dad

When is the “right” time to have the difficult conversation with Mom and Dad about driving, or moving, or any other important decision as they age?

Posted by Patti Brennan, 05/24/2019 05:00 AM

audio 31:35 014: Life Divided Into 8000 Day Segments – Where Are You Now?

014: Life Divided Into 8000 Day Segments –...

In this second episode of the 3-part series, Patti is once again joined by John Diehl of the Hartford Funds to discuss MIT AgeLabs’ study that divides life into 4 segments of 8000 days each.

Posted by Patti Brennan, 05/10/2019 05:00 AM