Recent Posts
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audio 37:08
015: MIT Age Lab – Inventing Tomorrow
The last episode of the 3-part series, Patti circles back with John Diehl of the Hartford Funds.
Posted by Patti Brennan, 05/10/2019 06:00 AM
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audio 23:17
013: MIT Age Lab's Top 3 Questions Anyone ...
John Diehl, Senior Vice President of Strategic Markets for the Hartford Funds joins Patti to discuss his work with the MIT AgeLab.
Posted by Patti Brennan, 05/10/2019 06:00 AM
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audio 25:55
012: Protect Your Assets – Make Sure You H...
Patti asks the hard questions with insurance expert, Neale Boyle, to help determine what constitutes negligence and how to protect ourselves with insurance.
Posted by Patti Brennan, 04/26/2019 06:00 AM
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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
