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Tag: Financial Planning ()

081: Issues to Consider When Moving Out of State

Patti guides the listener through a checklist of important items to keep in mind before making the big move, to better understand the rules when establishing state residency to fight potential tax audits.

Posted 10/08/2021 05:00 AM

079: Resources for Parents of a Special Needs Child

In this episode, Patti addresses another important question asked by her clients.  “I have a child/grandchild with special needs, what resources are out there that can assist me in providing and maintaining a good quality of life for him/her?”

Posted 09/10/2021 05:00 AM

078: America’s Economic Imbalance and Rising Inflation

Patti meets with her Chief Planning Officer, Eric Fuhrman, to discuss concerns most Americans have right now regarding rising inflation.

Posted 08/27/2021 05:00 AM

075: What Issues Should Be Considered When Getting Married?

In this episode, Patti addresses one of the most frequently asked questions by her clients…My son/daughter is getting married, “What issues should we discuss with them to better prepare them to be financially secure?”

Posted 07/16/2021 05:00 AM

072: What Advice Do You Have for College Grads Just Starting Out? 3 Top Strategies to Get Started Off Right!

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 06/04/2021 05:00 AM

065: Top Issues Affecting America’s Economic Recovery

Patti and her Chief Investment Officer, Brad Everett, focus on three specific areas that will be instrumental in determining our nation’s economic recovery.

Posted 02/26/2021 05:00 AM

064: Liz Young from BNY Mellon joins Patti. 2021-The Next 900 Days

In part two of a two-part series with Liz Young, CFA and Director of Market Strategy at BNY Mellon Investment Management, Patti questions what the next 900 days look like for the markets – both nationally and globally.

Posted 02/12/2021 05:00 AM

060: 2020 - A Year to Remember or a Year to Forget?

Patti is concluding her series this year with her special guest and friend, radio host Gregg Stebben.

Posted 12/18/2020 05:00 AM