Patti continues her conversation with one of Key Financials’ Portfolio Managers, Sam Baez, and they discuss asset allocations that work best for their clients.
Posted 08/28/2020 06:00 AM
The Patti Brennan Show is a podcast dedicated to helping improve your net worth by sharing simple yet powerful concepts that anyone can implement with concrete, actionable steps. Hosted by one of the nation’s top ranked financial advisors by both Forbes and Barron’s, Patti Brennan is excited to offer valuable insight to both the novice as well as the seasoned investor. “Listeners will hear from industry thought leaders that most people don’t have access to – and learn how to grow their assets to live their very best lives!
Authors: Patti Brennan , Doug Taylor
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Wow! This is indeed massive and truly an insightful and comprehensive compilation…
