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Tag: Wealth management ()

087: Teaching Kids About Money

Patti sits down with Key Financial Planning and Portfolio Consultant, Sam Baez, to learn the secrets to his success in educating his own small children about the value of money.

Posted 12/31/2021 04:00 AM

082: It’s Time for Medicare Open Enrollment!

Patti and Eric carefully dissect the nuances of each Plan, while also reminding the listener of dates in the timeline to be aware of. 

Posted 10/22/2021 04:00 AM

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 04:00 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 04:00 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 04:00 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 04:00 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 04:00 AM

056: What Does Life After COVID Look Like?

Patti sits down with nationally renowned radio host, Gregg Stebben, to discuss some life-changing decisions that clients, friends, and family are making during this pandemic.

Posted 10/23/2020 04:00 AM