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Tag: Wealth management ()

006: What to do When Crisis Hits

Patti shares the story of a family medical emergency that, by sheer luck, did not end in crisis… or worse…

Posted 02/15/2019 05:00 AM

005: Economic Outlook for 2019

Is America headed for a recession or is this economic expansion part of the typical business cycle?

Posted 02/01/2019 05:00 AM

004: Headlines and Havoc

In this episode, Patti and Michael Brennan discuss how to differentiate the “noise” from the “substance” in today’s headlines.

Posted 01/20/2019 05:00 AM

003: Man vs. Machine

There are many pros and cons to using these online tools – so why and maybe more importantly, when, is it the right time to seek out a professional?

Posted 01/06/2019 04:11 PM