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Tag: Wealth management ()

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 06:00 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 06:00 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 06:00 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 06:00 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 06:00 AM

054: The Government Deficit – What the Numbers Actually Mean!

Patti sits down with her Chief Planning Officer, Eric Fuhrman, to break down the very complicated concepts of deficit spending and the Federal Reserve into terms listeners can understand more fully.

Posted 09/25/2020 06:00 AM

043: Financial Literacy – It’s Not Just for Adults!

April is Financial Literacy Month and today, perhaps more than ever, Patti is urging her listeners to be financially aware.

Posted 04/24/2020 06:00 AM

037: Sterling Shea – Barron’s Global Head of Wealth Management Discusses Industry Trends - Part Two

Sterling Shea, Global Head of Wealth Management for Barron’s and Dow Jones, continues his discussion with Patti regarding the industry trends he is seeing.

Posted 02/14/2020 06:00 AM