Tag: financial advisor ()
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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
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077: America’s Small Businesses – Can They Survive?
In this episode, Patti interviews four different consumers in different demographics to discover their favorite small businesses
Posted 08/13/2021 04:00 AM
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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
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047: Covid and Courage - Are Students Heading Back to College in the Fall?
In this special edition series of the Covid – 19 discussion entitled Covid and Courage, Patti addresses the questions plaguing parents and students all over our nation.
Posted 06/19/2020 04:00 AM
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046: Covid and Courage - What if I Just Retired?
In this special edition series of the Covid – 19 discussion entitled Covid and Courage, Patti addresses the reality that so many in our nation are experiencing right now.
Posted 06/05/2020 04:00 AM
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022: Risky Behavior
Patti Brennan and her Chief Investment Officer, Brad Everett, reveal three specific examples of what they look for in choosing investments for their clients’ portfolios.
Posted 08/16/2019 04:00 AM
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021: Estate Planning Mistakes
In this episode, Patti sits with Stacey Willits McConnell, Chair of the Estate Planning Department at Lamb, McErlane in West Chester.
Posted 08/02/2019 04:00 AM
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019: Selling Your Business
Have you done your due diligence to sell your business and get the maximum value?
Posted 07/05/2019 04:00 AM
