Tag: financial advisor ()
-
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 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
-
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 06:00 AM
-
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 06:00 AM
-
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 06:00 AM
-
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 06:00 AM
-
019: Selling Your Business
Have you done your due diligence to sell your business and get the maximum value?
Posted 07/05/2019 06:00 AM
-
015: MIT Age Lab – Inventing Tomorrow
The last episode of the 3-part series, Patti circles back with John Diehl of the Hartford Funds.
Posted 05/10/2019 06:00 AM
