Tag: financial advisor ()
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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 03:00 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 03:00 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 03:00 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 03:00 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 03:00 AM
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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 03:00 AM
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007: Market Crisis and Portfolio Recovery Rates
Patti will leave the listener with three actionable steps to implement during a market drawdown period to help aid in quicker portfolio recovery.
Posted 03/01/2019 03:00 AM
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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 03:00 AM
