Asset Allocation & Diversification

Ep22: Risky Behavior

Patti Brennan: Hi, everybody. Welcome back to “The Patti Brennan Show.” Whether you have $20 or $20 million, this show is for those of you

Ep21: Estate Planning Mistakes

Patti Brennan: Hi, everybody. Welcome to the "Patti Brennan Show." Hey, whether you have $20 or $20 million, this show is for those of you

Ep5: Economic Outlook for 2019

Patti Brennan: Hi, everybody. Welcome back. This is the "Patti Brennan" show. Whether you have $20 or $20 million, this show is for those of

Ep2: Investing with Emotion

Patti Brennan:  Welcome to "The Patti Brennan Show." Hey, whether you have $20 or $20 million, this episode is for those of you who want

Ep1: Year End Tax Planning Tips

Patti Brennan: Welcome again to the Patti Brennan Podcast. Today, joining me is Eric Fuhrman. He's our Chief Planning Officer. Thank you so much for