Asset Protection

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