Ep4: Headlines and Havoc
Patti Brennan: Hi there. Welcome to the "Patti Brennan show." Hey whether you have $20 or $20 million. This show is for those who want
Asset Protection
Ep3: Man vs. Machine
Patti Brennan: In this episode, we're talking robo‑advisors versus human advisors. What are the pros and cons of each one? Let's just really look at
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