Ep109: Important Milestones
Patti Brennan: Hi, there. Welcome to "The Patti Brennan Show." Whether you have $20 or 20 million, this show was for those of you who
Charitable Giving
Ep74: What Issues Should Be Considered When Buying A Home?
Patti Brennan: Hi, everybody. Welcome to "The Patti Brennan Show." Whether you have $20 or $20 million, this show is for those of you who
Ep48: Barron’s Australia Summit Recap – Top Tips for Success
Patti Brennan: Hi everybody. Welcome to “The Patti Brennan Show.” Whether you have $20 or $20 million, this show is for those of you who
Ep46: Covid and Courage: What if I Just Retired?
Gregg Stebben: As an Interviewer, I have learned many times that sometimes the best stuff is the stuff that get’s said before or after the
Ep35: Top Estate Planning Tips with Bob Cohen
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
Ep9: Ready to file your individual return? Consider these money-making tips first regarding the New Tax Law!
Patti Brennan:
Hi, everybody. Welcome to “The Patti Brennan Show.” Whether you have $20 or $20 million, this show 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