Ep6: What To Do When Crisis HitsPatti Brennan: Have you ever been faced with a situation that you weren't prepared for? Typically, in our financial lives, financial difficulty and family hardship
Ep3: Man vs. MachinePatti 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 EmotionPatti 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 TipsPatti 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