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Gifting Strategies to Family

Ep 160 – Unlock The Power of Back Door Roth IRAs

Ep 157 – 529s

Ep 155 – Family Wealth Planning with John Nersesian

Ep138: Year End Planning with John Nersesian of PIMCO

Ep137: We’re Married Now, Should We Combine Finances?

Ep104: Tax Planning Strategies and Updates with John Nersesian of PIMCO

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

Ep102: Behavioral Finance with John Nersesian of PIMCO

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

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Ep100: Special Re-Broadcast of Hartford Funds’ Human-Centric Investing Podcast – Make Financial Planning a Family Affair

Julie Genjac: John, today we had the pleasure of speaking with Patti Brennan about the importance or the power in connecting and educating with clients’

Ep97: Master List of Goals

Ep87: Teaching Children About Money

Patti Brennan: Hi everybody. I'm Patti Brennan. Welcome to the "Patti Brennan Show." Whether you have $20 or $20 million, this show is for those