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Income Tax Planning

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Ep 186 – Decoding the One Big Beautiful Bill Act (OBBBA) with Eric Fuhrman

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Ep 181 – Dear Patti: Long – Term Care

Ep 154 – When to Take your RMDs

Ep 152 – Unpacking The Secure Act 2.0 with John Nersesian

Ep134: Does An Annuity Fit Within My Financial Plan?

Ep127: The 5 C’s of Credit

Ep125: Are we at Risk of Losing Social Security

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

Ep120: Issues to Consider…Beginning of Year

Ep.113: Tax Loss Harvesting

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

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