skip to main content

Income Tax Planning

Screenshot 2025-08-18 At 11.19.05 AM

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

Screenshot 2025-08-12 At 11.52.05 AM

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

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

Screenshot 2025-08-27 At 1.04.44 PM

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’