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Schedule A Consultation
Ongoing Planning & Portfolio Management
Ep 154 – When to Take your RMDs
Ep 153 – Mid-Year Outlook with Brad and Patti
Ep 152 – Unpacking The Secure Act 2.0 with John Nersesian
Ep 151 – Headlines and Human Nature: Investing with Insight Featuring Sam Baez
Ep 150 – Ask Patti Brennan: Where Should My Next Dollar Go
Ep 149 – Pouring Passion: From Corporate Success to Vineyard Ventures
Ep 148 – Ask Patti Brennan: Emergency Funds
Ep 147 : Nonqualified Plans – A Key Benefit for Top Executives
Ep 146 Ask Patti Brennan: Should I Pay Off My Debts?
Ep 145 What is Economic 3D Reset? A Conversation With Johanna Kyrklund of Schroders
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