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