Ongoing Planning & Portfolio Management

Patti Brennan: Hi there. Welcome to "The Patti Brennan Show." Whether you have $20 or $20 million, this show is for those of you who

Patti Brennan: Welcome to "The Patti Brennan Show." Whether you have $20 or $20 million, this show is for those of you who want to

Patti Brennan: Have you ever been faced with a situation that you weren't prepared for? Typically, in our financial lives, financial difficulty and family hardship

Patti Brennan: Hi, everybody. Welcome back. This is the "Patti Brennan" show. Whether you have $20 or $20 million, this show is for those of

Patti Brennan:  Hi there. Welcome to the "Patti Brennan show." Hey whether you have $20 or $20 million. This show is for those who want

Patti Brennan: In this episode, we're talking robo‑advisors versus human advisors. What are the pros and cons of each one? Let's just really look at

Patti Brennan:  Welcome to "The Patti Brennan Show." Hey, whether you have $20 or $20 million, this episode is for those of you who want

Patti Brennan: Welcome again to the Patti Brennan Podcast. Today, joining me is Eric Fuhrman. He's our Chief Planning Officer. Thank you so much for