Ongoing Planning & Portfolio Management

Ep 150 – Ask Patti Brennan: Where Should My Next Dollar Go

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 141 Business Exit Planning Strategies with John Hancock’s Tim King

   

Ep 140 Financial Habits & Mistakes That Sabotage Retirement

   

Ep138: Year End Planning with John Nersesian of PIMCO

   

Ep137: We’re Married Now, Should We Combine Finances?

   

Ep135: Enhancing the Client Experience with Putnam Investment’s Cathy Saunders

Ep134: Does An Annuity Fit Within My Financial Plan?