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Ongoing Planning & Portfolio Management

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

Ep 144 An International Economic Forecast with Johanna Kyrklund of Schroders Investments

Ep119: Economic Outlook for 2023 with Chief Investment Officer Brad Everett

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

Ep109: Important Milestones

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

Ep106: Tim Seifert of Lincoln Financial Shares Key Attributes of a Great Leader

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

Ep105: Issues To Consider When Reviewing Health and Life Insurance Policies

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

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