Ongoing Planning & Portfolio Management

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

Patti Brennan: Hi, everybody. Welcome to the "Patti Brennan Show." Hey, whether you have $20 or $20 million, this show is for those of you

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

Patti Brennan: Hi everybody. Welcome back to "The Patti Brennan Show." Whether you have 20 dollars or 20 million, this show is for those of

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

Patti Brennan: Hi folks, welcome back to the "Patti Brennan Show." Whether you have 20 dollars or 20 million, this show is for those of

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: 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