Popular (Ongoing Planning & Portfolio Management)

Ep 175 – Dear Patti: Longevity

Ep 172 – Asset Allocation

Ep 171 – The Magnificent 7

Ep 170 – Investment Strategies in an Uncertain Market

Ep 169 – Market Update w/ Brad + Patti

Ep 168 – Long Term Care

Ep 167 – Inherited IRAs

Ep 166 – Sudden Wealth Event

Ep 165 – Mother to Daughter: Patti’s Story of Passion and Perseverance

Ep 164 – Conference Insights with Michael Brennan