About the Show

We will share simple, powerful concepts that anyone can implement into concrete actionable steps. You will hear from the industry thought leaders that most people don’t have access to – and learn how to protect and grow your assets to live your very best life!

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Ep28: Leadership in Conflict Management

November 8, 2019

In the last episode in our trilogy of Leadership episodes, Patti continues her conversation with Mike Buckley, retired CEO of Pennsylvania Hospital. The two discuss how effective leaders manage conflict within their teams – how trust is built, credibility is established and ultimately how conflict is resolved. No matter how large or how small your organization is, problems will arise that need resolution…learn how to "be soft on the people, but hard on the problem" and see how swiftly the situation is remedied.

Ep27: It’s Leadership, Not Likership!

October 25, 2019

In Part 2 of our 3 Part special series on leadership, Patti sits with retired US Army Ranger, Captain Kristopher Thompson. Kristopher describes the differing leadership styles within today’s military. He details what worked, what didn’t and the qualities it takes to successfully lead with integrity – both within military ranks, as well as civilian life.

Ep26: Physician to Hospital CEO: A Leader’s Journey

October 11, 2019

How does an infectious disease physician in a private practice become the CEO of one of the biggest hospitals in Philadelphia? Patti discusses the qualities and personality attributes one must possess to successfully rise to leadership positions, with Mike Buckley – the recently retired CEO of Pennsylvania Hospital. Mike rose from infectious disease specialist to Chief Medical Officer and Chairman of Medicine and then ultimately navigated the mergers of two of the nations' oldest hospital systems. Listen to find out what he traits he thinks all successful leaders possess and see if you have the art of strategic persuasion!

Ep25: Alzheimer’s Crisis in America – Is There Hope?

September 27, 2019

One in every two Americans, over age 85 has Alzheimer’s. What are the warning signs family members should be looking for? What progress has scientific research made and is there hope for a cure? Patti sits with Tim King, Chairperson for Corporate Sponsorship for the Alzheimer’s Association, to hear the latest on any medical advancements, and discusses the seven stages of this devasting disease.

Ep24: Life or Death Emergency Preparedness – What to Grab?

September 13, 2019

If authorities knocked on your door and gave you only 30 minutes to evacuate – what would you take? In the aftermath of Hurricane Dorian, Patti Brennan surveys four of her team members to discuss what they would grab for their families. Find out what an Army Ranger would take compared to another team member may think is vital. Patti rounds out the discussion reminding listeners what should be a priority on their "financial grab n' go".

Ep23: Inverted Yield Curve…are we headed for a recession?

August 30, 2019

Everybody is talking about it…but do you even know what an inverted yield curve is? What is all the panic about? In this very timely episode, Patti and Michael Brennan break down this hot topic of inverted yield curves into simple, understandable terms. They offer actionable steps that you should be taking with your portfolio to benefit from this market opportunity that happened last week!

Ep22: Risky Behavior

August 16, 2019

There is a certain amount of risk inherent in most every action. What does a savvy investor or advisor look for in reducing portfolio risk? Patti Brennan and her Chief Investment Officer, Brad Everett, reveal three specific examples of what they look for in choosing investments for their clients’ portfolios. Learn how they minimize portfolio risk while still positioning the portfolio so the client can accomplish their goals.

Ep21: Estate Planning Mistakes

August 2, 2019

Just because you have a will tucked away in a drawer somewhere doesn’t mean you and your loved ones are protected in case of tragedy. In this episode, Patti sits with Stacey Willits McConnell, Chair of the Estate Planning Department at Lamb, McErlane in West Chester. They reveal the most common mistakes people make when drafting their wills and remind listeners about the other equally important documents that need to be drafted along with a will.

Ep20: Cyber Security

July 19, 2019

Did you know that there is a cybersecurity attack every 39 seconds? Since 2013, there are almost 4 million records stolen from security breaches every single day! In this episode Patti speaks with Vince Kailis, Chief Operating Officer at Key Financial, and listens as he reveals more shocking statistics. They discuss how these breaches happen and, more importantly, what the listener can do to protect themselves from falling victim to these scams.

Ep19: Selling Your Business

July 5, 2019

Have you done your due diligence to sell your business and get the maximum value? In part two of the series, Patti discusses specific strategies with Matt Coyne, President of Brandywine Mergers and Acquisitions. As a business broker, Matt reveals exactly what a successful sale process looks like for the business owner. There is a system with actionable strategies and defined pitfalls to avoid that will make the sale process a true success – listen now to find out!

Ep18: Preparing Your Business For Sale

June 20, 2019

How often have you thought about selling your business? There are specific strategies you need to know to set your business up to get the maximum value. In part one of a two-part series, Patti sits with Matt Coyne, President of Brandywine Mergers and Acquisitions, as he reveals what business owners should be thinking about and acting on right now to make their business as attractive as possible to potential buyers. Whether that time is now or five years from now, these strategies need to be put in place now to maximize the value later!

Ep17: What Are Top Advisors Saying About the Market?

June 7, 2019

Ever wonder what the top advisors in the nation discuss in their meetings? Are the tariffs on China going to harm the average American consumer? Patti and her Chief Investment Officer, Brad Everett, return from Barron’s and Wall Street Journal’s Top Advisor conferences and share insights gleaned from these investment professionals. Listen to what is discussed at these exclusive events and what actionable steps they are suggesting.

Ep16: Having “The Conversation with Mom and Dad”

May 24, 2019

When is the "right" time to have the difficult conversation with Mom and Dad about driving, or moving, or any other important decision as they age? Patti asks the hard questions to an expert in the field, Estate Planning Attorney, Stacey McConnell, and the answers may not only surprise you, but may also help you navigate the complexities of aging parents and the decisions you need to make on their behalf.

Ep15: MIT AgeLab – Inventing Tomorrow

May 10, 2019

The last episode of the 3-part series, Patti circles back with John Diehl of the Hartford Funds. They delve into the latest research that the MIT AgeLab is conducting regarding the advancement of technologies to improve the quality of life as we age. They discuss the 5 specific ways technology will change the way we age, and how they are connected to the three major issues that will inevitably affect us all.

Ep14: Life Divided Into 8000 Day Segments – Where Are You Now?

May 10, 2019

In this second episode of the 3-part series, Patti is once again joined by John Diehl of the Hartford Funds to discuss MIT AgeLabs' study that divides life into 4 segments of 8000 days each. Each segment is significant in the study of longevity. At what age do we peak intellectually? When do we peak at life satisfaction? Research shows that there are 3 questions that will predict your future quality of life… what do your answers predict?

Ep13: MIT Age Lab’s Top 3 Questions Anyone Over 45 Should Be Asking

May 10, 2019

John Diehl, Senior Vice President of Strategic Markets for the Hartford Funds joins Patti to discuss his work with the MIT AgeLab. In this first part of a 3-part series, John reveals the top 3 questions anyone age 45 and older should be asking themselves on a regular basis. The questions will surprise you as you hear about the technological advancements MIT is working on to help answer them and allow seniors to age in place.

Ep12: Protect Your Assets – Make Sure You Have The Proper Coverages!

April 28, 2019

Insurance can be complicated – how much is enough? Could you lose all your assets in the event of an unforeseen tragedy? Patti asks the hard questions with insurance expert, Neale Boyle, to help determine what constitutes negligence and how to protect ourselves with insurance. They give practical tips to make sure you are properly insured, and ALL your assets are safe!

Ep11: Optimizing Cost Saving Opportunities with The Affordable Care Act

April 12, 2019

If you are considering enrolling in the ACA, find out how you can structure your income to take advantage of cost-saving programs and tax saving strategies. Patti and her Chief Planning Officer discuss how assets have no impact on eligibility to get a premium tax credit under the ACA – a little known fact!

Ep10: New Tax Law Changes that Will Benefit YOU when Filing your Corporate Return

March 29, 2019

Patti strategizes with one of the Philadelphia area top CPAs, Bruce Boylston of Rothman, Boylston LLC. Together they break down nuances in the New Tax Law to share with their listeners how to save money when filing their corporate tax returns. Business owners will appreciate how easily these actionable steps can benefit them both this year and in years to come.

Ep9: Ready to file your individual return? Consider these money-making tips first regarding the New Tax Law!

March 15, 2019

Patti sits down with one of the top CPAs in the county, Bruce Boylston, to discuss key tax planning strategies designed to save their clients' money when filing their individual returns. Patti and Bruce break down the complexities of the New Tax Law into easily comprehensible tips and strategies – just in time for the filing deadline! You do NOT want to miss this episode!

Ep8: Forbes Top Advisor Summit: Highlights from Industry Leaders

March 7, 2019

After presenting at the Forbes Top Advisor Summit in Las Vegas last week, Patti shares some highlights of what she learned from the nation’s thought leaders. Top economists discuss why the Federal Reserve will most likely not increase interest rates this year and Patti also tells a thought-provoking story she learned about Pope John Paul II regarding capitalism.

Ep7: Market Crisis and Portfolio Recovery Rates

March 1, 2019

In this episode, Patti and her Chief Planning Officer, Eric Fuhrman discuss the economic realities that determine how quickly or slowly portfolios will recover from this last market crisis. Patti will leave the listener with three actionable steps to implement during a market drawdown period to help aid in quicker portfolio recovery. These concrete steps provide a sound foundational reminder to help weather any market crisis.

Ep6: What To Do When Crisis Hits

February 15, 2019

In this episode, Patti shares the story of a family medical emergency that, by sheer luck, did not end in crisis…or worse. Crisis can happen at some point anyone's life. Patti will offer actionable steps to make sure that if it does happen, it will not cause financial ruin and more importantly, she offers specific examples of what to do to avoid these potential financial landmines altogether.

Ep5: Economic Outlook for 2019

February 1, 2019

Is America headed for a recession or is this economic expansion part of the typical business cycle? Patti explains what is really happening and what to look for in 2019. Her Chief Investment Officer, Brad Everett, joins her and explains what YOU, the investor should be doing with your portfolio as they both navigate the world markets and how it will be affecting our investment decisions this year.

Ep4: Headlines and Havoc

January 22, 2019

In this episode, Patti and Michael Brennan discuss how to differentiate the “noise” from the “substance” in today’s headlines. We are living in an era of information overload and newspaper headlines are designed to inspire reaction. Patti and Michael share some alarming headlines that are aimed at inspiring action, while explaining why reacting to them, is the last thing a listener or a reader should be doing!

Ep3: Man vs. Machine

January 22, 2019

In this episode, Patti Brennan and Brad Everett discuss the pros and cons of robo-advising and using online financial calculators. There are many pros and cons to using these online tools – so why and maybe more importantly, when, is it the right time to seek out a professional? Patti and Brad use their years of experience, combined with real life examples, to help answer these questions.

Ep2: Investing with Emotion

January 22, 2019

In this episode Patti Brennan and Eric Fuhrman discuss what it means to Invest with Emotion. Great real world examples of why you shouldn't let emotion get in the way of good decision making. Plus a head to head battle between Patti and Eric to help you, the investor to truly understand what it means to invest with emotion.

Ep1: Year End Tax Planning Tips

January 22, 2019

In this episode Patti Brennan and Eric Fuhrman discuss Year End Tax Strategies, Roth IRA's, Tax Loss Harvesting, QCD's, 529 Contributions, Roth Conversions and much more.