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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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.