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| Episode | Date |
|---|---|
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Ep. 206 Dear Patti: The Four Seasons of Retirement
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May 29, 2026 |
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Webinar - Navigate the Middle: Financial Clarity for Your Accumulatino Years
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May 15, 2026 |
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Ep. 205 Straight Talk on Coverage: Mr. & Mrs. Medicare Tell All
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May 15, 2026 |
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Ep. 204 (Part Two) The Stock You Love Could Be the Risk You're Ignoring
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May 15, 2026 |
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Ep. 203 (Part One) 60% of Stocks Lose Money: Why Diversification Beats the Hero Stock Myth
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Apr 17, 2026 |
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Ep. 201 - Why Financial Planning Isn't Enough, Enter: Vitality Planning
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Apr 16, 2026 |
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Ep. 202 Aging in Place: Start Now or Pay Later
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Apr 03, 2026 |
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Ep. 200 A Tale of Two Balance Sheets
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Mar 06, 2026 |
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Episode 199 Social Security: Timing, Taxes & The Truth
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Feb 20, 2026 |
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Ep. 198 Medicare 101: What Most People Get Wrong About Medicare
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Feb 06, 2026 |
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Ep. 197 2026 Economic Outlook: What You Need to Know About Markets, Inflation, & Your Investments
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Jan 23, 2026 |
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Ep. 196 Top 5 Episodes Our Listeners Loved + Key Takeaways That Matter Most
|
Jan 09, 2026 |
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Ep. 175 Dear Patti: Longevity
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Dec 12, 2025 |
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Ep. 176 Reimagining Aging: Insights from MIT's Dr. Coughlin
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Dec 12, 2025 |
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Ep. 195 Required Minimum Distributions Explained: Key Moves Before Year-End
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Dec 12, 2025 |
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Ep. 194 The Biggest Charitable Giving Opportunity You'll Have Before 2026
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Dec 11, 2025 |
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Ep. 193 When "We" Becomes "Me": Financial Planning After Loss or Divorce
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Nov 14, 2025 |
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Ep. 192 Does a Growing Economy Guarantee a Growing Portfolio? The Surprising Truth About GDP
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Oct 31, 2025 |
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Ep. 191 Part Three - How to Have Difficult Conversations Around Wealth: A Practical Workshop
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Oct 17, 2025 |
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Ep. 190 Part Two - Tips for Difficult Wealth Conversations with Your Family
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Oct 17, 2025 |
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Ep. 189 Unlocking Business Value: The CEPA Approach to Growth and Exit Planning
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Oct 03, 2025 |
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Ep. 188 From Grids to Growth: Why Infrastructure Matters Now
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Sep 19, 2025 |
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Ep. 187 Crisis to Clarity - AJ Jones on Life After 2x Heart Attack
|
Sep 05, 2025 |
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Ep. 182 Dear Patti: Long Term Care
|
Sep 03, 2025 |
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Ep. 186 Decoding the One Big Beautiful Bill Act (OBBA) with Eric Fuhrman
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Aug 22, 2025 |
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Ep. 185 Beyond the Bucket List: The Hard Talks Behind a Smart Financial Plan
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Aug 08, 2025 |
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Ep. 184 Wills, Trusts & Big Mistakes: What Most People Get Wrong About Estate Planning
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Jul 25, 2025 |
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Ep. 183 Disruption Done Right: Jamie Price on Leading Through Change
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Jul 11, 2025 |
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Ep. 181 Beyond the Exam Room: Why Your Health and Wealth Need a Joint Checkup
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Jun 27, 2025 |
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Ep. 180 Part 2 - Why It Matters Who We Let In: The partners who help elevate your portfolio, ft. Lee Cohen, NY Life
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May 30, 2025 |
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Ep. 179 Part 1 - Who We Let in the Room: How we vet the professionals behind your portfolio ft. Lee Cohen, NY Life
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May 30, 2025 |
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Ep. 178 Dear Patti: Retirement
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May 16, 2025 |
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Ep. 177 Money, Mindset, and Meaning: Natalie Angeloni on Financial Confidence
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May 02, 2025 |
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Ep. 174 AI & Investing with Chief Market Strategist Lauren Goodwin
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Apr 04, 2025 |
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Ep. 173 Leaving a Legacy with Roy Möed
|
Mar 21, 2025 |
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Ep. 172 Asset Allocation
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Mar 20, 2025 |
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Ep. 171 The Magnificent 7
|
Feb 21, 2025 |
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Ep. 170 Investment Strategies in an Uncertain Market
|
Feb 07, 2025 |
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Ep. 169 Market Outlook w/ Brad + Patti
|
Jan 24, 2025 |
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Ep. 168 Ask Patti Brennan: Long Term Care
|
Jan 10, 2025 |
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Ep. 167 Ask Patti Brennan: Inherited IRA
|
Dec 27, 2024 |
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166: Ask Patti Brennan: Sudden Wealth Event
|
Dec 13, 2024 |
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165: Patti & Carrie Video Interview
|
Nov 27, 2024 |
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164: Conference Recap
|
Nov 15, 2024 |
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163: Corporate Transparency Act
|
Nov 04, 2024 |
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162: Michael Brennan- Election Show Pt. 2
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Nov 01, 2024 |
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161: Ask Patti Brennan: MIT Age Lab Recap
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Oct 18, 2024 |
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160: Ask Patti Brennan: Back Door Roth
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Oct 04, 2024 |
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159: Michael and Friends- Election Show Pt. 1
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Sep 30, 2024 |
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158: MIT Alzheimer's Event Recap
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Sep 06, 2024 |
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157: Ask Patti Brennan: Understanding 529's
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Aug 23, 2024 |
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156: KEY Differences Between Stocks and Bonds
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Aug 09, 2024 |
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155: How to Handle Family Wealth Planning
|
Jul 26, 2024 |
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154: When to Take Your RMDs
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Jul 12, 2024 |
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153: Mid-Year Economic Outlook With Brad and Patti
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Jun 28, 2024 |
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152: Exploring the Secure Act 2.0 with John Nersesian
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Jun 14, 2024 |
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151: Headlines and Human Nature: Investing with Insight Featuring Sam Baez
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May 31, 2024 |
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150: Ask Patti Brennan: Where Should My Next Dollar Go?
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May 17, 2024 |
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149. Pouring Passion: From Corporate Success to Vineyard Ventures
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May 03, 2024 |
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148: Ask Patti Brennan: Emergency Funds
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Apr 19, 2024 |
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147: Nonqualified Plans – A Key Benefit for Top Executives
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Apr 05, 2024 |
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146: Ask Patti Brennan: Should I Pay Off My Debts?
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Mar 22, 2024 |
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145: What is Economic 3D Reset? A Conversation With Johanna Kyrklund of Schroders
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Mar 08, 2024 |
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144: 3D Reset with Johanna Kyrklund
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Feb 23, 2024 |
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143: 2024 Economic Forecast With Brad Everett
|
Feb 09, 2024 |
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142: Life Insurance
|
Jan 26, 2024 |
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141: Business Exit Planning Strategies with John Hancock's Tim King
|
Jan 12, 2024 |
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140: Financial Habits & Mistakes That Sabotage Retirement
|
Dec 29, 2023 |
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139: Charitable Giving with John Nersesian of PIMCO
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Dec 15, 2023 |
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138: Year-End Planning With John Nersesian of PIMCO
|
Dec 01, 2023 |
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137: We're Married Now, Should We Combine Finances?
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Nov 17, 2023 |
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136: The AI Revolution – A Discussion with Kristopher Thompson
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Nov 03, 2023 |
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135: Enhancing the Client Experience with Putnam Investment's Cathy Saunders
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Oct 20, 2023 |
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134: Does An Annuity Fit Within My Financial Plan?
|
Oct 06, 2023 |
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133: Building a Blockbuster Business with Tate's Bake Shop Founder, Kathleen King
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Sep 22, 2023 |
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132: What Happened to the Recession?
|
Sep 08, 2023 |
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131: Long-Term Care Considerations
|
Aug 25, 2023 |
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130: Lessons in Leadership with Putnam Investment's Cathy Saunders
|
Aug 11, 2023 |
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129: My Child Has Become Independent – Now What?
|
Jul 28, 2023 |
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128: The Patti Brennan Story – A Special Re-Broadcast of FS Investments' Head-to-Head Podcast
|
Jul 14, 2023 |
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127: The 5 C's of Credit
|
Jun 30, 2023 |
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126: Disaster Preparedness - Are You Ready for the Unexpected?
|
Jun 16, 2023 |
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125: Are We at Risk of Losing Social Security?
|
Jun 02, 2023 |
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124: The Economics of the Parables with Fr. Robert Sirico
|
May 19, 2023 |
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123: The Benefits of Rental Property Investing
|
May 05, 2023 |
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122: Don't Become a Victim of Fraud!
|
Apr 21, 2023 |
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121: Secure Act 2.0
|
Apr 07, 2023 |
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120: Issues to Consider at the Beginning of the Year
|
Mar 24, 2023 |
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119: 2023 Economic Outlook with Chief Investment Officer, Brad Everett
|
Mar 10, 2023 |
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118: How the Debt Ceiling May Affect Your Retirement Assets
|
Feb 24, 2023 |
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117: Getting Your Affairs in Order - Stories and Ideas
|
Feb 10, 2023 |
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116: Journalist Gregg Stebben Meets with Former Russian Parliament Member – The Whole Story
|
Jan 27, 2023 |
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115: With The Markets Down, Should I Pay Off My Debts?
|
Jan 13, 2023 |
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114: I Bonds – A Hedge Against Inflation?
|
Dec 30, 2022 |
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113: Tax Loss Harvesting – Is It Right For You?
|
Dec 16, 2022 |
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112: 2022 Economic Forecast in Review
|
Dec 02, 2022 |
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111: What Issues Should I Consider When Dealing with High Inflation?
|
Nov 18, 2022 |
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110: Inflation and Asset Performance
|
Nov 04, 2022 |
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109: Important Milestones
|
Oct 21, 2022 |
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108: How to Help Clients Age With Dignity
|
Oct 07, 2022 |