The Patti Brennan Show

By Patti Brennan

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Category: Investing

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Episodes: 100

Description

The Patti Brennan Show is a biweekly financial podcast designed to educate and empower every listener. Patti Brennan is a nationally ranked Top Wealth Advisor by both Forbes and Barron's and is known for her ability to communicate complex financial concepts in simple, understandable terms. Brennan will share easy and actionable steps that every listener can do themselves or take to their advisor to implement on their behalf. The Patti Brennan Show is dedicated to helping every listener improve their net worth with informative and entertaining interviews on various financial topics with proven strategies. Patti is the President and CEO of Key Financial, Inc. She and her dedicated team of professionals have been servicing their client families both locally, in the Philadelphia area, as well as nationally for over 30 years. Managing nearly $1Billion, with a retention rate of 98%, Patti believes that everyone works hard for their money, but not everyone knows how to make their money work for them. The Patti Brennan show is designed to show the listener how to make that happen. DISCLOSURE: Neither the information nor opinions contained in this nor any podcast, white paper, or on Key Financials' website constitutes a solicitation for the purchase or sale of any securities and should not be relied upon as financial, legal, or tax advice. Content may be outdated, and past history is no guarantee of future results or experience. Please seek appropriate counsel from qualified professionals who know and understand your goals, objectives, and potential vulnerabilities. Guests on our podcasts are selected based on relationships and reputation, but their service models and businesses have not been vetted by any representative of Key Financial, Inc and any information provided should not be taken as an endorsement of any kind. Go to www.KeyFinancialinc.com for additional information, written disclosures, and Form CRS. Please Note: Limitations. Key Financial neither solicited nor offered or paid any compensation for, any testimonial made in this video. Rather, any such testimonial was provided without any request or encouragement by Key Financial. Positive comments should not be construed as an endorsement of Key Financial by any of its past or current clients, nor any assurance that Key Financial may be able to help any client achieve the same satisfactory results. To the contrary, there can be no assurance that a client or prospective client will experience a certain level of results or satisfaction if Key Financial is engaged, or continues to be engaged, to provide investment advisory services. Our current written disclosure Brochure and Form CRS discussing our advisory services and fees is available at www.keyfinancial.com. Investments in securities involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Neither the information nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any securities, and should not be relied on as financial advice. Securities-related services may not be available in all states. Please visit our website or contact our offices for details. We do not provide customer service, handle any specific customer account inquiries, or enable financial transactions through any social media site. Should any client have questions or concerns that are specific to their account(s), please contact our office directly. The site may contain links to information contained on a third-party website. We do not endorse or accept responsibility for the content of any third-party website and are not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions, or content posted by third parties on social media sites. "Likes", "Favorites" and comments should not be considered a reflection of client experiences or future performance. "Likes" and "Retweets" should not be considered an endorsement or recommendation of any security, company, or individual. It is up to you to read and understand the privacy policies for each social media site. We have no control over how social media sites or other third parties will use the information you share.

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