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The Patti Brennan Show

Patti Brennan
149 episodes   Last Updated: Dec 27, 24
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 Content may be outdated, and past history is no guarantee of future results or experience.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.

Episodes

This episode is next in the podcast series #AskPattiBrennan - a series of episodes in which Patti answers one of her listener’s frequently asked questions.  These podcasts are shorter in length and address one FAQ or RAQ (a rarely asked but should be asked) question. In this episode, Patti discusses inherited IRAs and the common misconceptions surrounding them. It's a critical topic where a lack of understanding can lead to significant penalties.
This episode is next in the podcast series, #AskPattiBrennan - a series of episodes in which Patti answers one of her listener’s frequently asked questions.  These podcasts are shorter in length and address one FAQ or RAQ (a rarely asked but should be asked) question. In this episode, Patti discusses what to do if you have a sudden wealth event…winning the lottery, receiving an inheritance, or finding out your company is going public. 
In this episode of The Patti Brennan Show, guest host Carrie Brennan sits down with her mother, Patti Brennan, for a heartfelt conversation about Patti’s remarkable journey. From earning a nursing degree at Georgetown University and working in the ICU at Lankenau Hospital to founding Key Financial Inc. in 1990, Patti shares how she discovered her true passion for financial planning and her desire to help others. She also discusses her upcoming book, Am I Going to Be Okay?, set to be published on November 26, 2024. Don’t miss out on this episode of The Patti Brennan Show!
In this episode of The Patti Brennan Show, guest host Michael Brennan, CFP and son of Patti Brennan, joins Patti to chat about recent conferences she has attended. Michael actually runs the show today! From New York to Las Vegas, Patti has been traveling, speaking with, and interviewing some bright minds. This podcast focuses on today’s most relevant issues, with Patti sharing insights gained from her experiences with remarkable people in the industry. Don’t miss out on this episode of The Patti Brennan Show!  
In this episode of The Patti Brennan Show, guest host Eric Fuhrman, our Chief Planning Officer, joins Patti to discuss the Corporate Transparency Act. This is a very important topic as federal law requires certain companies to report information about their beneficial owners to the U.S. government by January 1st, 2025.  Companies that meet specific criteria must file a Beneficial Ownership Information (BOI) Report within the Financial Crimes Enforcement Network (FinCEN). Don’t miss out on this episode of The Patti Brennan Show!  
In this episode of The Patti Brennan Show, guest host Michael Brennan joins Patti to discuss the Presidential Cycle Theory. The concepts of the sophomore slump and the third-year bump are particularly intriguing. Michael explores whether the Key Financial team can align rates of return with the sitting president, analyzing if returns truly correlate with presidential terms. Don't miss this insightful episode of The Patti Brennan Show!
This episode is next in the podcast series, #AskPattiBrennan - a series of episodes in which Patti answers one of her listener’s frequently asked questions.  These podcasts are shorter in length and address one FAQ or RAQ (a rarely asked but should be asked) question. In this episode, Patti recaps the trends related to the aging process, retirement, and the different phases we all go through.
This episode is next in the podcast series #AskPattiBrennan - a series of episodes in which Patti answers one of her listener’s frequently asked questions. These podcasts are shorter in length and address one FAQ or RAQ (a rarely asked but should be asked) question. In this episode, Patti talks about Back Door Roth’s. There are three important things to keep in mind, and Patti breaks down each of these in a very simple way!  
  In this episode of The Patti Brennan Show, guest host Michael Brennan joins Patti, Rory, and Matt (from our planning and investing team) to explore the impact of an election year, including the uncertainty it can bring to the market. Together, this insightful group dives into election-year statistics, myths, and everything in between. And this is just the beginning! With so much to cover on this topic, we’ll return with Part 2 as the election draws closer. Be sure to catch this episode of The Patti Brennan Show!
In this episode of The Patti Brennan Show, guest host Michael Brennan joins Patti to discuss the symposium that Michael attended at MIT. Michael was beyond excited to travel to Boston to be with so many brilliant minds. He learned so much about the latest and greatest discoveries regarding retirement and its stages. The four pillars of retirement focus on what people are most concerned about - purpose, health, family, and finances.  Join us for an informative conversation about longevity, otherwise known as life planning.  Don’t miss out on this episode of The Patti Brennan Show!