48 episodes

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 family 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.

The Patti Brennan Show Patti Brennan

    • Investing
    • 5.0, 20 Ratings

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 family 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.

    048: Barron’s Australia Summit Recap – Top Tips for Success

    048: Barron’s Australia Summit Recap – Top Tips for Success

    Earlier this year, Patti was asked by Barron’s to present to top industry professionals from around the world at the Barron’s Australian Summit.  Although this episode was recorded just before COVID – 19 shut down America and the world, the message is still relevant.  In a discussion with her Chief Operating Officer, Vince Kailis, Patti is asked to reveal her key takeaways from some of the brightest minds in science and technology today.  They brainstorm how these innovations can be applied to increase the financial advisory client experience today, as well as how these revolutionary ideas can change the look of retirement forever.

    • 36 min
    047: Covid and Courage - Are Students Heading Back to College in the Fall?

    047: Covid and Courage - Are Students Heading Back to College in the Fall?

    In this special edition series of the Covid – 19 discussion entitled Covid and Courage, Patti addresses the questions plaguing parents and students all over our nation. Will colleges and universities be open for business in the Fall? Or will students be enrolled in online programs for another semester? If that is the case, will tuition costs be adjusted? Gregg Stebben, a nationally renowned radio host, author, and journalist who has interviewed Presidents, Senators and professional athletes, returns to discuss the questions that students and parents alike, might be asking right now.

    • 35 min
    046: Covid and Courage - What if I Just Retired?

    046: Covid and Courage - What if I Just Retired?

    In this special edition series of the Covid – 19 discussion entitled Covid and Courage, Patti addresses the reality that so many in our nation are experiencing right now.  What does your retirement picture look like now if you just retired – amidst a global pandemic?  Gregg Stebben, a nationally renowned radio host, author, and journalist who has interviewed Presidents, Senators and professional athletes, returns to ask Patti the questions that all new retirees might be asking right now.  Listen to find out Patti’s answers and solutions – they might surprise you! 

    • 50 min
    045: Economic Outlook with Dr. Quincy Krosby, Chief Market Strategist for Prudential

    045: Economic Outlook with Dr. Quincy Krosby, Chief Market Strategist for Prudential

    Dr. Quincy Krosby is not only a Chief Market Strategist for Prudential, she has also served our nation as a US diplomat, worked with the Assistant Secretary of Commerce and the US State Department.  With a PhD from the London School of Economics, she is more than qualified to discuss the current economic volatility and how the global central banking systems are reacting to COVID-19.  Her expertise gives unique insight to answer Patti’s questions about what is happening in our own country from supply chain disruptions to the high unemployment rate consequences that may or may not stay with us for months to come.

    • 1 hr
    044: Candid Conversation with Alex Dryden, Global Market Strategist, at JP Morgan

    044: Candid Conversation with Alex Dryden, Global Market Strategist, at JP Morgan

    In today’s episode, I have a most thought-provoking conversation with Alex Dryden who is a Global Market Strategist with JP Morgan.  Alex shares his expertise and insight in explaining what he believes is happening right now in the markets that will undoubtedly affect not only future market activity, but future investor and consumer behavior as well.  This is a climate of global economic change and uncertainty, but there are certain strategies that financial advisors should be taking on behalf of their clients right now to help protect and grow portfolios. Listen now to make sure you are on the right path to navigate these tumultuous times!

    • 32 min
    043: Financial Literacy – It’s Not Just for Adults!

    043: Financial Literacy – It’s Not Just for Adults!

    April is Financial Literacy Month and today, perhaps more than ever, Patti is urging her listeners to be financially aware. In this podcast, she stresses the importance of teaching financial literacy to our children, starting at an early age. She is joined by fellow CFP, Mac Gardner. Mac is the author of “The Four Money Bears” and “Motivate Your Money”. Mac shares his research findings teaching children and young adults about the four things that you can do with money and talks about the app that is being developed to empower our young people with greater financial awareness.

    • 31 min

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20 Ratings

20 Ratings

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