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.
098: Tim Seifert of Lincoln Financial Shares Top Leadership Traits
In the first of a two-part series, Patti welcomes Tim Seifert, the Senior Vice President and Head of Retirement Solutions Distribution for Lincoln Financial Group. Together they look back on the careers they began after college and compare it to where they are now. They discuss the specific characteristics of the leaders and mentors that shaped their career trajectories and how they, in turn, apply those leadership traits to their own teams. In doing so, they are developing highly successful and motivated team members that are all intentionally driven towards client satisfaction. These leadership skillsets transcend across all industries and are not dependent on the size of the team or driven by profit margin. Listen today to find out how you can apply any or all of these ideas to your team today!
097: Master List of Goals
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 explains that there is a Master List of Goals that most clients tend to discuss in meetings – particularly at the beginning of a year, or the beginning of the client/advisor relationship. These discussions are important in ascertaining cash flow needs, while also helping clients achieve their retirement goals. Each retirement dream and lifestyle is as unique as each individual, yet the questions that help design what retirement looks like are often the same.
096: Issues To Consider When Filing Your Tax Return
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 addresses multiple issues that listeners should consider if still working, when reviewing your 2021 tax return. While many individuals choose to have their taxes prepared by a professional, that does not mean you should not review it or have your financial advisor review it for any mistakes. It is not uncommon for something to be overlooked or potential deductions to have been missed. With tax laws changing, it is only prudent to have an extra set of eyes reviewing your return to make sure all deductions are taken advantage of! Patti discusses the most common mistakes that are made every year and reminds the listener of some of the new changes to the tax laws this year.
095: Former U.S. Ambassador John Emerson – Part 2
In the second of a two-part series, Patti welcomes John Emerson, currently the Vice Chair of Capital Group International. John previously served as the US Ambassador to the Federal Republic of Germany during the Russian Invasion of Crimea in 2014. In the first episode, Patti invited John to give his unique perspective on the Russian invasion of Ukraine and how it is affecting economies around the world. In today’s episode, John probes into the potential China-Russia collaboration and the impact that this uncertainty is having on the international markets, the war in Ukraine, as well as China’s trading partners. They also look toward the US Midterm elections and strategize how that might play out for both political parties.
094: Former U.S. Ambassador John Emerson Dissects the Russian Invasion on Ukraine
In the first of a two-part series, Patti welcomes John Emerson, currently the Vice Chair of Capital Group International. John previously served as the US Ambassador to the Federal Republic of Germany during the Russian Invasion of Crimea in 2014. Patti invites John to give his unique perspective on the Russian invasion of Ukraine and how it is affecting economies around the world. Delving into the geography and history of these countries and their political motivations over the centuries helps the listener to understand the actions of NATO and Ukraine today. Are the sanctions making a difference? John’s insight into this war is based on decades, if not centuries of conflict – this episode is not to be missed!
093: Russian Invasion of Ukraine Through the Lens of a Former US Army Officer
Freedom loving citizens around the world have been tearfully watching the news as Russia invokes war against Ukraine. What is propaganda and what is fact? The human suffering has been unimaginable and unforgiveable. So much has happened, so quickly, that we are left to wonder – how did this happen? In this episode, Patti invites former United States Army Officer, Kristopher Thompson, to give historical and geographical perspective to the Russian Federation and its obsession with Ukraine. Captain Thompson breaks down the information war and the military strategies being utilized so that the listener may better understand what is happening halfway around the world. Thompson’s unique experience offers insight into Putin, his motivation for this invasion and whether NATO’s economic sanctions will prove to be effective measures in ending this invasion.