100 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 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 Content may be outdated, and past history is no guarantee of future results or experience.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 “R

The Patti Brennan Show Patti Brennan

    • Business
    • 4.9 • 25 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 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 “R

    147: Nonqualified Plans – A Key Benefit for Top Executives

    147: Nonqualified Plans – A Key Benefit for Top Executives

    In today’s episode, Patti welcomes Josh Owen, Regional Vice President at Principal Financial Services, into the studio to discuss nonqualified deferred compensation plans. These are popular benefits that provide key high-earning employees with a tax-advantaged way to build retirement savings. This is a powerful tool to help CEOs recruit, retain, and reward executives. Many governmental taxation rules restrict the amount of money these highly compensated employees can contribute to tax-deferred plans, like a 401K, so these deferred compensation plans can give serious recruiting and retention advantages to CEOs. Patti and Josh’s review of the advantages and disadvantages of these plans will help any business owner determine if this is a beneficial tool for retaining their top earning employees.

    • 22 min
    146: Ask Patti Brennan: Should I Pay Off My Debts?

    146: Ask Patti Brennan: Should I Pay Off My Debts?

    In this episode of The Patti Brennan Show, host Patti Brennan addresses the common question of whether to use extra cash to pay off debts, emphasizing the importance of understanding one's goals behind debt repayment.
    Patti advises caution when using emergency funds to pay off debts, highlighting the need to maintain financial safety nets. She delves into considerations regarding different types of debts, such as credit cards and mortgages, focusing on the importance of analyzing tax implications and long-term financial outcomes. Patti encourages listeners to seek professional advice and emphasizes the significance of making decisions that align with individual financial security and peace of mind. Throughout the show, Patti underscores the importance of realistic financial planning for sustainable long-term outcomes.
     

    • 11 min
    145: What is Economic 3D Reset? A Conversation With Johanna Kyrklund of Schroders

    145: What is Economic 3D Reset? A Conversation With Johanna Kyrklund of Schroders

    In this episode of "The Patti Brennan Show," host Patti Brennan continues her conversation with Johanna Kyrklund, Chief Investment Officer at Schroders, who shares her insights on the economy and the paradigm shift known as the 3D Reset. This is part 2 of a two-part series.  Kyrklund discusses the three key trends shaping the economic landscape: demographics, decarbonization – focused on climate change, and deglobalization. She explains how these factors are leading to a new investment regime characterized by a shift in the trade-off between growth and inflation. Kyrklund points out that interest rates are fundamental to how everything is priced in the financial world, which results in big implications on how investors will manage their money.  Patti and Johanna also discuss proper asset allocations between US and International investment tools based on the 3D Reset.

    • 23 min
    144: 3D Reset with Johanna Kyrklund

    144: 3D Reset with Johanna Kyrklund

    In this episode of "The Patti Brennan Show," host Patti Brennan interviews Johanna Kyrklund, Chief Investment Officer at Schroders, who shares her insights on the economy and the paradigm shift known as the 3D Reset. Kyrklund discusses the three key trends shaping the economic landscape: demographics, decarbonization, and deglobalization. She explains how these factors, accelerated by the COVID-19 pandemic, are leading to a new investment regime characterized by a shift in the trade-off between growth and inflation. Kyrklund emphasizes the importance of understanding the policy divergence among different economies and provides insights into the implications for various asset classes, including bonds. The conversation touches on the unique challenges and opportunities this significant structural shift presents, offering listeners valuable perspectives on navigating the evolving financial landscape.

    • 22 min
    143: 2024 Economic Forecast With Brad Everett

    143: 2024 Economic Forecast With Brad Everett

    In today’s episode, Patti welcomes Chief Investment Officer Brad Everett for a forward-looking Economic Outlook on 2024. Addressing the backdrop of a political campaign, ongoing wars, geopolitical risks, and high interest rates, their discussion provides insights into crucial financial considerations for listeners.
    From references to 'Back to The Future' to reflections on the Phillies' 2023 season, Patti and Brad deliver an entertaining and educational conversation, highlighting the significance of individualized financial planning, time horizons, and rational decision-making. Tune in for valuable insights and a commonsense perspective on navigating the evolving economic landscape.

    • 40 min
    142: Life Insurance

    142: Life Insurance

    One of the most common areas of confusion investors have throughout their lives involves insurance.  How much coverage is enough?  And there are so many types of coverage – which is best for my needs and my situation?  There are so many issues to consider when reviewing various plans. In today’s episode, Patti defines the various coverages and explains the scenarios that determine which coverage is best. It is the 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.  

    • 19 min

Customer Reviews

4.9 out of 5
25 Ratings

25 Ratings

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