100 episodes
The Patti Brennan Show Patti Brennan
-
- Business
-
-
4.9 • 27 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 Content may be outdated, and past history is no guarantee of future results or experience.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
-
155: How to Handle Family Wealth Planning
In this riveting episode of The Patti Brennan Show, Guest Host Eric Fuhrman is joined by the esteemed John Nersesian, Head of Advisor Education at PIMCO, for an in-depth exploration of family wealth planning. Eric and John discuss the importance of families talking about money. It sets expectations and values for your loved ones in addition to being a healthy conversation.
Culturally, Americans are not comfortable talking about money. However, children need to understand it so they can be confident when making financial decisions throughout the course of their lives. When money is passed down from generation to generation, there should be a process in place to help make it more seamless.
Join us for a fantastic conversation so you are prepared for family wealth planning. Don't miss out on this riveting episode of The Patti Brennan Show!
-
154: When to Take Your RMDs
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 when and where to take RMD’s. From unknown IRA rules to updated laws, it is not uncommon for people to be very confused on this subject matter. Patti talks about the dos and don’ts she has discovered over the years.
-
153: Mid-Year Economic Outlook With Brad and Patti
In this latest episode of "The Patti Brennan Show," Patti Brennan and Brad Everett delve into the intricate dynamics shaping the mid-year economic landscape of 2024. They navigate through diverse market scenarios, the impact of persistent inflation, and strategic considerations as we approach a pivotal election season.
-
152: Exploring the Secure Act 2.0 with John Nersesian
In this riveting episode of The Patti Brennan Show, Guest Host Eric Fuhrman is joined by the esteemed John Nersesian, Head of Advisor Education at PIMCO, for an in-depth exploration of the groundbreaking Secure Act 2.0. As they unravel the complexities of this transformative legislation, Eric and John delve into its profound implications for America's retirement landscape. With John's wealth of experience and Eric's insightful questions, listeners gain invaluable insights into navigating the evolving financial terrain.
From discussing the significance of Secure Act 2.0 to exploring practical strategies for maximizing its benefits, this episode offers a wealth of knowledge and expertise. Tune in to discover how you can leverage this legislation to secure your financial future and achieve your goals.
Join us for a dynamic conversation that underscores the importance of continuous learning, adaptability, and informed decision-making in today's ever-changing financial world. Don't miss out on this enlightening episode of The Patti Brennan Show!
-
151: Headlines and Human Nature: Investing with Insight Featuring Sam Baez
In this insightful episode of "The Patti Brennan Show," Patti is joined by the insightful and entertaining Sam Baez for an engaging discussion on the current economic landscape. Patti and Sam explore key events, market timing, and the importance of focusing on individual financial goals.
Highlights from the episode include:
Market Timing & Time Travel: Sam uses a fun time-travel concept to explain why predicting market movements is impossible. Reflecting on 2023: A look back at major events like the SVB collapse and the ongoing Russia-Ukraine conflict and their impact on the markets. Investment Strategies: The importance of planning for personal goals such as retirement, buying a home, and saving for college rather than reacting to market noise. Client-Centric Approach: How Key Financial prioritizes clients' unique needs and long-term goals over market headlines.
-
150: Ask Patti Brennan: Where Should My Next Dollar Go?
In this insightful episode of "The Patti Brennan Show," Patti delves into a common yet crucial question: "Where should my next dollar go?" Whether you're navigating surplus cash flow, pondering retirement contributions, or considering the implications of after-tax investments, Patti provides valuable guidance tailored to your unique financial goals. From establishing emergency funds to exploring investment options like Roth conversions and 529 plans, Patti's expertise empowers listeners to make informed decisions and secure their financial futures. Don't miss out on this illuminating discussion that can transform the way you approach your finances.