December 13, 2024

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.

November 27, 2024

In this episode of The Patti Brennan Show, guest host Carrie Brennan interviews her mother, Patti Brennan. Patti shares her fascinating journey from graduating with a nursing degree from Georgetown University and working in the ICU at Lankenau Hospital, to founding Key Financial Inc. in 1990. This was after discovering her passion for financial planning and wanting to help others. Additionally, Patti has authored a book titled “Am I Going To Be Okay…And Is Okay Enough!”, now available on Amazon.

November 15, 2024

In this episode of The Patti Brennan Show, guest host Michael Brennan joins Patti to discuss her recent conference experiences. From New York to Las Vegas, Patti has been traveling, engaging with some of the brightest minds in the industry. This episode highlights pressing issues in today’s world, as Patti shares valuable insights from her conversations with industry leaders.

November 5, 2024

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 being that federal law is requiring certain companies to report information about their beneficial owners to the U.S. Government by January 1st, 2025. Companies that meet certain 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!

November 1, 2024

In this episode of The Patti Brennan Show, guest host Michael Brennan joins Patti to explore the fascinating Presidential Cycle Theory. Together, they dive into the concepts of the "sophomore slump" and the "third-year bump," examining how these patterns might impact market performance. Michael’s curiosity led him to research whether the Key Financial team has the potential to align rates of return with the trends historically associated with different presidential terms.

October 18, 2024

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 as it relates to the aging process, retirement and the different phases that we all go through!

October 4, 2024

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, Patti breaks down each of these in a very simple way!

September 20, 2024

In this episode of The Patti Brennan Show, guest host Michael Brennan, joins Patti, Rory and Matt (both from our planning / investing side) to discuss what can happen in an election year, including market uncertainty. This brilliant group of individuals discuss election year stats, myths and everything in between. This is just part one! There is so much to discuss regarding this topic that we will follow up with Part 2 closer to the election. Don’t miss out on this episode of The Patti Brennan Show!

September 6, 2024

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 up to Boston to be with so many brilliant minds. He learned so much about the latest and greatest discoveries as they relate to retirement and what those stages consist of. The four pillars of retirement focus on what people were 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!

September 3, 2024

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 all about 529 plans. What you don’t know can hurt you. So, Patti peels back the onion by discussing how to maximize all the benefits that a 529 can offer.

August 9, 2024

In this episode of "What's Going On? The Evolving Relationship Between Stocks and Bonds," Patti Brennan and Brad Everett delve into the intricate dynamics shaping today's financial landscape with expert insights and strategies. They explore the historical relationship between stocks and bonds, discussing its impact on portfolio diversification amidst current economic conditions. From navigating market volatility to understanding the influence of interest rates and inflation, Patti and Brad provide practical advice for maintaining financial resilience and achieving long-term investment goals. Tune in to gain valuable perspectives from both hosts on adapting your investment strategy and optimizing your portfolio for sustained growth and stability in an ever-changing market environment.

August 2, 2024

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 life. When money is passed down from generation to generation, there should be a process in place to help make it a more seamless process. 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!

July 12, 2024

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’s talks about the dos and don’ts that she has discovered over the years.

June 28, 2024

In this latest episode of "Key Financial Insights," Patti Brennan and Brad Everett delve into the intricate dynamics shaping the mid-year economic landscape of 2024. They navigate through diverse market scenarios, including the potential outcomes of the "no landing scenario" and its implications for interest rates and economic growth. The discussion also focuses on the ongoing impact of inflationary pressures on investment strategies, particularly in managing bond durations. As the election year unfolds, they analyze historical market trends, preparing listeners for potential volatility and emphasizing the importance of personalized financial planning tailored to individual goals and risk tolerances. Throughout the episode, Brennan and Everett underscore the significance of a client-centric approach in navigating uncertainties and optimizing investment decisions.

June 14, 2024

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!

May 31, 2024

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.

May 17, 2024

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 invaluable 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.

May 3, 2024

In this episode, Patti welcomes Alison Owen, president and founder of Turks Head Wines, a budding enterprise poised to bring the West Coast wine experience to the East Coast. With Alison's 20 years of corporate success and her leap into the wine industry, listeners are in for a treat as they explore Alison's journey from corporate America to vineyards, discussing the courage to pursue passion, building a brand, and creating a community around wine education and enjoyment.

April 19, 2024

On this week’s episode of “The Patti Brennan Show”, we present a vital episode in its "Ask Patti Brennan" series, focusing on the cornerstone of financial stability: the emergency fund. Host Patti Brennan navigates through practical advice and insights, emphasizing the critical role of emergency funds in weathering life's uncertainties, whether it's a job loss, unexpected expenses, or economic downturns. With a blend of optimism and realism, Brennan delves into the nuances of emergency fund management, from determining the ideal amount based on individual circumstances to strategic allocation options. Through relatable anecdotes and expert guidance, listeners gain a deeper understanding of why an emergency fund isn't just a financial cushion but a strategic necessity for navigating life's twists and turns. Tune in to "The Patti Brennan Show" for actionable advice on securing your financial future with wisdom and care.

April 5, 2024

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. There are many governmental taxation rules that 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.

March 22, 2024

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. Brennan 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, emphasizing the importance of analyzing tax implications and long-term financial outcomes. Brennan 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.

March 8, 2024

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.

February 23, 2024

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 presented by this significant structural shift, offering listeners valuable perspectives on navigating the evolving financial landscape.

February 9, 2024

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.

January 26, 2024

One of the most common areas of confusion that 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.  

January 12, 2024

Patti welcomes Tim King, Senior Vice President at John Hancock Investments into the studio to discuss the intricacies of selling a business. Tim has a Certified Exit Planning Advisor designation, and he shares his expertise with Patti as they discuss the nuances of successfully putting your business up for sale and getting top dollar.  There are actions that can derail a sale and there are specific action steps to take in advance of the decision to sell, that can set a business owner up for success.  Whether you are a business owner looking to sell your business or looking to pass your company on to a family member, Patti and Tim break down the best ways to do either.

December 29, 2023

Patti welcomes Bernadette Hunter, the Director of Client Engagement for Key Financial, into the studio to discuss the top financial mistakes people make that can sabotage their retirement plans.  Patti also reveals the top habits that can help set people up for success in their retirement. It is never too early in a career to engage in those habits that decades later produce big results. Patti believes there are specific, actionable steps to take in three seasons of life that are critical to successful retirement planning. Listen today to find out what they are!

December 15, 2023

Today’s show is the second episode of a two-part series, where Patti invites John Nersesian of PIMCO Investment Management into the studio.  John is the head of Advisor Education at PIMCO, providing advanced wealth management and planning techniques, as well as investment consulting education to financial professionals.  In this episode, Patti and John discuss the record-breaking charitable giving statistics for 2022 in the United States, and then take it a step further by offering several strategies that make charitable giving more impactful. These are intentional steps that have tax benefits as well as allowing the donor to be more intentional in their giving. This episode also educates the listener in a variety of advanced planning tools that could be of significant value if one is looking to add philanthropy into their estate planning.

December 1, 2023

Today’s show is part one of a two-part series, where Patti invites John Nersesian of PIMCO Investment Management into the studio.  John is the head of Advisor Education at PIMCO, providing advanced wealth management and planning techniques, as well as investment consulting education to financial professionals.  In this episode, Patti and John discuss the importance of year end planning – how to implement various strategies and take specific opportunities that can help protect and grow your portfolio.  They discuss the importance of taking those opportunities to implement fundamental strategies throughout the year – not just at year end. John provides a helpful checklist that is also available on our website to all listeners. 

November 17, 2023

This episode 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. One of the most frequent questions we hear is should we combine our accounts now that we are married? This question does not just apply to young couples, it also applies to second and third marriages – which can also complicate issues, particularly when young children are involved. There is not a set answer to this question because there are many considerations involved. Patti sets out the pros and cons of each as she tackles this complicated topic.

November 3, 2023

Patti welcomes Kristopher Thompson, a Planning and Portfolio Consultant with Key Financial, Inc. to the studio to discuss one of the hottest topics in the news today – Artificial Intelligence. AI is revolutionizing almost every industry, from medical to software to financial services. Machine learning is collecting massive amounts of data that have been gathered and stored for decades and using it to solve problems, create new medicines and so much more! AI is more than just ChatGPT – what does our future look like? Will jobs be eliminated? What should we be concerned about and what are the implications in the way we approach financial planning? Tune in to hear their candid conversation and learn some key takeaways that may impact everyone’s future.

October 20, 2023

Patti welcomes Cathy Saunders, Head of Corporate Sustainability and Public Policy for Putnam Investments, again into the studio to discuss the “building blocks” for designing a great client experience.  Cathy identifies 4 key standards that have stood the test of time in delivering excellent service to enhance any client experience.  These standards are not necessarily industry disrupters or require innovative technology, but if performed consistently, are almost guaranteed to result in increased customer/client loyalty and satisfaction. Whether you are part of a small team or large organization, adopting these four standards could significantly improve your clientele’s experience and satisfaction.

October 6, 2023

As investors consider different streams of income during their retirement years, annuities often come up in conversation.  To some it is a viable alternative, to others it is a very confusing and sometimes misunderstood alternative. There are multiple considerations to take into account when researching annuities, and Patti breaks down the risks and advantages of each. What may be a great annuity option for one individual, may also be detrimental to someone else.  How does one decide if an annuity fits within a financial plan? This episode will answer that question and more.  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.

September 26, 2023

Patti welcomes Tate’s Bake Shop Founder, Kathleen King, into the studio to hear her incredible story of building her business from a small farmstand to the multi-million-dollar company it is today.  With pure resilience and grit, Kathleen started her cookie making business at the age of 11 years old.  She is brutally honest when discussing the mistakes that then led to her losing her business, only to then pick herself back up to rebuild.  The lessons learned from Kathleen’s experience were the key to her success.  Anyone thinking of following a dream to open their own business will certainly find inspiration in this episode!

September 14, 2023

In today’s episode, Patti welcomes Planning and Portfolio Consultant, Sam Baez for a mid-year assessment of what exactly happened to the 2023 New Year discussions regarding a looming recession. Was America hit with the recession that many pundits predicted? Patti and Sam define what needs to happen in the economy to warrant a recession and then discuss the extenuating circumstances that may have spared our country from a full-blown recession. While most investors hope to avoid a recession, Patti and Sam articulate that the goal should really be to endure it – and they give plenty of tips on how to do that!

September 14, 2023

As the majority of the baby boomer generation is well into retirement mode, and the earliest born in Gen X is beginning to think about retirement, one of the biggest expenditures during that last season of life will be medical expenses.  Nobody ever plans on getting in an accident, or being diagnosed with an illness or debilitating disease, but prudent investors must plan for the possibility of needing long term healthcare coverage. With the myriad of plans and options out there to consider, Patti dedicates this episode to discussing as many healthcare coverage options as possible in retirement that she can.  There are nuances and considerations for each alternative and Patti breaks down the risks and advantages of each. This episode 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.

August 11, 2023

Patti welcomes Cathy Saunders, Head of Corporate Sustainability and Public Policy for Putnam Investments, into the studio to discuss the lessons both have learned in developing leaders on their teams.  Working alongside the top leaders in the financial services industry, Saunders lists the five pillars of leadership that all great leaders have in common. Whether part of a community, a team or a corporation, we all have the potential to be influential leaders and effect change.  Patti and her guest share personal stories of identifying talent in various disciplines of life and the common thread they’ve seen as leaders are developed.

July 29, 2023

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 today’s episode, Patti combines her experience as a mother of four, with her expertise as a financial planner to share practical ideas for every parent whose children are officially “launching” into adulthood. From income tax savings and strategies to salary protection, Patti lists several action steps for parents to utilize and share with their adult children. There are so many opportunities available that many people are not aware of. This is definitely an episode to take notes on and share with those you care about!

July 14, 2023

Today’s episode is a special re-broadcast of FS Investments’ Head-to-Head Podcast, a podcast series that interviews the brightest minds, innovative thinkers, and thought leaders in the financial services industry. In today’s episode, Patti Brennan is asked to tell her story. How did Patti go from being a young ICU nurse to one of the nation’s top-recognized financial advisors? It is an illuminating and inspiring story for anyone thinking they’d rather be following a dream they are not actually living – it’s never too late to follow your passion!

June 30, 2023

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 today’s episode, Patti reviews five key concepts of credit. It’s very important for every consumer to know how their credit score is determined and how to keep a good score. Patti also reveals that a significant change is going into effect this summer that may be very detrimental to many consumers. Listen today to protect your credit rating against any negative consequences!

June 16, 2023

Patti welcomes motivational speaker and life coach, Laura Clancy, into the studio to hear her unbelievable experiences with tragedy. Many people have not dealt with this level of tragedy in their lives, much less what Laura and her family have gone through. Laura shares not one, but three incredible stories of resilience through tragedy. She will share her lessons learned so that every listener can be more proactive in protecting their assets and their families. This episode is not to be missed and definitely one to share!

June 2, 2023

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 today’s episode, Patti answers a question that has been on a lot of people’s minds….Are We at Risk of Losing our Social Security? Patti answers this question point-blank and then offers many reasons why we should still be optimistic. She reviews that many solutions that are available to save this system of income that so many Americans rely on. This is a timely episode that will help guide our decisions as we reach specific ages in retirement.

May 19, 2023

Patti welcomes Catholic priest, Father Robert Sirico, who is the author of The Economics of the Parables. This very popular book parallels the economics of 2000 years ago with today’s economy as told through the parables of the Old Testament. As Patti notes in their discussion, while 2000 years of history has certainly lifted the standard of living, the moral decisions we make every day remain the same and have stood the test of time. Fr. Sirico’s book outlines each of the 13 parables and reveals that the lessons that Jesus was teaching over 2000 years ago are just as valuable and relevant today.

May 5, 2023

Patti welcome realtor Dan Mancini into the studio to discuss the benefits of investing in rental properties. Throughout the bear market of 2022, the real estate market was on a roller coaster ride of it’s own. Homeowners were getting thousands above asking price at the beginning of the year and then as interest rates rose steadily throughout the year, December showed 44% of sellers giving concessions. Builders aren’t building and inventory is low. But the one aspect of the market that has benefitted from the volatility has been the rental market. Patti learns the secrets of successful rental investing from a real estate agent that specializes in this area. Tax benefits are just one of the many ways investors are hitting home runs in the rental industry – listen today to learn about the others.

April 21, 2023

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 today’s episode, Patti unveils the myriad of ways that criminals are using to defraud and take advantage of innocent investors and consumers. From complex Ponzi schemes to “too good to be true” annuity ploys, investors need to be wary of these predators. Listen today to hear the latest tactics to be aware of so you can protect your portfolio and the financial futures of those you care about.

April 7, 2023

March 24, 2023

The first quarter of the year brings resolutions, new corporate goals and strategies, as well as meetings with advisors and accountants. There are certainly a lot of tax saving strategies that good financial advisors and tax accountants implement throughout the year and not just at “tax time” – but there are also many other issues to consider to maximize earnings potential and tax saving opportunities in your portfolio; and the beginning of the year is just the time to review them. Patti reviews “The Three R’s” and give actionable steps and strategies for the investor to implement right now.

March 10, 2023

America is well into the first quarter of the New Year, and most can agree that saying goodbye to 2022 was good riddance! Everybody seemed to lose value in their portfolios and the stocks and bonds markets were both down in the same year; which has only happened three times in history! Is 2023 going to be more of the same? Patti and her Chief Investment Officer, Brad Everett, review all that transpired in 2022 and look forward to this year with a renewed sense of optimism, amidst rumors of an impending recession. What are the are bright spots in the economy and what should investors be discussing with their advisors? Is there an economic recession in our future? Patti and Brad discuss their thoughts on recent trends and the implications that these have on financial planning and the success of portfolio performance.

February 24, 2023

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. Today’s episode was produced in response to many questions submitted to us by listeners who are wondering what specific actions should be taken to protect their retirement portfolios particularly as it pertains to the looming debt ceiling. Patti addresses their concerns with actionable steps to take today to help preserve retirement assets, while also maintaining a healthy emergency fund. She also reminds investors to not confuse stable with safe – what is the difference? Listen today to find out!

February 10, 2023

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 invites three of her Client Service Associates into the studio to discuss some of the issues they have dealt with for clients who have not properly communicated their final wishes to their loved ones. From unknown passwords to outdated beneficiary designations, it is not uncommon for people to overlook putting important security or personal information in an easy to find document for loved ones in case of emergency – or even worse, at the time of their passing. Patti’s Client Service team reviews an important list they’ve created to prevent these things from happening to others.

January 27, 2023

Patti welcomes old friend, Gregg Stebben, back into the studio to hear about his recent travel to Poland and the Ukraine. Since the start of the Russian invasion into Ukraine, Gregg has traveled there several times after meeting with the only ex-Russian Parliament member to vote against the annexation of Crimea in 2014, Ilya Ponomarev. Together, they authored the book “Does Putin Have to Die?”. In today’s episode, Patti and Gregg chronologically review Russian history and the political decisions and actions taken that have brought Russia and Ukraine to the war they are in today. Gregg shares his personal experiences while trying to make a positive impact amidst unimaginable adversity and offers a unique perspective on what it will take to end this conflict and bring democracy back to the region. This is an episode of humanitarian struggle and resilience and is not to be missed!

January 13, 2023

December 30, 2022

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 sits down with one of her Portfolio Consultant’s, Spencer Pete, to discuss various investment opportunities to hedge against inflation. One investment tool that is getting a lot of attention in the media lately is I Bonds. Patti and Spencer discuss the best way to utilize these in a portfolio and also offer other alternatives to use in this inflationary marketplace.

December 16, 2022

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 acknowledges that we are in the midst of one of the worst bear markets she can remember. With losses in almost every market and investment vehicle, it may be surprising to learn that there are significant opportunities for the investor today. Patti explains what these opportunities are and educates the listener specifically on the advantages of tax loss harvesting. Speak with your advisor today before the year closes out to see how you can maximize these opportunities within your own portfolio.

December 2, 2022

As inflation continues to rise and the markets are up one day and down the next, Patti and her Chief Investment Officer, Brad Everett, reflect on their economic outlook podcast episode that was recorded earlier this year. Even seasoned industry professionals who have been through bear markets before, could not have foreseen all the outside forces and global events that have transpired in 2022. How close did their forecast come and what are the action steps the Key Financial team is taking right now to protect client portfolios? There are several opportunities for investors right now and it is important to acknowledge that history shows economic relief may just be around the corner.

November 18, 2022

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 financial concerns that the listener should consider during a high inflationary environment. From cash flow needs, managing assets and debt, and potential tax implications, Patti offers some actionable ideas to listeners to help get them through these troubling times. Financial planning is important – now more than ever!

November 4, 2022

Inflation is skyrocketing in America and across the world. Patti sits down with her Chief Planning Officer, Eric Fuhrman, to discuss what the major headwinds are that are currently driving the economy and asset markets. Looking into the history of the Federal Reserve policy and fiscal policy, they contemplate correlations to determine the best moves to make with investment portfolios during this volatile market.

October 21, 2022

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. Throughout our lives, there are specific age milestones that trigger certain opportunities or strategic financial decisions that must be made. Many are familiar with a particular age milestone, but not necessarily the action step that needs to be taken you hit that age. In this very important episode, Patti thoughtfully walks the listener through each major age milestone and lays out the potential choices that can be made, while also reviewing the consequences of each decision.

October 7, 2022

Patti was recently asked to be a guest on Hartford Funds' Human-Centric Investing Podcast. Together, with hosts John Diehl and Julie Genjac, Patti discusses the importance of helping her clients age with dignity, while also opening communication lines within the family. Throughout her career, Patti has discovered that while the conversation might be very delicate and emotional, it is paramount to discuss "what if's" with adult children. In every client/advisor relationship, there may come a time when a client may become ill or incapacitated. Patti feels that it is her responsibility to help her clients prepare for that unexpected event. Part of helping her clients age with dignity, is working with them proactively in those decisions so family members are aware in advance of their loved one’s wishes. Listen today to find out how to start those difficult conversations with your loved ones – you’ll be glad you did!

September 23, 2022

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 one of those most common questions she’s presented with. "Patti, where should I put my savings?" There are so many different types of accounts to help grow your savings tax free, but they have varying limitations and benefits. Patti identifies the appropriate accounts for each income situation and stage of life, and shares some of the negative consequences associated with certain strategies offered by other finance professionals. Listen today to hear concrete actionable steps you can take to maximize your savings right now!

September 9, 2022

Today's show is the second episode of a two-part series, in which Patti welcomes Tim Seifert, the Senior Vice President and Head of Retirement Solutions Distribution for Lincoln Financial Group. Together they continue their conversation about what defines a great leader and the characteristics that are attributed to that role. Many may recognize these traits, but do you also realize the importance of being a good follower and mentee? What is that all about and why is it important? Patti and Tim answer this and reflect back on their experiences in building successful teams and identify what they all have in common.

August 26, 2022

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 the listener should consider when reviewing health and life insurance policies. Reviewing all your coverages on various policies is an important aspect of your financial planning. Mandates within insurance companies can and do change and it is important that each policy is reviewed at least once a year to make sure the terms of the coverage haven’t changed and still remain relevant. Patti offers actionable steps for a variety of coverages, available to most consumers, that will help keep them protected without the policy lapses.

August 12, 2022

Today’s show is part two of a two-part series, where Patti continues her conversation with John Nersesian of PIMCO Investment Management. John is the head of Advisor Education at PIMCO and provides advanced wealth management and planning techniques, as well as investment consulting education to financial professionals. In this episode, Patti and John discuss the importance of tax planning throughout the year – how to implement various tax saving strategies that can help protect as much of your portfolio as possible. They discuss the fundamental opportunities that advisors take on behalf of their clients that can provide critical tax relief – from charitable giving strategies to Roth conversion opportunities to the importance of imparting financial values to your adult children with legacy planning techniques.

July 29, 2022

There has been a lot of hype about cryptocurrency since its creation and introduction to the markets a few years ago – but does anyone really understand what it is or how it works? Patti sits down with her Chief Planning Officer, Eric Fuhrman, to dissect fact from fiction to help listeners better understand what cryptocurrency is and if it has any value at all in today’s diversified portfolio management.

July 15, 2022

In the first of a two-part series, Patti welcomes John Nersesian of PIMCO Investment Management. John is the head of Advisor Education at PIMCO and provides advanced wealth management and planning techniques, as well as investment consulting education to financial professionals. Patti and John discuss their shared philosophy of continuing to further their learning and developing their skillsets so that they can help clients in a meaningful way. They agree that there are two main goals in retirement that a trusted advisor works toward for their clients. Listen today to find out what those are and how to best navigate these turbulent economic times with your financial advisor.

July 1, 2022

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 timely episode, Patti acknowledges the volatile state of today's economy amidst rising inflation and interest rates. She defines what a market correction is versus a recession and shares the specific steps investors should take during each. It is human nature to want to make sudden changes within a portfolio, but Patti cautions against that with considerations taken for all aspects of an investor's life – not just portfolio performance. Listen today to hear the actionable steps to take, whether you are retired or still employed.

June 17, 2022

Patti was recently asked to be a guest on Hartford Funds' Human – Centric Investing Podcast. Together, with hosts John Diehl and Julie Genjac, she discussed the importance of connecting with adult children of clients. Patti stresses the power of being a resource for the entire family – not just the client parents. Engaging young adults as they begin their professional careers sets them up for success, in a way that parents sometimes are unable to do. While it is not uncommon for client parents to reach out to Patti and her team, Patti stresses that what is most important is that the conversation is had when the adult children are embarking on careers, and they are then able to start making meaningful decisions about their financial futures and educated decisions about contributions to their retirement accounts. Listen today to find out what those tips for success are!

June 3, 2022

Today's episode is a special rebroadcast of an economic presentation Patti gave to the oldest and largest law firm in Delaware. During this presentation, Patti outlined specific financial strategies that young Associates, as well as seasoned Partners and Directors, should consider implementing during this very volatile economy. Drilling down to the various stages of life is also critical when making certain decisions because each stage also has its own particular financial challenges. Rising inflation, potential interest rate hikes, and the turbulent real estate market is also affecting financial decision-making. This episode is not just for attorneys – the issues discussed, and strategies offered, apply to any industry – especially during times of economic crisis.

May 20, 2022

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 them 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 toward 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!

May 6, 2022

This episode 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. 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.

April 22, 2022

This episode 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. 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 them or have your financial advisor review them 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.

April 8, 2022

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.

March 25, 2022

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!

March 25, 2022

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? Human suffering has been unimaginable and unforgivable. 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 a 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.

March 11, 2022

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 at the beginning of a new year. Patti explains why each of these issues is important and how the science of compounding can provide results faster than anticipated. She also cautions listeners to know the risks of not considering these issues and the effects they can have on your taxes and your portfolio.

February 25, 2022

Patti was recently asked to be a guest on Michael Kitces' Podcast "Financial Advisor Success". Michael is a brilliant thought leader in the financial advisory industry and has devoted his career to improving best practices among advisors through his blog, his newsletters and his podcast. Today’s episode of The Patti Brennan Show is a special re-broadcast of the Kitces’ episode in which Patti shares the story of Key Financial – the struggles and the successes through the years. She describes how she has scaled the firm by centralizing her departments into a team structure, while at the same time creating systems that are unique in the industry. She also shares her fears and vulnerabilities during crucial times, that ultimately resulted in the firm’s explosive growth.

February 11, 2022

America is two months into a New Year and hopefully COVID concerns are in the rear view as mask mandates begin lifting throughout the nation. Most Americans are more concerned with the rising rate of inflation and supply chain shortages and the impact that both seem to be having on the markets and the economy. Patti and her Chief Investment Officer, Brad Everett, discuss current market conditions and predictions and give meaning to the data to help the listener better understand what is really going on in the world. While some industries are still struggling and mortgage rates are beginning to creep up; there are many bright spots in the economy happening too. From the decrease in the unemployment rate to the increase in small businesses, Patti and Brad discuss the implications that all of these have on financial planning and the success of portfolio performance.

January 28, 2022

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 reveals specific details to look out for with some of the most common and dangerous cyber hacking scams out there. Learn how to identify the scam and, more importantly, how to implement the steps needed to prevent yourself from ever falling victim to a cybercriminal in the future.

January 14, 2022

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. As Americans are getting their financial and legal houses in order for the beginning of the New Year, many are wondering what ramifications Biden’s tax proposal may have on their estate plan. Patti guides the listener through a checklist of important items to keep in mind before updating or changing certain parts of your estate plan. She also reveals what the best legal tools are to protect yourself and those you love from expensive tax implications.

December 31, 2021

What age is the best age to start teaching children about money? Every parent may give a different answer to that question and, at times, may regret not teaching their children about the value of money earlier. In this episode, Patti sits down with Key Financial Planning and Portfolio Consultant, Sam Baez, to learn the secrets to his success in educating his own small children about the value of money. Patti also shares her successes (as well as her failures) in teaching her four children about saving and spending their hard-earned money.

December 17, 2021

In the second of a two-part series, Patti welcomes back Dr. Joseph Coughlin Ph.D., Director of the MIT AgeLab. Together they discuss VAL – Virtual Assisted Living in retirement. This new concept depends heavily on the awareness that technological advancements have the capability to greatly improve the quality of life in retirement. In Dr. Coughlin’s book, “The Longevity Economy”, he explains why longevity planning should be an integral part of retirement planning. With so many retirees choosing, and hoping, to stay in their homes as long as possible – VAL is a program that offers solutions to help make that happen.

December 3, 2021

In the first of a two-part series, Patti welcomes back Dr. Joseph Coughlin PhD, Director of the MIT AgeLab. Together they explain what the new "social security" is in retirement. This new concept of social security may be more important than the actual social security checks retirees receive every month because it affects quality of life in retirement. In Dr. Coughlin’s book, "The Longevity Economy", he explains why longevity planning should be part of retirement planning. Just because someone has money and financial security, that doesn’t necessarily mean you have a life. Patti reveals how she, as a trusted advisor, collaborates with her clients to successfully plan their retirement through longevity planning.

November 19, 2021

Patti welcomes special guest, Kevin Reilly to the show. Kevin is a former Philadelphia Eagles Linebacker and Special Teams Captain who was diagnosed with a devastating cancer that ended his professional football career and almost took his life. Kevin shares his story of unimaginable pain and the struggle of recovery that led to his true purpose in life. At a time when Americans are struggling with rising inflation and economic concern, Patti acknowledges that this message of faith, hope, and perseverance will help put everything in perspective.

November 5, 2021

Patti meets with her Chief Planning Officer, Eric Fuhrman, to unravel the intricacies of Biden’s New Tax proposal, the Build Back Better Plan. It seems that while a lot of items are being “negotiated” off the proposal, there is a handful of line items that should be causing concern for many Americans – and not just the top-tier wealthy Americans. Time is running out to take advantage of some "must-do's" in financial planning and estate planning before the end of the year. Patti and Eric give detailed solutions to take advantage of some key opportunities still available to save on taxes and help preserve capital.

October 22, 2021

Patti meets once again with her Chief Planning Officer, Eric Fuhrman, to sift through all the Plans and regulations of Medicare. Open enrollment for 2022 starts October 15th and ends on December 7, 2021. Each Plan offered in Medicare has different coverages and it’s important that consumers are aware of the inclusions and limitations associated with each. Patti and Eric carefully dissect the nuances of each Plan, while also reminding the listener of key dates in the timeline to be aware of. Also discussed are key considerations if a spouse is still employed and has other healthcare coverage.

October 8, 2021

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). There are many reasons people choose to move to another state. The hot real estate market of 2021 may have accelerated the issue for many considering retirement or job change. Before making this decision, there are several issues to consider – many involving serious potential tax consequences. Patti guides the listener through a checklist of important items to keep in mind before making the big move, to better understand the rules when establishing state residency to fight potential tax audits.

September 24, 2021

Patti welcomes Dr. Jason Karlawish, co-director of the Penn Memory Center, and author of "The Problem of Alzheimer's – How Science, Culture, and Politics Turned a Rare Disease into a Crisis and What We Can Do About It". They define the difference between mild cognitive impairment, dementia, and Alzheimer's and address the stigma associated with this disease. America is one of the few western global democracies that has not formulated a national healthcare plan to cover the rising costs associated with caring for individuals suffering from this disease. Dr. Karlawish identifies the signs to look for in diagnosing this disease and reveals how recent biomedical breakthroughs can spur our healthcare system from failing these patients to saving them.

September 10, 2021

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 another important question asked by her clients. "I have a child/grandchild with special needs, what resources are out there that can assist me in providing and maintaining a good quality of life for him/her?" Patti identifies some great state and federal programs, as well as key estate planning opportunities that should be taken advantage of. She also offers other solutions to questions regarding adoptions of children with special needs.

August 27, 2021

Patti meets with her Chief Planning Officer, Eric Fuhrman, to discuss concerns most Americans have right now regarding rising inflation. To understand the relationship between our economic imbalance and inflation, they first define the two concepts and then give a global historical perspective. Is history repeating itself in relation to the economic crisis we faced with inflation during the 1970s or is this transitory, short-term inflation? What do the pandemic and global economic shutdowns for 2020 have to do with the rise in inflation we are now seeing? Patti and Eric delve into what is happening and why. As consumers, Americans should be aware of how long the economic recovery might take and what goods and services are affected more than others. As investors, Patti offers some suggestions on what steps should be taken during this time.

August 13, 2021

In America today, there are 31 million small businesses. These small businesses represent over 99% of all companies nationwide! Many of them fight month to month to remain profitable without the threat of a global pandemic. What was the difference between the companies that made it through 2020 and those that did not? In this episode, Patti interviews four different consumers in different demographics to discover their favorite small businesses they chose to support and she learns a few "secrets" as to how these businesses were able to survive – and thrive – through the pandemic. The key to small business success may be the same key to success for major corporations as well!

July 30, 2021

This is the “wrap up” episode of last year’s Covid-19 series entitled Covid and Courage. Patti concludes the series with an emphasis on our nation’s recovery. She addresses the recoveries of small businesses and the importance of knowing your corporate culture. Smart leaders have pivoted to be sensitive to the needs of their employees and their respective family situations. She shares her perspective as a CEO, and a consumer, with Gregg Stebben, a nationally renowned radio host, author, and journalist who has interviewed Presidents, Senators, and professional athletes.

July 16, 2021

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 one of the most frequently asked questions by her clients…My son/daughter is getting married, "What issues should we discuss with them to better prepare them to be financially secure?" There are many financial pitfalls that can be avoided – whether it’s a first marriage or a second, Patti reveals the very important topics that must be discussed and the decisions that should be made to remain financially secure.

July 2, 2021

This episode is next in the new 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 (Rarely asked, but should be asked, question). In this episode, Patti addresses the first issue of how to come up with a down payment and what, specifically, the lenders are looking at. She also warns against big mistakes that buyers make and how they can be protected from them. This is a must-listen podcast for anyone looking to jump into the hot real estate market right now by buying their first home or vacation property.

June 18, 2021

The latest large proposal of the Biden administration is The American Families Plan. The debates in creating this large tax plan are huge, everchanging, and cross party lines. Patti meets with Bill Cass, the Director of Wealth Management for Putnam Investments to discuss the implications of the proposal as it looks now in the summer of 2021. They discuss the tax law changes that will most likely get passed later this year, as well as the proposed changes that are rumored to be eliminated from the final proposal of the bill before it is passed. Patti and Bill share how high net worth individuals, corporations, and anyone with an estate plan that involves gifting and Trusts will learn a few surprises that may come with the President's new tax proposal.

June 4, 2021

This episode is next in the new 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 (Rarely asked, but should be asked, question). As graduation season is upon us, this timely episode offers three specific things to do for recent college grads. These tips from the Barron’s Hall of Fame Advisor and Forbes Best in State Advisor are the same advice that Patti gave her own kids when starting their careers. Listen today and share these valuable strategies with all the college graduates you know!

May 21, 2021

Newly recognized by Chester County Chamber of Business and Industry as the 2021 Executive of the Year, Michael Duncan shares his experience as Chester County Penn Medicine Hospital’s CEO during the COVID pandemic. Patti and Michael discuss the multitude of challenges that he faced during the worst global pandemic in our lifetime. From PPE shortages to fragile employee morale to issues of social injustice, his leadership was tested at every turn. Who inspired this CEO through the worst of it? What were the lessons learned and taught? Patti asks the tough questions and learns a lot of what was happening behind the scenes during this tumultuous year. In part two of a two-part series, this episode is one of heartache but also one of hope and the fortitude of the human spirit.

May 7, 2021

As a Board Member of Chester County Hospital for several years prior to Michael Duncan's arrival, Patti was familiar with the financials of the Hospital. Within a year of Michael's appointment to Hospital CEO, he was laying out a $300 million expansion proposal for the future of Chester County’s beloved independent hospital. Patti and Michael discuss the challenges his leadership faced, how he overcame them, and led them through the biggest expansion and future acquisition of the Hospital by Penn Medicine. Recognized by Chester County Chamber of Business and Industry as the 2021 Executive of the Year, learn how Michael's leadership has now turned Chester County Penn Medicine Hospital into the #1 community-based hospital in Pennsylvania – according to Newsweek magazine. This is part one of a two-part series.

April 23, 2021

In the first episode of the new #AskPattiBrennan podcast series, Patti answers one of her listener's frequently asked questions. This series of podcasts will be shorter in length and will address one FAQ or RAQ (rarely asked, but should be asked, question). In today's episode, Patti cuts through all the confusion regarding how long certain documents should be kept and when is a good time to shred them. There are three timeframes to keep in mind and each one is specific to certain documents. Listen today to get your answers!

April 9, 2021

Patti meets with her Chief Planning Officer, Eric Fuhrman, to discuss the recent fiscal stimulus packages and the effect they have on the nation's output gap. To understand the relationship between the two, they first define the concepts and then give historical perspective. Many Americans are asking the question, "Why does the government spend huge sums of money during economic crises?" Patti and Eric answer this question and delve into the nuances of how the government determines exactly how much to spend. They also explain why this practice has been so effective for our economy – contrary to some public reaction that may be heightened when discussing figures of this magnitude.

March 26, 2021

In part two of this two-part episode, Patti continues her conversation with Sarah Bratton Hughes, the Head of Sustainability at North America for Shroders. They delve deeper into how governments can influence investor and consumer behavior by imposing new laws and tax policies. With recent Presidential actions, the United States is positioning itself in a leadership role and will most likely influence a significant increase in global climate action. Various industries and markets around the world are evaluating everything from their labor practices to their environmental impacts, to make sure strong governance is in place that will result in more positive environmental or social policies. Investors are looking to maximize long-term returns by understanding which industries and markets are compliant or moving towards sustainable practices.

March 12, 2021

There has been a shift in thinking when it comes to socially responsible investing – and it’s not only an important issue with millennials! In today's episode, Patti is joined by Sarah Bratton Hughes, the Head of Sustainability at North America for Shroders. Sarah defines the three categories of sustainable investing and explains what changes she is seeing in the global markets as a result of investors and corporations looking to make socially responsible decisions. As nations around the world shift to clean energy and technologies, institutional investors and asset managers are answering the new demand for these investment products. In the first of a two-part series, Patti and Sarah identify the opportunities now available to maximize returns on these investments and also the environmental benefits that come as a result.

February 26, 2021

America is two months into a new year and one month into a new Presidency. Many ideas were proposed during the campaign and some have already been put in action. Patti and her Chief Investment Officer, Brad Everett, focus on three specific areas that will be instrumental in determining our nation’s economic recovery. The expediency of the COVID vaccine rollout plays a major role in a "return to normalcy". It affects the unemployment rate, the need for additional stimulus and the survival of small businesses. From estate planning opportunities and tax saving strategies to inflation – Patti and Brad discuss the implications that all of these have on financial planning and the success of portfolio performance.

February 12, 2021

In part two of a two-part series with Liz Young, CFA and Director of Market Strategy at BNY Mellon Investment Management, Patti questions what the next 900 days look like for the markets – both nationally and globally. Liz, a frequent CNBC Contributor, shares her economic outlook and reveals some important principles investors should be considering. As the strength of the US dollar weakens, there are specific strategies that Patti and Liz discuss as paramount to portfolio success. There is also a new young class of investors that will be making an impact on the markets. Listen and learn how the political environment impacts their decisions as well as the regulations that could result. There will be shifts in leadership of companies, corporation communication and corporate spending. It’s time to pay attention and Patti explains why!

January 29, 2021

As we begin the first year in a new decade, investors and economists alike are busy with their forecasts. Patti recently had the pleasure of sitting with Liz Young, CFA and Director of Market Strategy at BNY Mellon Investment Management. Liz, a frequent CNBC Contributor, shares her economic outlook for the next 90 days both nationally and globally. In the first of two recorded episodes with Liz, Patti asks what investors should be focused on in the short-term. They identify the key trends to look for in a recovery as well as caution what industries will still struggle. This may be the episode to pay attention to if you are an investor that might have pulled back a bit in 2020 with all the uncertainty of the markets and the election.

January 15, 2021

Budgets, like diets, don’t often work! They are restrictive and not always designed to let you live your best life. Patti and her Chief Planning Officer, Eric Fuhrman, discuss some easy, less constrictive ways to save money and allocate it in a way that might help the listener reach their goals faster than ever imagined.

January 1, 2021

One of the big surprises in the last quarter of 2020 was the housing market boom! The unintended result of major metropolitan areas in lockdown and millions of Americans now working from home has been home sales that are off the charts. One of the biggest drivers in this uptick of renters leaving cities to become first-time homebuyers in the suburbs are millennials. No longer can a one-bedroom serve as both an office and a residence, and the amenities of living in a city in lockdown have long been taken away. Older generations are also seeing a unique opportunity to sell while the market is hot instead of waiting until retirement. In today’s episode, Patti sits down with the Main Line's top realtor, Lone Spillard, of Compass Realty. They discuss the trends that are now happening in the real estate market as a result of the pandemic and the opportunities for home buyers and sellers alike. Thinking of buying or selling your home? Even if you’re not, this episode may change your mind!

December 18, 2020

As 2020 begins to wind down, are we going to look back on this year as a year to remember or a year to forget? The pandemic has certainly created significant hardship and loss for so many, yet there have also been some inspiring revelations. Patti is concluding her series this year with her special guest and friend, radio host Gregg Stebben. They discuss lessons they have learned this year because of the pandemic – both professionally and personally. Listen to find out how to lock in these lessons and move forward into 2021 with renewed hope and optimism for our future – as well as our finances!

December 4, 2020

There are more millionaires in America today than ever before. At one time, becoming a millionaire may have only been attained by the highly educated or successful corporate officers – now it can be attainable by anyone with the right plan and the right tools to get them there. In today's episode, Patti sits down once again with renowned journalist and radio host, Gregg Stebben. Gregg confesses that while he has always been financially responsible in his life, he was not taking financial responsibility. But because of the pandemic shutdowns, an opportunity arose that he saw happening across America…people became more mindful where their money was going and how it was being spent. Patti shared the secrets of gaining financial freedom with some very simple tools that are available. Listen to find out how using these tools, automates your spending behavior, and when applied over time, the opportunity arises to become an automatic millionaire.

November 20, 2020

Now that the most contested Presidential election in history is almost over…now what? The markets seem to be holding steady and the housing economy is still booming. There has been much political commentary from both sides as to what is going to happen to the economy in 2021 and beyond, under a new President. Is there really much to worry about? America has a strong, supportive Federal Reserve and history proves that election outcomes rarely drive long term market and economic activity. In today’s special episode, Patti has a candid conversation with her Chief Investment Officer, Brad Everett. They put politics aside to reveal what they believe will happen in the markets as a result of this month’s election.

November 6, 2020

For the past seven months, local, state, and national governments – as well as other governments around the world – have been in crisis management mode. Decisions have been made according to the best scientific data available at the time to ensure public health and safety. Many people have been making some life-altering decisions during the quarantine as well. Decisions affecting their financial futures and well as their personal futures. Once again, Patti sits down with a nationally renowned radio host, Gregg Stebben, to discuss some life-changing decisions that clients, friends, and family are making during this pandemic. Tune in to hear the “upside” of this pandemic – does it and can it pertain to you?

October 23, 2020

For the past seven months, local, state, and national governments – as well as other governments around the world – have been in crisis management mode. Decisions have been made according to the best scientific data available at the time to ensure public health and safety. Many people have been making some life-altering decisions during the quarantine as well. Decisions affecting their financial futures and well as their personal futures. Once again, Patti sits down with a nationally renowned radio host, Gregg Stebben, to discuss some life-changing decisions that clients, friends, and family are making during this pandemic. Tune in to hear the “upside” of this pandemic – does it and can it pertain to you?

October 9, 2020

The rising debt in our great country is almost $26 trillion! News noise will try and create fear in Americans because fear is a powerful motivator. Aren’t there negative implications for our families with numbers like these? The answer is simply, NO! To understand why, one also needs to understand the basics of accounting – assets and balance sheets. In today’s episode, I am continuing my conversation with my Chief Planning Officer, Eric Fuhrman. We define the relationship between the Federal Reserve and the Federal Government and offer some historical perspective with examples every listener can understand. Tune in to find out that this relationship is not as complicated as one might imagine. With the presidential debates coming in the next few weeks, this is the perfect time to learn and understand what these numbers really mean and how they affect our economic health and future.

September 25, 2020

The government deficit is at an all-time high and yet the markets remain strong. The economy is starting to bounce back after the pandemic stopped progress in its tracks for the past 6 months. So, what do the government debt numbers really mean? Are we stealing from future generations to solve today’s problems? Patti sits down with her Chief Planning Officer, Eric Fuhrman, to break down the very complicated concepts of deficit spending and the Federal Reserve into terms listeners can understand more fully. They discuss the two primary sectors in the economy – public and private and how mounting debt affects each. With the presidential debates coming in the next few weeks, this is the perfect time to learn and understand what these numbers really mean and how they affect our economic health and future.

September 11, 2020

If authorities knocked on your door and gave you only 30 minutes to evacuate – what would you take? Today's episode is a special rebroadcast of one of our most popular episodes. With wildfires raging on the west coast and a very busy hurricane season already well underway threatening the east coast, our attention once again goes to the horror of these disasters. "Life or Death Emergency Preparedness - What to Grab?" shares valuable lifesaving information that we all should be aware of. In this wide-ranging discussion, Patti talks with some of her top employees at Key Financial about their plans for handling a Life or Death Situation. Eric Fuhrman, Jenifer Meehan, Michael Brennan, and former Army Ranger, Kristopher Thompson all join Patti and share their insights on the items that they would grab first. They also detail some of the things they would do to survive a crisis that could last for several days or even several weeks. The information contained in this podcast could save your life! Does anyone know what a LifeStraw is? Tune in to find out.

August 28, 2020

Today's episode is the highly anticipated follow-up to THE Biggest Retirement Mistake that people make. Patti continues her conversation with one of Key Financials' Portfolio Managers, Sam Baez, and they discuss asset allocations that work best for their clients. They break down successful asset allocation strategies and explain why they are successful. Portfolio management during bear markets and bull markets require different approaches to make sure your portfolio can keep up with inflation and be protected for the rest of your life. Listen today to find out what strategies will keep your portfolio performing at its best!

August 14, 2020

The economic response to the COVID pandemic has not been the same as how the global markets are responding. In today's episode, Patti dissects the difference between the markets and the economies with her Chief Investment Officer, Brad Everett. How can it be that the S&P is just below an all-time high right now, despite the pandemic? What are the best strategies and moves to make with portfolios right now? It might not be what you think! Patti and Brad discuss the important principles that are protecting portfolios despite the pandemic, as well as identifying the one thing investors should absolutely NOT be doing right now!

July 31, 2020

Most people do not start thinking about retirement until they are in their late 40s or early 50s. That is a costly mistake! In this episode, Patti reveals one simple action done in your 20s that will amass almost $800k by retirement. She strategizes with Maddie McTigue, a Portfolio Manager at Key Financial, about the importance of certain actions done consistently after graduation from college that make all the difference in an investment portfolio by the time one is set to retire. At a time when most millennials are starting new jobs, have student loan debt, and not thinking about a retirement plan at all, Patti offers a winning strategy that is surprisingly simple to implement.

July 17, 2020

Although there are many mistakes made during retirement that are sure to derail your financial plan and the growth of your portfolio – there is ONE mistake that people continuously make as they are looking at their retirement horizon. In today's episode, Patti sits down with Sam Baez, a portfolio manager at Key Financial and they reveal what that mistake is and the strategies that top advisors are doing on behalf of their clients, so this doesn't happen to them.

July 3, 2020

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.

June 19, 2020

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!

June 5, 2020

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!

May 22, 2020

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.

May 8, 2020

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!

April 24, 2020

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.

April 10, 2020

This is part two of a special edition series of the Covid – 19 Pandemic discussion with Gregg Stebben, a nationally renowned radio host, author, and journalist who has interviewed Presidents, Senators and professional athletes. In this episode, Gregg drills down his questions to Patti asking specifically if she believes our nation is headed into a Depression because of the current pandemic. Her answer and reasons for her answer may surprise you; tune in to find out why!

April 10, 2020

This is part one of a special edition series with Gregg Stebben, a nationally renowned radio host, author, and journalist who has interviewed Presidents, Senators and professional athletes. Gregg asks Patti the hard questions regarding the global pandemic the world is now facing. Covid – 19 is not just a health threat; it is turning the world economy upside down and threatening the safety of our loved ones. Patti’s professional background as an intensive care ICU nurse, coupled with being CEO of a nationally ranked wealth management firm, provides a unique perspective on the ramifications of this deadly virus.

March 27, 2020

At the release of this episode, America has entered its first bear market in over a decade. Investors all over the country are watching the market volatility and choosing their next moves very carefully – hopefully under the guidance of a seasoned financial advisor. But at the same time, life continues to go on and college seniors are set to start graduating in a month and high school seniors have their eyes set on starting their collegiate adventure in the Fall. An overarching fact over all of this is, as many of our college seniors graduate, they will be entering into the reality of paying back loans that have now totaled $1.6 TRILLION in the U.S. In part one of a two-part series, Patti sits down with Peter Sims, the President of PayForEd, a software company that specializes in developing strategies for setting up and paying back student loan debt. They discuss how the student loan crisis got to this point and what steps students and their parents should be taking now to minimize their risk.

March 13, 2020

As of the taping of this episode, the market is down 17% and the Coronavirus has put a scare into almost everyone! What will the impact of a 20% drop in oil prices have on world economies? Patti addresses these very hot topics with her Chief Investment Officer, Brad Everett. They discuss the cause and effect of this week’s market reaction and how investors should be making decisions on their portfolios. History will reveal some answers, but investors will still need to take a hard look at some opportunities that are now arising. Patti and Brad explain what those are and what the proper course of action should be.

February 28, 2020

There is a new bill that has been proposed by our nation’s lawmakers that could possibly create the social security reform that Americans have been waiting for. Patti dissects the pros and cons of this bill with her Chief Planning Officer, Eric Fuhrman. They identify the unique tax optimization strategies that all Americans can benefit from, as well as explaining the nuances of the bill that need to be understood for specific age demographics. Don’t miss this opportunity to learn how to save money on taxes or earn more in benefits received, if this bill is passed!

February 14, 2020

Sterling Shea, Global Head of Wealth Management for Barron's and Dow Jones, continues his discussion with Patti regarding the industry trends he is seeing. What differentiates the nation’s Top Advisors from others? What is the client experience that is to be expected in today’s market? Is the economy heading towards the bear market everyone seems to be talking about and if so, how does he see Top Advisors navigating these waters for their clients? In part two of the two-part series, Patti and Sterling break down the industry trends that he is seeing and what investors should be looking for in 2020.

January 31, 2020

With another year under our belt and a new decade beginning, Patti sits with her Chief Investment Officer, Brad Everett, CFA and reviews some of the key market events from 2019 as they look forward to 2020. What should investors be most concerned about and are we headed for a market downturn? Are other global economies leading indicators in what can happen here in the US? Patti and Brad break it all down in their forecast for the new decade!

January 17, 2020

Patti welcomes Estate Planning Attorney, Bob Cohen, a partner with Riley Riper Hollin & Colagreco to discuss his best recommendations for clients looking for estate planning assistance. Bob will explain which documents are key in protecting your assets for your loved ones – whether you have millions of dollars or not! Listen now to learn about the benefits of living in Pennsylvania and working with professionals that understand the state and federal tax liabilities involved in estate planning.

January 3, 2020

Sterling Shea, Global Head of Wealth Management for Barron's, sits down with Patti to discuss the industry trends he is seeing at Barron's and Dow Jones. In his 22 years at Dow Jones, he has seen the financial advisory industry evolve and he reveals what he believes to be the most impactful practices that the top-ranked advisors are doing on behalf of their clients. Patti and Sterling also discuss how these advisors are ranked by Barron's and the importance of the rankings lists for the investor.

December 20, 2019

In the last of a three-part series, Patti concludes her discussion with MIT AgeLab Director, Dr. Joseph Coughlin, PhD. As the author of The Longevity Economy, he describes in detail how the last 8000 days of a person's life can be designed to be lived at it's absolute best, through a myriad of "longevity resources" that are available. Listen now to find out how to collaborate with trusted professionals to curate the retirement you want for yourself and those you care for.

December 6, 2019

In the second of a three-part series, Patti continues her discussion with MIT AgeLab Director, Dr. Joseph Coughlin, PhD. The face of retirement is rapidly changing due to people living much longer than ever before. It is no longer unusual for people to be living 30 years after their official retirement date, so how are people filling their last 8000 days? Most are starting 2nd or 3rd careers and will actually have multiple retirements! This is not the only startling realization…listen to learn what else will cause ripple effects in generations to come!

December 6, 2019

In the first of a three-part series, Patti welcomes Dr. Joseph Coughlin, PhD of the MIT AgeLab to discuss what the new face of retirement planning in 2020 looks like. Dr. Coughlin shares the deadly dangers of social isolation and why the last 8000 days of life during retirement is often difficult to navigate. "You don’t try it on, you don’t taste it or take it for a test drive". Patti reveals how she, as a trusted advisor, collaborates with her clients to successfully plan their retirement through longevity planning.

November 22, 2019

With just two weeks left in Medicare Open Enrollment, Patti continues her discussion with the nation’s leading expert on Medicare and health related costs, Dan McGrath. Together they strategize the best options given a subscriber’s age and income. Real tax optimization and cost saving solutions are offered that can be implemented now before it’s too late! This is the 2nd episode in a 3-part series in which Patti delves into the confusing nuances of the Medicare Program to provide clarity and timely solutions.

November 22, 2019

Medicare open enrollment ends December 7, 2019. Patti discusses the pros and cons of each Medicare Plan option with Dan McGrath – one of the nation’s leading experts regarding health-related costs and Medicare. They discuss which plans are the best and which to avoid, but most importantly, the best time to enroll for the best cost savings. This episode is the first of a 3-part series that offers critical information not to be missed!

November 8, 2019

In the last episode in our trilogy of Leadership episodes, Patti continues her conversation with Mike Buckley, retired CEO of Pennsylvania Hospital. The two discuss how effective leaders manage conflict within their teams – how trust is built, credibility is established and ultimately how conflict is resolved. No matter how large or how small your organization is, problems will arise that need resolution…learn how to "be soft on the people, but hard on the problem" and see how swiftly the situation is remedied.

October 25, 2019

In Part 2 of our 3 Part special series on leadership, Patti sits with retired US Army Ranger, Captain Kristopher Thompson. Kristopher describes the differing leadership styles within today’s military. He details what worked, what didn’t and the qualities it takes to successfully lead with integrity – both within military ranks, as well as civilian life.

October 11, 2019

How does an infectious disease physician in a private practice become the CEO of one of the biggest hospitals in Philadelphia? Patti discusses the qualities and personality attributes one must possess to successfully rise to leadership positions, with Mike Buckley – the recently retired CEO of Pennsylvania Hospital. Mike rose from infectious disease specialist to Chief Medical Officer and Chairman of Medicine and then ultimately navigated the mergers of two of the nations' oldest hospital systems. Listen to find out what he traits he thinks all successful leaders possess and see if you have the art of strategic persuasion!

September 27, 2019

One in every two Americans, over age 85 has Alzheimer’s. What are the warning signs family members should be looking for? What progress has scientific research made and is there hope for a cure? Patti sits with Tim King, Chairperson for Corporate Sponsorship for the Alzheimer’s Association, to hear the latest on any medical advancements, and discusses the seven stages of this devasting disease.

September 13, 2019

If authorities knocked on your door and gave you only 30 minutes to evacuate – what would you take? In the aftermath of Hurricane Dorian, Patti Brennan surveys four of her team members to discuss what they would grab for their families. Find out what an Army Ranger would take compared to another team member may think is vital. Patti rounds out the discussion reminding listeners what should be a priority on their "financial grab n' go".

August 30, 2019

Everybody is talking about it…but do you even know what an inverted yield curve is? What is all the panic about? In this very timely episode, Patti and Michael Brennan break down this hot topic of inverted yield curves into simple, understandable terms. They offer actionable steps that you should be taking with your portfolio to benefit from this market opportunity that happened last week!

August 16, 2019

There is a certain amount of risk inherent in most every action. What does a savvy investor or advisor look for in reducing portfolio risk? Patti Brennan and her Chief Investment Officer, Brad Everett, reveal three specific examples of what they look for in choosing investments for their clients' portfolios. Learn how they minimize portfolio risk while still positioning the portfolio so the client can accomplish their goals.

August 2, 2019

Just because you have a will tucked away in a drawer somewhere doesn't mean you and your loved ones are protected in case of tragedy. In this episode, Patti sits with Stacey Willits McConnell, Chair of the Estate Planning Department at Lamb, McErlane in West Chester. They reveal the most common mistakes people make when drafting their wills and remind listeners about the other equally important documents that need to be drafted along with a will.

July 19, 2019

Did you know that there is a cybersecurity attack every 39 seconds? Since 2013, there are almost 4 million records stolen from security breaches every single day! In this episode Patti speaks with Vince Kailis, Chief Operating Officer at Key Financial, and listens as he reveals more shocking statistics. They discuss how these breaches happen and, more importantly, what the listener can do to protect themselves from falling victim to these scams.

July 5, 2019

Have you done your due diligence to sell your business and get the maximum value? In part two of the series, Patti discusses specific strategies with Matt Coyne, President of Brandywine Mergers and Acquisitions. As a business broker, Matt reveals exactly what a successful sale process looks like for the business owner. There is a system with actionable strategies and defined pitfalls to avoid that will make the sale process a true success – listen now to find out!

June 20, 2019

How often have you thought about selling your business? There are specific strategies you need to know to set your business up to get the maximum value. In part one of a two-part series, Patti sits with Matt Coyne, President of Brandywine Mergers and Acquisitions, as he reveals what business owners should be thinking about and acting on right now to make their business as attractive as possible to potential buyers. Whether that time is now or five years from now, these strategies need to be put in place now to maximize the value later!

June 7, 2019

Ever wonder what the top advisors in the nation discuss in their meetings? Are the tariffs on China going to harm the average American consumer? Patti and her Chief Investment Officer, Brad Everett, return from Barron’s and Wall Street Journal’s Top Advisor conferences and share insights gleaned from these investment professionals. Listen to what is discussed at these exclusive events and what actionable steps they are suggesting.

May 24, 2019

When is the "right" time to have the difficult conversation with Mom and Dad about driving, or moving, or any other important decision as they age? Patti asks the hard questions to an expert in the field, Estate Planning Attorney, Stacey McConnell, and the answers may not only surprise you, but may also help you navigate the complexities of aging parents and the decisions you need to make on their behalf.

May 10, 2019

The last episode of the 3-part series, Patti circles back with John Diehl of the Hartford Funds. They delve into the latest research that the MIT AgeLab is conducting regarding the advancement of technologies to improve the quality of life as we age. They discuss the 5 specific ways technology will change the way we age, and how they are connected to the three major issues that will inevitably affect us all.

May 10, 2019

In this second episode of the 3-part series, Patti is once again joined by John Diehl of the Hartford Funds to discuss MIT AgeLabs' study that divides life into 4 segments of 8000 days each. Each segment is significant in the study of longevity. At what age do we peak intellectually? When do we peak at life satisfaction? Research shows that there are 3 questions that will predict your future quality of life… what do your answers predict?

May 10, 2019

John Diehl, Senior Vice President of Strategic Markets for the Hartford Funds joins Patti to discuss his work with the MIT AgeLab. In this first part of a 3-part series, John reveals the top 3 questions anyone age 45 and older should be asking themselves on a regular basis. The questions will surprise you as you hear about the technological advancements MIT is working on to help answer them and allow seniors to age in place.

April 28, 2019

Insurance can be complicated – how much is enough? Could you lose all your assets in the event of an unforeseen tragedy? Patti asks the hard questions with insurance expert, Neale Boyle, to help determine what constitutes negligence and how to protect ourselves with insurance. They give practical tips to make sure you are properly insured, and ALL your assets are safe!

April 12, 2019

If you are considering enrolling in the ACA, find out how you can structure your income to take advantage of cost-saving programs and tax saving strategies. Patti and her Chief Planning Officer discuss how assets have no impact on eligibility to get a premium tax credit under the ACA – a little known fact!

March 29, 2019

Patti strategizes with one of the Philadelphia area top CPAs, Bruce Boylston of Rothman, Boylston LLC. Together they break down nuances in the New Tax Law to share with their listeners how to save money when filing their corporate tax returns. Business owners will appreciate how easily these actionable steps can benefit them both this year and in years to come.

March 15, 2019

Patti sits down with one of the top CPAs in the county, Bruce Boylston, to discuss key tax planning strategies designed to save their clients' money when filing their individual returns. Patti and Bruce break down the complexities of the New Tax Law into easily comprehensible tips and strategies – just in time for the filing deadline! You do NOT want to miss this episode!

March 7, 2019

After presenting at the Forbes Top Advisor Summit in Las Vegas last week, Patti shares some highlights of what she learned from the nation’s thought leaders. Top economists discuss why the Federal Reserve will most likely not increase interest rates this year and Patti also tells a thought-provoking story she learned about Pope John Paul II regarding capitalism.

March 1, 2019

In this episode, Patti and her Chief Planning Officer, Eric Fuhrman discuss the economic realities that determine how quickly or slowly portfolios will recover from this last market crisis. Patti will leave the listener with three actionable steps to implement during a market drawdown period to help aid in quicker portfolio recovery. These concrete steps provide a sound foundational reminder to help weather any market crisis.

February 15, 2019

In this episode, Patti shares the story of a family medical emergency that, by sheer luck, did not end in crisis…or worse. Crisis can happen at some point anyone's life. Patti will offer actionable steps to make sure that if it does happen, it will not cause financial ruin and more importantly, she offers specific examples of what to do to avoid these potential financial landmines altogether.

February 1, 2019

Is America headed for a recession or is this economic expansion part of the typical business cycle? Patti explains what is really happening and what to look for in 2019. Her Chief Investment Officer, Brad Everett, joins her and explains what YOU, the investor should be doing with your portfolio as they both navigate the world markets and how it will be affecting our investment decisions this year.

January 22, 2019

In this episode, Patti and Michael Brennan discuss how to differentiate the “noise” from the “substance” in today’s headlines. We are living in an era of information overload and newspaper headlines are designed to inspire reaction. Patti and Michael share some alarming headlines that are aimed at inspiring action, while explaining why reacting to them, is the last thing a listener or a reader should be doing!

January 18, 2019

In this episode, Patti Brennan and Brad Everett discuss the pros and cons of robo-advising and using online financial calculators. There are many pros and cons to using these online tools – so why and maybe more importantly, when, is it the right time to seek out a professional? Patti and Brad use their years of experience, combined with real life examples, to help answer these questions.

December 21, 2018

In this episode Patti Brennan and Eric Fuhrman discuss what it means to Invest with Emotion. Great real world examples of why you shouldn't let emotion get in the way of good decision making. Plus a head to head battle between Patti and Eric to help you, the investor to truly understand what it means to invest with emotion.

December 7, 2018

In this episode Patti Brennan and Eric Fuhrman discuss Year End Tax Strategies, Roth IRA's, Tax Loss Harvesting, QCD's, 529 Contributions, Roth Conversions and much more.