About the Show

We will share simple, powerful concepts that anyone can implement into concrete actionable steps. You will hear from the industry thought leaders that most people don’t have access to – and learn how to protect and grow your assets to live your very best life!

Get new episodes delivered directly to your inbox
Listen now!

Ep85: “Social Security” in Retirement

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.

Ep84: Tackling Life with Kevin Reilly

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.

Ep83: Biden’s New Tax Proposal

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.

Ep82: It’s Time for Medicare Open Enrollment!

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.

Ep81: Issues to Consider When Moving Out of State

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.

Ep80: Alzheimer’s Disease – America’s Healthcare Crisis

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.

Ep79: Resources for Parents of a Special Needs Child

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.

Ep78: America’s Economic Imbalance and Rising Inflation

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.

Ep77: America’s Small Businesses – Can They Survive?

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!

Ep76: Covid and Courage – A Nation in Recovery

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.

Ep75: What Issues Should Be Considered When Getting Married?

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.

Ep74: What Issues Should Be Considered When Buying A Home?

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.

Ep73: Implications of Biden’s Tax Proposal: The American Families Plan

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.

Ep72: What Advice Do You Have for College Grads Just Starting Out? 3 Top Strategies to Get Started Off Right!

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!

Ep71: Leadership through COVID Crisis with Chester County Penn Medicine Hospital CEO, Michael Duncan

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.

Ep70: Leadership through Change: Insights from Michael Duncan, CEO Chester County Penn Medicine Hospital

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.

Ep69: What Documents Should I Keep on File?

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!

Ep68: The Fiscal Stimulus and The Output Gap – A Messy Art Form

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.

Ep67: Sustainable Investing and Government Policies presented by Shroders

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.

Ep66: Sustainable Investing: Pro Tips from Sarah Bratton Hughes of Shroders

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.

Ep65: Top Issues Affecting America’s Economic Recovery

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.

Ep64: The Next 900 Days: A Conversation with Liz Young, BNY Mellon

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!

Ep63: Liz Young from BNY Mellon Joins Patti – The First 90 Days of 2021

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.

Ep62: Why You Shouldn’t Budget!

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.

Ep61: Hot Housing Market Tips & Trends

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!

Ep60: 2020 – A Year to Remember or a Year to Forget?

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!

Ep59: Automatic Millionaire – It’s Easier Than You Think!

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.

Ep58: The Election is “Almost” Over – Now What?

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.

Ep57: Real Life Pandemic Opportunities and Solutions

November 6, 2020

For the past eight months, families, as well as business owners have been problem-solving; trying to think creatively and not reactively, to the many issues that have arisen as a result of the pandemic and quarantine mandates. Corporations have relied on new technologies as never before. The medical profession has jumped head-on into telemedicine – something insurance companies have long fought. Families are faced with educational struggles for their children and have had to adapt to homeschooling. Yet, through all these problems, solutions have resulted. Once again, Patti sits down with nationally renowned radio host, Gregg Stebben, to discuss these “pandemic opportunities” as well as the effects they will have on Americans well after the Presidential election.

Ep56: What Does Life After COVID Look Like?

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?

Ep55: The Federal Reserve – The REAL Driving Force in the Economy

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.

Ep54: The Government Deficit – What the Numbers Actually Mean!

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.

Ep53: REBROADCAST: Life or Death Emergency Preparedness – What to Grab?

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.

Ep52: Asset Allocation Strategies That Work!

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!

Ep51: The COVID Economy and The COVID Market – Not the Same!

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!

Ep50: THE ONE Strategy to Implement When Young

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.

Ep49: The Most Common Retirement Mistake

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.

Ep48: Barron’s Australia Summit Recap – Top Tips for Success

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.

Ep47: Covid and Courage: Are Students Heading Back to College in the Fall?

June 19, 2020

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

Ep46: Covid and Courage: What if I Just Retired?

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!

Ep45: Economic Outlook with Dr. Quincy Krosby, Chief Market Strategist for Prudential

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.

Ep44: Candid Conversation with Alex Dryden, Global Market Strategist, at JP Morgan

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!

Ep43: Financial Literacy – It’s Not Just for Adults!

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.

Ep42: Is COVID – 19 Driving the Economy into a Depression?

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!

Ep41: Covid 19 – The Threat to Health, Wealth & Family

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.

Ep40: America’s Student Loan Crisis

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.

Ep39: Coronavirus Correction

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.

Ep38: Social Security Speed Dating

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!

Ep37: Sterling Shea – Barron’s Global Head of Wealth Management Discusses Industry Trends: Part 2

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.

Ep36: Economic Forecast for 2020 and a Look Back at 2019

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!

Ep35: Top Estate Planning Tips with Bob Cohen

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.

Ep34: Industry Trends with Sterling Shea – Global Head of Wealth Management for Barron’s

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.

Ep33: Retirement Through the Lens of The Longevity Economy

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.

Ep32: The Retirement Myth – It’s Not One and Done!

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!

Ep31: This is Not Your Grandparent’s Retirement!

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.

Ep30: Choosing your Medicare Strategy – What’s the Best Plan?

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.

Ep29: It’s Open Enrollment – Which Medicare Plan to Choose?

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!

Ep28: Leadership in Conflict Management

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.

Ep27: It’s Leadership, Not Likership!

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.

Ep26: Physician to Hospital CEO: A Leader’s Journey

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!

Ep25: Alzheimer’s Crisis in America – Is There Hope?

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.

Ep24: Life or Death Emergency Preparedness – What to Grab?

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".

Ep23: Inverted Yield Curve…are we headed for a recession?

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!

Ep22: Risky Behavior

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.

Ep21: Estate Planning Mistakes

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.

Ep20: Cyber Security

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.

Ep19: Selling Your Business

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!

Ep18: Preparing Your Business For Sale

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!

Ep17: What Are Top Advisors Saying About the Market?

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.

Ep16: Having “The Conversation with Mom and Dad”

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.

Ep15: MIT AgeLab – Inventing Tomorrow

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.

Ep14: Life Divided Into 8000 Day Segments – Where Are You Now?

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?

Ep13: MIT Age Lab’s Top 3 Questions Anyone Over 45 Should Be Asking

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.

Ep12: Protect Your Assets – Make Sure You Have The Proper Coverages!

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!

Ep11: Optimizing Cost Saving Opportunities with The Affordable Care Act

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!

Ep10: New Tax Law Changes that Will Benefit YOU when Filing your Corporate Return

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.

Ep9: Ready to file your individual return? Consider these money-making tips first regarding the New Tax Law!

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!

Ep8: Forbes Top Advisor Summit: Highlights from Industry Leaders

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.

Ep7: Market Crisis and Portfolio Recovery Rates

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.

Ep6: What To Do When Crisis Hits

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.

Ep5: Economic Outlook for 2019

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.

Ep4: Headlines and Havoc

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!

Ep3: Man vs. Machine

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.

Ep2: Investing with Emotion

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.

Ep1: Year End Tax Planning Tips

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.