The Patti Brennan Show
By Patti Brennan
To listen to an audio podcast, mouse over the title and click Play. Open iTunes to download and subscribe to podcasts.
The Patti Brennan Show is a biweekly financial podcast designed to educate and empower every listener. Patti Brennan is a nationally ranked Top Wealth Advisor by both Forbes and Barron’s, and is known for her ability to communicate complex financial concepts in simple, understandable terms. Brennan will share easy and actionable steps that every listener can do themselves or take to their advisor to implement on their behalf. The Patti Brennan Show is dedicated to helping every listener improve their net worth with informative and entertaining interviews on various financial topics with proven strategies. Patti is the President and CEO of Key Financial, Inc. She and her dedicated team of professionals have been servicing their client family both locally, in the Philadelphia area, as well as nationally for over 30 years. Managing nearly $1Billion, with a retention rate of 98%, Patti believes that everyone works hard for their money, but not everyone knows how to make their money work for them. The Patti Brennan show is designed to show the listener how to make that happen.
||CleanWhat to do When Crisis Hits||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..||2/15/2019||Free||View in iTunes|
||Clean005: Economic Outlook for 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...||2/1/2019||Free||View in iTunes|
||Clean004: Headlines and Havoc||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...||1/20/2019||Free||View in iTunes|
||Clean003: Man vs. Machine||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...||1/6/2019||Free||View in iTunes|
||Clean002: Investing with Emotion||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...||12/23/2018||Free||View in iTunes|
||Clean001: Year End Tax Planning Tips||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.||12/7/2018||Free||View in iTunes|