Podcast
The Patti Brennan Show
Hosted by Patti Brennan · EN
The Patti Brennan Show is a biweekly financial podcast designed to educate and empower every listener. Patti Brennan is a nationally ranked Top Wealth Advisor by both Forbes and Barron's and is known for her ability to communicate complex financial concepts in simple, understandable terms. Brennan will share easy and actionable steps that every listener can do themselves or take to their advisor to implement on their behalf. The Patti Brennan Show is dedicated to helping every listener improve their net worth with informative and entertaining interviews on various financial topics with proven strategies.
Patti is the President and CEO of Key Financial, Inc. She and her dedicated team of professionals have been servicing their client families both locally, in the Philadelphia area, as well as nationally for over 30 years. Managing nearly $1Billion, with a retention rate of 98%, Patti believes that everyone works hard for their money, but not everyone knows how to make their money work for them. The Patti Brennan show is designed to show the listener how to make that happen.
DISCLOSURE:
Neither the information nor opinions contained in this nor any podcast, white paper, or on Key Financials' website constitutes a solicitation for the purchase or sale of any securities and should not be relied upon as financial, legal, or tax advice. Content may be outdated, and past history is no guarantee of future results or experience. Please seek appropriate counsel from qualified professionals who know and understand your goals, objectives, and potential vulnerabilities. Guests on our podcasts are selected based on relationships and reputation, but their service models and businesses have not been vetted by any representative of Key Financial, Inc and any information provided should not be taken as an endorsement of any kind. Go to www.KeyFinancialinc.com for additional information, written disclosures, and Form CRS.
Please Note: Limitations. Key Financial neither solicited nor offered or paid any compensation for, any testimonial made in this video. Rather, any such testimonial was provided without any request or encouragement by Key Financial. Positive comments should not be construed as an endorsement of Key Financial by any of its past or current clients, nor any assurance that Key Financial may be able to help any client achieve the same satisfactory results. To the contrary, there can be no assurance that a client or prospective client will experience a certain level of results or satisfaction if Key Financial is engaged, or continues to be engaged, to provide investment advisory services. Our current written disclosure Brochure and Form CRS discussing our advisory services and fees is available at www.keyfinancial.com.
Investments in securities involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Neither the information nor any opinion expressed herein constitutes a solicitation ...
32episodes
Episodes
Newest firstAll episodes
Ep. 201 - Why Financial Planning Isn't Enough, Enter: Vitality Planning
Apr 1600:29:50Tap to summarizeMost financial plans cover the numbers, but what about everything else? In this episode, Patti Brennan welcomes Frank McAleer, Key Financial's new Vitality Planning specialist, to introduce a concept that goes far beyond the balance sheet. Drawing on his personal caregiving experience and years of longevity planning at Raymond James, Frank explains why being financially prepared is only half the equation. Together, Patti and Frank explore the resources, tools, and conversations that help clients age with confidence. From aging-in-place assessments to Medicare navigation, family organization, fraud protection, and the MIT AgeLab's research on thriving in retirement, this episode is packed with resources you don't want to miss.
Transcribe →Ep. 202 Aging in Place: Start Now or Pay Later
Apr 300:36:47Tap to summarizeMost people don't think about their home… until something goes wrong. A fall. A surgery. A moment that forces fast decisions. And suddenly, you're dealing with time pressure, unexpected costs, and emotional stress that could have been avoided. In this episode, Patti Brennan sits down with Occupational Therapist and Aging-in-Place Specialist Dawn Heiderscheidt to break down what it actually takes to stay in your home long-term.
Transcribe →Ep. 200 A Tale of Two Balance Sheets
Mar 600:26:29Tap to summarizeMost people think they only have one balance sheet — the financial one. In this episode, Patti Brennan and Chief Planning Officer Eric Fuhrman explain why that's only half the story. Together, they explore the concept of "The Tale of Two Balance Sheets": the traditional financial balance sheet (assets and liabilities) and the personal balance sheet that reflects the real drivers of your financial life — your health, relationships, purpose, and time. The result is a powerful framework for thinking about wealth not just as numbers on a page, but as a tool for building a meaningful life. Whether you're planning for retirement, navigating a major life transition, or simply trying to make smarter financial decisions, this conversation will help you see your financial picture more clearly.
Transcribe →Episode 199 Social Security: Timing, Taxes & The Truth
Feb 2000:39:05Tap to summarizeSocial Security is one of the biggest financial decisions in retirement — yet it's often misunderstood. In this episode, we break down what the latest projections really mean, how claiming timing impacts your lifetime income, and how benefits are calculated, taxed, and adjusted over time. Episode Highlights: - Will it be there? What the 2033–2034 projections mean and how payroll taxes fund the system. - When should I claim? The tradeoffs between 62, full retirement age, and 70 — and why timing matters. - How is it calculated? Your highest 35 earning years, the earnings test, taxes, and COLA adjustments.
Transcribe →Ep. 198 Medicare 101: What Most People Get Wrong About Medicare
Feb 600:18:47Tap to summarizeMedicare is one of the most important—and most misunderstood—financial decisions people face as they approach retirement. And for many, the confusion doesn't come from a lack of effort, but from a system that isn't intuitive and comes with rules, deadlines, and consequences that aren't always clear until it's too late. In this episode of The Patti Brennan Show, Patti is joined by Eric Fuhrman, Chief Planning Officer at Key Financial, for a practical, listener-driven conversation answering real Medicare questions we hear every day. From missed enrollment windows to choosing between Original Medicare and Medicare Advantage, Patti and Eric break down what actually matters—and why timing is often more important than cost.
Transcribe →Ep. 197 2026 Economic Outlook: What You Need to Know About Markets, Inflation, & Your Investments
Jan 2300:39:39Tap to summarizeIn this annual economic outlook episode, Patti Brennan is joined by Chief Investment Officer Brad Everett to break down what's really driving markets as we head into 2026. They cut through headlines to examine market concentration, the true scale of today's largest companies, and why earnings—not hype—matter when evaluating risk and so-called "bubbles." The conversation spans U.S. versus international markets, currency effects, AI investment, inflation, recession risk, bonds, and where diversification is quietly starting to work again. Grounded in data, history, and real-world portfolio decisions, this episode offers clarity for investors who want to understand what's changing—and what actually matters going forward.
Transcribe →Ep. 196 Top 5 Episodes Our Listeners Loved + Key Takeaways That Matter Most
Jan 900:20:49Tap to summarizeWhat You'll Learn Why certain conversations resonate year after year — what the most-shared episodes reveal about the questions people consistently care about when making complex financial decisions. How to think clearly in uncertain environments — lessons from leadership, market volatility, and long-term planning that emphasize clarity, flexibility, and disciplined decision-making over prediction. What holds up across life stages — practical insights on retirement transitions, longevity planning, trusted partnerships, and cash-flow awareness that remain relevant regardless of market cycles or timing.
Transcribe →Ep. 175 Dear Patti: Longevity
Dec 1200:24:48Tap to summarizeIn Episode 175 of Dear Patti: Longevity, Patti explores what it really means to plan for a long life—financially, physically, and emotionally. This episode reframes longevity as more than just living longer, focusing instead on how today's choices shape independence, health, and quality of life in the decades ahead. Patti breaks down the key pillars of longevity planning, from aligning money with lifestyle goals to preparing for evolving health needs, helping listeners think beyond traditional retirement timelines and toward a more intentional, resilient future.
Transcribe →Ep. 176 Reimagining Aging: Insights from MIT's Dr. Coughlin
Dec 1200:21:10Tap to summarizeNo description available
Transcribe →Ep. 195 Required Minimum Distributions Explained: Key Moves Before Year-End
Dec 1200:20:08Tap to summarizeRequired Minimum Distributions play a significant role in year-end planning. In this episode, we outline the general rules around RMDs for 2025, including recent updates, key timing considerations, tax-related factors to be aware of, and common issues individuals may encounter when taking their distributions. This conversation is intended to provide a broad overview of the topic and help listeners better understand how RMD requirements work.
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