
Hosted by Patti Brennan · EN

The window for the most powerful charitable tax strategy of the decade is closing—and 2025 may be the final year to fully capitalize before major tax law changes take effect. In this episode, Patti Brennan sits down with Tim Sylvester of Ren Incorporated to break down why donor-advised funds, appreciated securities, and strategic "bunching" are creating the single biggest charitable giving opportunity affluent families will have before 2026. If you want to maximize impact, optimize deductions, and finish the year strong, this is the episode to listen to.

What happens when "we" suddenly becomes "me"? In this episode, Patti Brennan and Chief Planning Officer Eric Fuhrman sit down to discuss one of life's most difficult transitions — becoming suddenly single. Whether through loss or divorce, this chapter brings both emotional and practical challenges that can feel overwhelming. Patti and Eric talk about the "fog of trauma," the importance of giving yourself grace, and the steps to take now, soon, and later. From understanding hidden financial costs to navigating Social Security, grief, and identity shifts, this episode offers compassionate guidance for anyone facing life after partnership — and reassurance that you don't have to walk through it alone.

This week on The Patti Brennan Show, Patti sits down with Lauren Goodwin, Economist and Market Strategist at New York Life Investments, for an incredible deep dive into one of the most important trends shaping our future: Artificial Intelligence. Lauren’s team recently published a powerful Mega Trends white paper on AI, and this episode breaks it all down — from the evolution of generative AI to what it means for your investments, your work, and your life.

Patti sits down with Roy Moëd, founder of Lifebook Memoirs, to discuss how his company helps families create beautiful, lasting legacies through in-person interviews and custom-made books. Roy shares how the power of storytelling began with his own father and grew into a mission to help others preserve priceless memories and values that are often lost over time. From heartwarming stories of grandparents to powerful reminders about the impact of loneliness and the wisdom that can be passed down through generations, this episode will inspire you to think about legacy in a whole new way.

In this episode, Patti Brennan takes a deep dive into the dominance of the U.S. economy, exploring why the U.S. stock market continues to outperform international markets and whether diversification still matters. She breaks down key factors like GDP growth, reserve currency status, and capital market strength, while also discussing the risks of overconcentration and why global investing shouldn’t be ignored. If you're looking to better understand market trends and smart investment strategies, this is the episode for you!

In this Ask Patti Brennan segment, we’re tackling a big question making waves in the market: Is the tech sector overvalued and headed for a crash? Or are we just scratching the surface of its potential?

This week on The Patti Brennan Show, we’re diving into a crucial conversation about market trends, diversification, and smart investment strategies for 2025. With record-breaking market performance in 2024 and increasing uncertainty in global markets, how should you position your portfolio? Join Patti Brennan and Brad Everett as they break down what’s happening in the economy, the risks of overconcentration, and the hidden opportunities investors should consider.

In this episode of The Patti Brennan Show, Patti Brennan sits down with Key Financial’s Chief Investment Officer, Brad Everett, to break down the most pressing financial topics of the year. From Federal Reserve policies and their impact on interest rates to the upcoming 2025 election and its potential influence on the economy, this episode covers it all.

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 explores an important but often overlooked topic: long-term care. While not always a cheerful subject, having a plan is crucial. Long-term care not only improves the quality of life for those who rely on it but also eases the strain on family caregivers, enabling them to preserve their own health and well-being.

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 inherited IRAs and the common misconceptions surrounding them. It's a critical topic where a lack of understanding can lead to significant penalties.