The Patti Brennan Show

In this episode of The Patti Brennan Show, guest host Carrie Brennan sits down with her mother, Patti Brennan, for a heartfelt conversation about Patti’s remarkable journey. From earning a nursing degree at Georgetown University and working in the ICU at Lankenau Hospital to founding Key Financial Inc. in 1990, Patti shares how she discovered her true passion for financial planning and her desire to help others. She also discusses her upcoming book, Am I Going to Be Okay?, set to be published on November 26, 2024.

Don’t miss out on this episode of The Patti Brennan Show!

In this episode of The Patti Brennan Show, guest host Michael Brennan, CFP and son of Patti Brennan, joins Patti to chat about recent conferences she has attended. Michael actually runs the show today!

From New York to Las Vegas, Patti has been traveling, speaking with, and interviewing some bright minds. This podcast focuses on today’s most relevant issues, with Patti sharing insights gained from her experiences with remarkable people in the industry.

Don’t miss out on this episode of The Patti Brennan Show!

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 as federal law requires certain companies to report information about their beneficial owners to the U.S. government by January 1st, 2025.  Companies that meet specific 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!

In this episode of The Patti Brennan Show, guest host Michael Brennan joins Patti to discuss the Presidential Cycle Theory. The concepts of the sophomore slump and the third-year bump are particularly intriguing. Michael explores whether the Key Financial team can align rates of return with the sitting president, analyzing if returns truly correlate with presidential terms.

Don't miss this insightful episode of The Patti Brennan Show!

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 related to the aging process, retirement, and the different phases we all go through.

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

Together, this insightful group dives into election-year statistics, myths, and everything in between. And this is just the beginning! With so much to cover on this topic, we’ll return with Part 2 as the election draws closer. Be sure to catch this episode of The Patti Brennan Show!

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 to Boston to be with so many brilliant minds. He learned so much about the latest and greatest discoveries regarding retirement and its stages. The four pillars of retirement focus on what people are 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!

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 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.    

In this episode of The Patti Brennan Show, guest host Brad Everett, our Chief Investment Officer, joins Patti to discuss the differences between stocks and bonds. Patti and Brad explain how one can own a small share of a company or maybe a small slice of debt with a repayment plan. They also discuss different types of stocks and bonds. Join us for an exciting conversation about how to differentiate between a stock and a bond. Don’t miss out on this episode of The Patti Brennan Show!