The Patti Brennan Show

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!

In this riveting episode of The Patti Brennan Show, Guest Host Eric Fuhrman is joined by the esteemed John Nersesian, Head of Advisor Education at PIMCO, for an in-depth exploration of family wealth planning. Eric and John discuss the importance of families talking about money. It sets expectations and values for your loved ones in addition to being a healthy conversation.  

Culturally, Americans are not comfortable talking about money. However, children need to understand it so they can be confident when making financial decisions throughout the course of their lives. When money is passed down from generation to generation, there should be a process in place to help make it more seamless. 

Join us for a fantastic conversation so you are prepared for family wealth planning. Don't miss out on this riveting 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 when and where to take RMD’s.  From unknown IRA rules to updated laws, it is not uncommon for people to be very confused on this subject matter.  Patti talks about the dos and don’ts she has discovered over the years. 

In this latest episode of "The Patti Brennan Show," Patti Brennan and Brad Everett delve into the intricate dynamics shaping the mid-year economic landscape of 2024. They navigate through diverse market scenarios, the impact of persistent inflation, and strategic considerations as we approach a pivotal election season.

In this riveting episode of The Patti Brennan Show, Guest Host Eric Fuhrman is joined by the esteemed John Nersesian, Head of Advisor Education at PIMCO, for an in-depth exploration of the groundbreaking Secure Act 2.0. As they unravel the complexities of this transformative legislation, Eric and John delve into its profound implications for America's retirement landscape. With John's wealth of experience and Eric's insightful questions, listeners gain invaluable insights into navigating the evolving financial terrain.

From discussing the significance of Secure Act 2.0 to exploring practical strategies for maximizing its benefits, this episode offers a wealth of knowledge and expertise. Tune in to discover how you can leverage this legislation to secure your financial future and achieve your goals.

Join us for a dynamic conversation that underscores the importance of continuous learning, adaptability, and informed decision-making in today's ever-changing financial world. Don't miss out on this enlightening episode of The Patti Brennan Show!

In this insightful episode of "The Patti Brennan Show," Patti is joined by the insightful and entertaining Sam Baez for an engaging discussion on the current economic landscape. Patti and Sam explore key events, market timing, and the importance of focusing on individual financial goals.

 Highlights from the episode include: 

• Market Timing & Time Travel: Sam uses a fun time-travel concept to explain why predicting market movements is impossible.
• Reflecting on 2023: A look back at major events like the SVB collapse and the ongoing Russia-Ukraine conflict and their impact on the markets.
• Investment Strategies: The importance of planning for personal goals such as retirement, buying a home, and saving for college rather than reacting to market noise.
• Client-Centric Approach: How Key Financial prioritizes clients' unique needs and long-term goals over market headlines.

In this insightful episode of "The Patti Brennan Show," Patti delves into a common yet crucial question: "Where should my next dollar go?" Whether you're navigating surplus cash flow, pondering retirement contributions, or considering the implications of after-tax investments, Patti provides valuable guidance tailored to your unique financial goals. From establishing emergency funds to exploring investment options like Roth conversions and 529 plans, Patti's expertise empowers listeners to make informed decisions and secure their financial futures. Don't miss out on this illuminating discussion that can transform the way you approach your finances.