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 Content may be outdated, and past history is no guarantee of future results or experience.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 for the purchase or sale of any securities, and should not be relied on as financial advice. Securities-related services may not be available in all states. Please visit our website or contact our offices for details. We do not provide customer service, handle any specific customer account inquiries, or enable financial transactions through any social media site. Should any client have questions or concerns that are specific to their account(s), please contact our office directly. The site may contain links to information contained on a third-party website. We do not endorse or accept responsibility for the content of any third-party website and are not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions, or content posted by third parties on social media sites. “Likes”, “Favorites” and comments should not be considered a reflection of client experiences or future performance. “Likes” and “Retweets” should not be considered an endorsement or recommendation of any security, company, or individual. It is up to you to read and understand the privacy policies for each social media site. We have no control over how social media sites or other third parties will use the information you share.
In Part 2 of this special series, Patti continues her conversation with Lee Cohen of New York Life Investments, diving deeper into what makes a financial partnership truly valuable. From economic insights to real-time market context, Lee shares how trusted professionals support advisors behind the scenes—so clients can feel confident up front.
Patti also shares ...
In this episode, Patti Brennan sits down with Lee Cohen, Advisor Consultant at New York Life, to pull back the curtain on how financial professionals are selected, evaluated, and trusted to help guide your financial future.
From one small trade to a full-fledged partnership, Patti and Lee walk through the exact moment their professional relationship began—and th...
In this episode, Patti Brennan is joined by embodiment coach Natalie Angeloni to discuss how personal experiences can influence financial decision-making. Patti shares how the Key Financial approach helps clients feel empowered, prepared, and confident about their future, no matter where they are starting from.
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, ...
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 ca...
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 ...
In this episode of The Patti Brennan Show, Patti Brennan sits down with Key Financial’s Chie...
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.
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...
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 what to do if you have a sudden wealth event…winning the lottery, re...
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 oth...
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 insight...
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...
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 Sh...
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 ...
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 ...
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 concerne...
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.
History is beautiful, brutal and, often, ridiculous. Join Ben Bowlin and Noel Brown as they dive into some of the weirdest stories from across the span of human civilization in Ridiculous History, a podcast by iHeartRadio.
Listen to 'The Bobby Bones Show' by downloading the daily full replay.
The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.