The Patti Brennan Show

In this episode, Patti sits down with AJ Jones , who shares his powerful journey of surviving not one, but two heart attacks — and how those crises transformed his perspective on life, health, and purpose. Together, Patti and AJ talk about resilience, clarity, and the lessons learned when life forces you to slow down and refocus on what truly matters. This heartfelt conversation is a reminder that...

In this episode of The Patti Brennan Show, Patti answers one of the most common—and important—questions facing retirees and their families: How do I prepare for the possibility of long-term care? From navigating the rising costs of care to understanding the options available—from self-funding to insurance—Patti breaks down what you need to know to make empowered, informed decisions. Whether you're...

In this episode, we break down the One Big, Beautiful Bill Act —from the permanent tax changes that could shape your long-term planning, to the temporary provisions like newborn accounts and expanded 529 plans that bring both opportunities and risks. We'll also unpack why the distinction between government "spending" and "investment" matters, and how it can change the way you think about tax polic...

Here's What You'll Take Away from This Episode: The phrase Amy Bloom uses to turn emotionally charged conversations into collaborative ones—whether you're a parent, a partner, or a planner. Why emotional honesty matters when talking about things like death, money, or family tension—and how to keep the conversation open. How one simple question revealed a major gap in end-of-life planning—and why a...

Estate planning is one of the most important—and most overlooked—components of a sound financial plan. In this episode, Patti Brennan and Chief Planning Officer Eric Fuhrman dive into the biggest misconceptions they see every day, from outdated documents and rigid trusts to costly beneficiary oversights and changes in tax law. Whether you have $20 or $200 million, this conversation offers practica...

In this episode, Patti Brennan sits down with Jamie Price, CEO of Osaic, for a high-level conversation on leadership, transformation, and the future of independent wealth management. From the complexities of the Journey to One initiative to the evolving role of technology, regulation, and advisor-client relationships, Jamie shares an unfiltered look at what it takes to lead a firm through signific...

In this powerful and wide-ranging conversation, Patti Brennan sits down with Dr. Brian McDonough—family physician, media voice of medicine in Philadelphia, and deeply curious podcaster—to explore the surprising parallels between financial planning and healthcare. Together, they unpack what it means to thrive in retirement, why strength, balance, and flexibility matter just as much as savings and i...

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 a candid story about how deep listen...

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 the standards that must be met before...

In this Dear Patti episode, Patti Brennan and Eric Furman answer real listener questions about retirement—covering withdrawal strategies, tax planning, risk management, and the emotional transition of leaving work. A must-listen for anyone preparing for their next chapter.

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 w...

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 grandp...

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...

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 ov...

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, havin...

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...

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, receiving an inheritance, or fi...

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...

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...

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 1 st , 2025.   Companies that meet specific criteria must file a Beneficial Ownership Info...

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 insig...

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.