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 talks about Back Door Roth's. There are three important things to keep in mind, and Patti breaks down each of...

  In this episode of  The Patti Brennan Show , guest host Michael Brennan joins Patti, Rory, and Matt (from our planning and investing team) to explore the impact of an election year, including the uncertainty it can bring to the market. 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 th...

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 - pur...

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 m...

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 differentiat...

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...

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 pe...

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 ex...

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 expl...

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 i...

In this episode, Patti welcomes Alison Owen, president and founder of Turks Head Wines, a budding enterprise poised to bring the West Coast wine experience to the East Coast. With Alison's 20 years of corporate success and her leap into the wine industry, listeners are in for a treat as they explore Alison's journey from corporate America to vineyards, discussing the courage to pursue passion, bui...

On this week's episode of "The Patti Brennan Show", we present a vital episode in our "Ask Patti Brennan" series, focusing on the cornerstone of financial stability: the emergency fund. Host Patti Brennan navigates through practical advice and insights, emphasizing the critical role of emergency funds in weathering life's uncertainties, whether it's a job loss, unexpected expenses, or economic dow...

In today's episode, Patti welcomes Josh Owen, Regional Vice President at Principal Financial Services, into the studio to discuss nonqualified deferred compensation plans. These are popular benefits that provide key high-earning employees with a tax-advantaged way to build retirement savings. This is a powerful tool to help CEOs recruit, retain, and reward executives. Many governmental taxation ru...

In this episode of The Patti Brennan Show , host Patti Brennan addresses the common question of whether to use extra cash to pay off debts, emphasizing the importance of understanding one's goals behind debt repayment. Patti advises caution when using emergency funds to pay off debts, highlighting the need to maintain financial safety nets. She delves into considerations regarding different types...

In this episode of "The Patti Brennan Show," host Patti Brennan continues her conversation with Johanna Kyrklund, Chief Investment Officer at Schroders, who shares her insights on the economy and the paradigm shift known as the 3D Reset. This is part 2 of a two-part series.   Kyrklund discusses the three key trends shaping the economic landscape: demographics, decarbonization – focused on climate...

In this episode of "The Patti Brennan Show," host Patti Brennan interviews Johanna Kyrklund, Chief Investment Officer at Schroders, who shares her insights on the economy and the paradigm shift known as the 3D Reset. Kyrklund discusses the three key trends shaping the economic landscape: demographics, decarbonization, and deglobalization. She explains how these factors, accelerated by the COVID-19...

In today's episode, Patti welcomes Chief Investment Officer Brad Everett for a forward-looking Economic Outlook on 2024. Addressing the backdrop of a political campaign, ongoing wars, geopolitical risks, and high interest rates, their discussion provides insights into crucial financial considerations for listeners. From references to 'Back to The Future' to reflections on the Phillies' 2023 season...

One of the most common areas of confusion investors have throughout their lives involves insurance.   How much coverage is enough?   And there are so many types of coverage – which is best for my needs and my situation?   There are so many issues to consider when reviewing various plans. In today's episode, Patti defines the various coverages and explains the scenarios that determine which coverag...

Patti welcomes Tim King, Senior Vice President at John Hancock Investments, into the studio to discuss the intricacies of selling a business. Tim has a Certified Exit Planning Advisor designation, and he shares his expertise with Patti as they discuss the nuances of successfully putting your business up for sale and getting top dollar. There are actions that can derail a sale, and there are specif...

Patti welcomes Bernadette Hunter, the Director of Client Engagement for Key Financial, into the studio to discuss the top financial mistakes people make that can sabotage their retirement plans.   Patti also reveals the top habits that can help set people up for success in their retirement. It is never too early in a career to engage in those habits that, decades later, produce big results. Patti...

Today's show is the second episode of a two-part series, where Patti invites John Nersesian of PIMCO Investment Management into the studio.   John is the head of Advisor Education at PIMCO, providing advanced wealth management and planning techniques, as well as investment consulting education to financial professionals.   In this episode, Patti and John discuss the record-breaking charitable givi...

Today's show is part one of a two-part series, where Patti invites John Nersesian of PIMCO Investment Management into the studio. John is the head of Advisor Education at PIMCO, providing advanced wealth management and planning techniques, as well as investment consulting education to financial professionals. In this episode, Patti and John discuss the importance of year-end planning – how to impl...

This episode is the 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.   One of the most frequent questions we hear is should we combine our accounts now that we are married?   This question does n...

Patti welcomes Kristopher Thompson, a Planning and Portfolio Consultant with Key Financial, Inc., to the studio to discuss one of the hottest topics in the news today – Artificial Intelligence. AI is revolutionizing almost every industry, from medical to software to financial services.   Machine learning is collecting massive amounts of data that have been gathered and stored for decades and using...