The Patti Brennan Show

Patti welcomes Cathy Saunders, Head of Corporate Sustainability and Public Policy for Putnam Investments, again into the studio to discuss the "building blocks" for designing an outstanding client experience. Cathy identifies four key standards that have stood the test of time in delivering excellent service to enhance any client experience. These standards are not necessarily industry disrupters...

As investors consider different streams of income during their retirement years, annuities often come up in conversation.   To some, it is a viable alternative; to others, it is a very confusing and sometimes misunderstood alternative. There are multiple considerations to consider when researching annuities, and Patti breaks down the risks and advantages of each. What may be a great annuity option...

Patti welcomes Tate's Bake Shop Founder Kathleen King into the studio to hear her incredible story of building her business from a small farmstand to the multi-million-dollar company it is today.   Kathleen started her cookie-making business at 11 years old w ith pure resilience and grit.   She is brutally honest when discussing the mistakes that led to her losing her business, only to pick hersel...

In today's episode, Patti welcomes Planning and Portfolio Consultant, Sam Baez for a mid-year assessment of what exactly happened to the 2023 New Year discussions regarding a looming recession.   Was America hit with the recession that many pundits predicted?   Patti and Sam define what needs to happen in the economy to warrant a recession and then discuss the extenuating circumstances that may ha...

As the majority of the baby boomer generation is well into retirement mode, and the earliest born in Gen X is beginning to think about retirement, one of the most significant expenditures during that last season of life will be medical expenses.   Nobody ever plans on getting in an accident, or being diagnosed with an illness or debilitating disease, but prudent investors must plan for the possibi...

Patti welcomes Cathy Saunders, Head of Corporate Sustainability and Public Policy for Putnam Investments, into the studio to discuss the lessons both have learned in developing leaders on their teams.   Working alongside the top leaders in the financial services industry, Saunders lists the five pillars of leadership that all great leaders have in common. Whether part of a community, a team, or 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 today's episode, Patti combines her experience as a mother of four with her expertise as a financial planner to share practical...

Today's episode is a special re-broadcast of FS Investments' Head-to-Head Podcast, a podcast series that interviews the brightest minds, innovative thinkers, and thought leaders in the financial services industry.   In today's episode, Patti Brennan is asked to tell her story.   How did Patti go from being a young ICU nurse to one of the nation's top-recognized financial advisors?   It is an illum...

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 today's episode, Patti reviews five key concepts of credit.   It's very important for every consumer to know how their credit s...

Patti welcomes motivational speaker and life coach Laura Clancy into the studio to hear her unbelievable experiences with tragedy.   Many people have not dealt with this level of tragedy in their lives, much less what Laura and her family have gone through. Laura shares not one but three incredible stories of resilience through tragedy.   She will share her lessons learned so that every listener c...

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 today's episode, Patti answers a question that has been on many people's minds….Are We at Risk of Losing Our Social Security?  ...

Patti welcomes Catholic priest Father Robert Sirico, the author of The Economics of the Parables.  This very popular book parallels the economics of 2000 years ago with today's economy, as told through the parables of the Old Testament.  Patti notes in their discussion that while 2000 years of history have certainly lifted the standard of living, the moral decisions we make every day remain the sa...

Patti welcomes realtor Dan Mancini into the studio to discuss the benefits of investing in rental properties.  Throughout the bear market of 2022, the real estate market was on a roller coaster ride of its own.  Homeowners were getting thousands above asking price at the beginning of the year, and then as interest rates rose steadily throughout the year, December showed 44% of sellers giving conce...

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 today's episode, Patti unveils the myriad of ways that criminals use to defraud and take advantage of innocent investors and c...

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).   Not many people have been talking about a law that was passed at the end of 2022 called the Secure Act 2.0.   This law affects e...

The first quarter of the year brings resolutions, new corporate goals and strategies, as well as meetings with advisors and accountants.   There are certainly many tax saving strategies that good financial advisors and tax accountants implement throughout the year and not just at "tax time," – but there are also many other issues to consider to maximize earnings potential and tax saving opportunit...

America is well into the first quarter of the New Year, and most can agree that saying goodbye to 2022 was good riddance!   Everybody seemed to lose value in their portfolios, and the stocks and bonds markets were both down in the same year, which has only happened three times in history!   Is 2023 going to be more of the same?   Patti and her Chief Investment Officer, Brad Everett, review all tha...

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.   Today's episode was produced in response to many questions submitted to us by listeners who are wondering what specific actions...

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 invites three of her Client Service Associates into the studio to discuss some of the issues they have deal...

Patti welcomes old friend, Gregg Stebben, back into the studio to hear about his recent travel to Poland and Ukraine.  Since the start of the Russian invasion of Ukraine, Gregg has traveled there several times after meeting with the only ex-Russian Parliament member to vote against the annexation of Crimea in 2014, Ilya Ponomarev.  Together, they authored the book "Does Putin Have to Die?".  In to...

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.  With the markets down, the question is often raised, "Should I Pay Off My Debts?"  Patti cautions about making sweeping decisions...

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 sits down with one of her Portfolio Consultants, Spencer Peet, to discuss various investment opportunities...

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 acknowledges that we are in the midst of one of the worst bear markets she can remember.  With losses in almo...

As inflation continues to rise and the markets are up one day and down the next, Patti and her Chief Investment Officer, Brad Everett, reflect on their economic outlook podcast episode recorded earlier this year.  Even seasoned industry professionals who have been through bear markets before could not have foreseen all the outside forces and global events that have transpired in 2022.  How close d...

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 addresses multiple financial concerns that the listener should consider during a high inflationary environme...