The Patti Brennan Show

Hosted by Patti Brennan

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100

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Aug 2026

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About the show

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 Content may be outdated, and past history is no guarantee of future results or experience.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.

Listen to episodes

60 recent

September 4, 2026Episode 21341 min

Ep 213 Protecting What You've Built: Liz Loewy on the Growing Threat of Elder Financial Fraud

Older, wealthier families aren't just targets of opportunity, they're targets by design, and the numbers are staggering: billions lost to fraud every year, much of it never reported. Liz Loewy has seen the pattern from both sides. As a Manhattan prosecutor, she built the country's first elder abuse unit; today, as co-founder of EverSafe, she works to catch fraud early and limit the damage it can do. In this conversation with Frank McAleer, Liz breaks down how scammers exploit siloed finances and family trust, why so many victims stay silent, and how a "trusted advocate" can help.

August 21, 202637 min

Ep. 212 Clients Are Not Their Money: What Our 2026 Interns Learned This Summer

Every summer, a group of students arrives at Key Financial expecting spreadsheets. They leave with something else entirely. In this episode, Paige Hill sits down with the 2026 summer interns for an honest conversation about what surprised them, what no classroom taught them, and the moment one of them realized that clients are not their money.

August 7, 202644 min

Ep. 211 What Makes a Great Entrepreneur? Mike Nichols of EY on Disruption, Risk & the Philly Spirit

div]:bg-bg-000/50 [&_pre>div]:border-0.5 [&_pre>div]:border-border-400 [&_.ignore-pre-bg>div]:bg-transparent [&_.standard-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&_.standard-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8 [&_.progressive-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&_.progressive-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8"> _*]:min-w-0 gap-3 [&_>_*:last-child]:mb-0 print:block print:[&_>_*_+_*]:mt-3 standard-markdown"> Forty years. Sixty countries. Thousands of entrepreneurs. After all of it, Mike Nichols of EY keeps coming back to the same word when he thinks about the best stories he has ever seen. In this episode, Patti and Mike unpack what disruption really means, how family businesses are redefining succession, and why the best entrepreneurial stories often start with someone who had nothing but an idea and the nerve to act on it.

July 24, 2026Episode 2105 min

Ep. 210 Mid-Year Economic Outlook with Brad Everett

We are halfway through 2026. Time to take stock of what we got right, what changed, and what the next six months may look like. In this episode, Patti sits down with Key Financial Chief Investment Officer Brad Everett to cut through the noise and talk about what may matter most for your portfolio right now. Here are just a few of the things they cover: 📉 Why the Mag Seven is now being called the Lag Seven, and why that may actually be a healthy sign for markets. 🌍 Why diversification has shown signs of paying off, and why the S&P 493 is up over 15% while the Mag Seven sits near zero. 🏦 Why bonds at 4.5 to 4.7% may be worth a second look, and what role they can play in a well-structured portfolio. ⚠️ Why September and October may bring added volatility, and why being prepared now may matter. 🔄 How Key Financial approaches rebalancing, tax loss harvesting, and scenario planning as part of an ongoing portfolio management process. Tune in to hear Brad and Patti's full mid-year take, including their three key observations for the second half of 2026.

July 10, 202652 min

Ep. 209 "Documents Aren't a Plan" What Estate Attorney Martin Shenkman Wants You to Know

Do you have a "simple" estate plan? That might be the most expensive mistake you make. Patti sits down with legendary estate attorney Martin Shenkman, 44 books and over 1,000 articles deep, for a no-fluff conversation on why documents are not the same thing as a plan. Here is what it may look like as a part of an estate plan: 📌 A Spousal Lifetime Access Trust, or SLAT, is one of the most powerful estate planning tools available for high-net-worth couples who want to act before the exemption window closes. 🛡️ Patti and Martin walk through how young professionals, like physicians facing malpractice risk, can build asset protection into a trust years before any lawsuit ever surfaces. 💰 A basis planning strategy can wipe out decades of capital gains by adding a simple power of appointment for an aging parent. 🤝 AI tools and online document services cannot replace a coordinated team of legal, tax, and financial advisors working from the same playbook. Because at the end of the day, a document is not a plan, and a plan is only as strong as the team behind it.

June 26, 202624 min

Ep. 208 My Children Didn't Want to Hear It Either: A Practical Checklist for Decisions After Death

Make no mistake... no one wants to have this conversation. But when someone dies, the decisions start immediately, and they do not slow down. In this episode, Patti Brennan walks through the complete "When Someone Dies" checklist, organized by urgency, so no one has to figure it out alone in the middle of grief. Here is what needs to happen: 🚨 Within 24 to 72 hours: notify institutions, secure the home, and order 12 to 15 certified death certificates with a raised seal. 🔐 Within one to four weeks: notify all three credit bureaus, close digital accounts, and contact your financial advisor. 🧾 Within one to six months: begin probate, obtain an estate EIN, file the final tax return, and keep essential payments going. 🤍 Throughout all of it: communicate clearly as a family and avoid major financial decisions until the dust settles. Because the greatest gift you can leave the people you love is a little less chaos and a lot more clarity.

June 12, 2026Episode 20714 min

Ep. 207 Dear Patti: 76% of Americans Have an Estate Plan They've Never Seen

If you have been putting off getting an estate plan and think it's something you still have to do, here's the thing: it's already been done. The state wrote it for you. And it has no idea who you are, what you built, or who you love. It does not know about the estranged sibling, the child with special needs, or the spouse who would be left with far less than you think. It just follows the formula. In this episode, Patti Brennan walks through the consequences of not taking action around building an estate plan, and what to do instead.

May 29, 2026Episode 20614 min

Ep. 206 Dear Patti: The Four Seasons of Retirement

In this episode, Patti walks through the complete retirement checklist available on the Key Financial website, using the seasons framework to help you think ahead, not react later. She covers: Why the "winter before freshman year" is the most critical planning window before you retire The pools of money strategy and how it protects you from having to sell investments at the wrong time The Goldilocks tax zone in the middle years and why Roth conversions and capital gains harvesting can be game changers The unpredictable "fall" season, from cognitive health to housing decisions to cybersecurity threats What living solo looks like financially, and why pension elections and updated estate documents can change everything.

May 15, 2026Episode 20525 min

Ep. 205 Straight Talk on Coverage: Mr. & Mrs. Medicare Tell All

Medicare isn't just complicated - it's full of traps that can cost you thousands if you're not careful. In this episode, Patti Brennan sits down with Rich and Jill Oler, known as Mr. & Mrs. Medicare, for straight talk on everything you need to know before you enroll. From the 20% gap nobody warns you about, to the drug plan penalties hiding in plain sight, they cover the myths, the mistakes, and the three steps that can save you from making them. Whether you're turning 65, already enrolled, or helping a loved one navigate it all, this one's for you.

May 15, 202631 min

Ep. 204 (Part Two) The Stock You Love Could Be the Risk You're Ignoring

Did you know 60% of individual stocks are net wealth destroyers? In Part Two, Patti and Eric break down what really causes major market drops, the odds of losing money over time, and four smart strategies for managing a concentrated stock position. Key Financial, Inc. is a federally registered investment advisor with the United States Securities and Exchange Commission. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Key Financial Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Patricia Brennan and Osaic Wealth, Inc. do not offer tax advice or tax servies. Please consult your tax specialist for individual advice. We make no specific comments or recommendations on any tax related details. "One Hundred Years in the U.S. Stock Markets" (March 2026, also on SSRN) Looking at 29,754 common stocks listed on U.S. public markets over 100 years (1926–2025), the study found that long-term investors in nearly 60% of stocks incurred wealth reductions