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The Patti Brennan Show

Podkast av Patti Brennan

engelsk

Business

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 Content may be outdated, and past history is no guarantee of future results or experience.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

Alle episoder

97 Episoder

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

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

15. mai 2026 - 31 min
episode Ep. 203 (Part One) 60% of Stocks Lose Money: Why Diversification Beats the Hero Stock Myth cover

Ep. 203 (Part One) 60% of Stocks Lose Money: Why Diversification Beats the Hero Stock Myth

In this episode of The Patti Brennan Show, Patti is joined by Eric Fuhrman, Chief Planning Officer at Key Financial, to tackle one of the most misunderstood – and potentially dangerous – issues in investing: concentration risk. Using powerful statistics, real-life stories, and 100 years of market data, Patti and Eric break down why having "too many eggs in one basket" can lead not just to portfolio volatility, but to true financial ruin. They explore research showing that 60% of individual stocks have been net wealth destroyers, while a tiny fraction of companies created most of the market's long-term gains. Ultimately, this episode is about one question: Are you going to be okay? Learn how to protect your lifestyle, your legacy, and your peace of mind by managing concentration risk intelligently.

17. april 2026 - 31 min
episode Ep. 201 - Why Financial Planning Isn't Enough, Enter: Vitality Planning cover

Ep. 201 - Why Financial Planning Isn't Enough, Enter: Vitality Planning

Most financial plans cover the numbers, but what about everything else? In this episode, Patti Brennan welcomes Frank McAleer, Key Financial's new Vitality Planning specialist, to introduce a concept that goes far beyond the balance sheet. Drawing on his personal caregiving experience and years of longevity planning at Raymond James, Frank explains why being financially prepared is only half the equation. Together, Patti and Frank explore the resources, tools, and conversations that help clients age with confidence. From aging-in-place assessments to Medicare navigation, family organization, fraud protection, and the MIT AgeLab's research on thriving in retirement, this episode is packed with resources you don't want to miss.

16. april 2026 - 29 min
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