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The Patti Brennan Show

Dec 13, 2024

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...


Nov 27, 2024

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...


Nov 15, 2024

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...


Nov 4, 2024

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 1st, 2025. ...


Nov 1, 2024

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,...