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The Patti Brennan ShowEpisodes
Episodes of The Patti Brennan Show
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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 sh
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 infl
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 comp
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 importan
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 impl
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 win
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
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
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
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
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 thr
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 discussio
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
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
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
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 techn
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 w
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 bu
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
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
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
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
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 pund
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
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 f
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