All Episodes
The Patti Brennan Show — 108 episodes
Ep. 210 Mid-Year Economic Outlook with Brad Everett
Ep. 209 "Documents Aren't a Plan" What Estate Attorney Martin Shenkman Wants You to Know
Ep. 208 My Children Didn't Want to Hear It Either: A Practical Checklist for Decisions After Death
Ep. 207 Dear Patti: 76% of Americans Have an Estate Plan They've Never Seen
Ep. 206 Dear Patti: The Four Seasons of Retirement
Webinar - Navigate the Middle: Financial Clarity for Your Accumulatino Years
Ep. 205 Straight Talk on Coverage: Mr. & Mrs. Medicare Tell All
Ep. 204 (Part Two) The Stock You Love Could Be the Risk You're Ignoring
Ep. 203 (Part One) 60% of Stocks Lose Money: Why Diversification Beats the Hero Stock Myth
Ep. 201 - Why Financial Planning Isn't Enough, Enter: Vitality Planning
Ep. 202 Aging in Place: Start Now or Pay Later
Ep. 200 A Tale of Two Balance Sheets
Episode 199 Social Security: Timing, Taxes & The Truth
Ep. 198 Medicare 101: What Most People Get Wrong About Medicare
Ep. 197 2026 Economic Outlook: What You Need to Know About Markets, Inflation, & Your Investments
Ep. 196 Top 5 Episodes Our Listeners Loved + Key Takeaways That Matter Most
Ep. 175 Dear Patti: Longevity
Ep. 176 Reimagining Aging: Insights from MIT's Dr. Coughlin
Ep. 195 Required Minimum Distributions Explained: Key Moves Before Year-End
Ep. 194 The Biggest Charitable Giving Opportunity You'll Have Before 2026
Ep. 193 When "We" Becomes "Me": Financial Planning After Loss or Divorce
Ep. 192 Does a Growing Economy Guarantee a Growing Portfolio? The Surprising Truth About GDP
Ep. 191 Part Three - How to Have Difficult Conversations Around Wealth: A Practical Workshop
Ep. 190 Part Two - Tips for Difficult Wealth Conversations with Your Family
Ep. 189 Unlocking Business Value: The CEPA Approach to Growth and Exit Planning
Ep. 188 From Grids to Growth: Why Infrastructure Matters Now
Ep. 187 Crisis to Clarity - AJ Jones on Life After 2x Heart Attack
Ep. 182 Dear Patti: Long Term Care
Ep. 186 Decoding the One Big Beautiful Bill Act (OBBA) with Eric Fuhrman
Ep. 185 Beyond the Bucket List: The Hard Talks Behind a Smart Financial Plan
Ep. 184 Wills, Trusts & Big Mistakes: What Most People Get Wrong About Estate Planning
Ep. 183 Disruption Done Right: Jamie Price on Leading Through Change
Ep. 181 Beyond the Exam Room: Why Your Health and Wealth Need a Joint Checkup
Ep. 179 Part 1 - Who We Let in the Room: How we vet the professionals behind your portfolio ft. Lee Cohen, NY Life
Ep. 180 Part 2 - Why It Matters Who We Let In: The partners who help elevate your portfolio, ft. Lee Cohen, NY Life
Ep. 178 Dear Patti: Retirement
Ep. 177 Money, Mindset, and Meaning: Natalie Angeloni on Financial Confidence
Ep. 174 AI & Investing with Chief Market Strategist Lauren Goodwin
Ep. 173 Leaving a Legacy with Roy Möed
Ep. 172 Asset Allocation
Ep. 171 The Magnificent 7
Ep. 170 Investment Strategies in an Uncertain Market
Ep. 169 Market Outlook w/ Brad + Patti
Ep. 168 Ask Patti Brennan: Long Term Care
Ep. 167 Ask Patti Brennan: Inherited IRA
166: Ask Patti Brennan: Sudden Wealth Event
165: Patti & Carrie Video Interview
164: Conference Recap
163: Corporate Transparency Act
162: Michael Brennan- Election Show Pt. 2
161: Ask Patti Brennan: MIT Age Lab Recap
160: Ask Patti Brennan: Back Door Roth
159: Michael and Friends- Election Show Pt. 1
158: MIT Alzheimer's Event Recap
157: Ask Patti Brennan: Understanding 529's
156: KEY Differences Between Stocks and Bonds
155: How to Handle Family Wealth Planning
154: When to Take Your RMDs
153: Mid-Year Economic Outlook With Brad and Patti
152: Exploring the Secure Act 2.0 with John Nersesian
151: Headlines and Human Nature: Investing with Insight Featuring Sam Baez
150: Ask Patti Brennan: Where Should My Next Dollar Go?
149. Pouring Passion: From Corporate Success to Vineyard Ventures
148: Ask Patti Brennan: Emergency Funds
147: Nonqualified Plans – A Key Benefit for Top Executives
146: Ask Patti Brennan: Should I Pay Off My Debts?
145: What is Economic 3D Reset? A Conversation With Johanna Kyrklund of Schroders
144: 3D Reset with Johanna Kyrklund
143: 2024 Economic Forecast With Brad Everett
142: Life Insurance
141: Business Exit Planning Strategies with John Hancock's Tim King
140: Financial Habits & Mistakes That Sabotage Retirement
139: Charitable Giving with John Nersesian of PIMCO
138: Year-End Planning With John Nersesian of PIMCO
137: We're Married Now, Should We Combine Finances?
136: The AI Revolution – A Discussion with Kristopher Thompson
135: Enhancing the Client Experience with Putnam Investment's Cathy Saunders
134: Does An Annuity Fit Within My Financial Plan?
133: Building a Blockbuster Business with Tate's Bake Shop Founder, Kathleen King
132: What Happened to the Recession?
131: Long-Term Care Considerations
130: Lessons in Leadership with Putnam Investment's Cathy Saunders
129: My Child Has Become Independent – Now What?
128: The Patti Brennan Story – A Special Re-Broadcast of FS Investments' Head-to-Head Podcast
127: The 5 C's of Credit
126: Disaster Preparedness - Are You Ready for the Unexpected?
125: Are We at Risk of Losing Social Security?
124: The Economics of the Parables with Fr. Robert Sirico
123: The Benefits of Rental Property Investing
122: Don't Become a Victim of Fraud!
121: Secure Act 2.0
120: Issues to Consider at the Beginning of the Year
119: 2023 Economic Outlook with Chief Investment Officer, Brad Everett
118: How the Debt Ceiling May Affect Your Retirement Assets
117: Getting Your Affairs in Order - Stories and Ideas
116: Journalist Gregg Stebben Meets with Former Russian Parliament Member – The Whole Story
115: With The Markets Down, Should I Pay Off My Debts?
114: I Bonds – A Hedge Against Inflation?
113: Tax Loss Harvesting – Is It Right For You?
112: 2022 Economic Forecast in Review
111: What Issues Should I Consider When Dealing with High Inflation?
110: Inflation and Asset Performance
109: Important Milestones
108: How to Help Clients Age With Dignity
107: Triage Your Finances
106: Tim Seifert of Lincoln Financial Shares Key Attributes of a Great Leader
105: Issues To Consider When Reviewing Health and Life Insurance Policies
104: Tax Planning Strategies and Updates with John Nersesian of PIMCO