Recent Posts
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audio 29:23
056: What Does Life After COVID Look Like?
Patti sits down with nationally renowned radio host, Gregg Stebben, to discuss some life-changing decisions that clients, friends, and family are making during this pandemic.
Posted by Patti Brennan, 10/23/2020 05:00 AM
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audio 54:29
055: The Federal Reserve – The REAL Drivin...
In today’s episode, I am continuing my conversation with my Chief Planning Officer, Eric Fuhrman. We define the relationship of the Federal Reserve and the Federal Government and offer some historical perspective with examples.
Posted by Patti Brennan, 10/09/2020 05:00 AM
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audio 58:29
054: The Government Deficit – What the Num...
Patti sits down with her Chief Planning Officer, Eric Fuhrman, to break down the very complicated concepts of deficit spending and the Federal Reserve into terms listeners can understand more fully.
Posted by Patti Brennan, 09/25/2020 05:00 AM
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audio 26:49
053: Life or Death Emergency Preparedness
In this wide-ranging discussion, Patti talks with some of her top employees at Key Financial about their plans for handling a Life or Death situation, whether it’s a natural disaster or civil unrest.
Posted by Patti Brennan, 09/11/2020 05:00 AM
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audio 24:32
052: Asset Allocation Strategies That Work!
Patti continues her conversation with one of Key Financials’ Portfolio Managers, Sam Baez, and they discuss asset allocations that work best for their clients.
Posted by Patti Brennan, 08/28/2020 05:00 AM
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audio 47:01
051: The COVID Economy and The COVID Marke...
In today’s episode, Patti dissects the difference between the markets and the economies with her Chief Investment Officer, Brad Everett.
Posted by Patti Brennan, 08/14/2020 05:00 AM
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audio 17:55
050: THE ONE Strategy to Implement When Young
In this episode, Patti reveals one simple action done in your 20’s that will amass almost $800k by retirement.
Posted by Patti Brennan, 07/31/2020 05:00 AM
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audio 20:36
049: THE Most Common Retirement Mistake
Although there are many mistakes made during retirement that are sure to derail your financial plan and the growth of your portfolio – there is ONE mistake that people continuously make as they are looking at their retirement horizon.
Posted by Patti Brennan, 07/17/2020 05:00 AM
