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 set people up for success in their retirement. It is never too early in a career to engage in those habits that, decades later, produce big results. Patti believes there are specific, actionable steps to take in three seasons of life that are critical to successful retirement planning. Listen today to find out what they are!
Dec 29, 2023
30 min
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 techniques, as well as investment consulting education to financial professionals. In this episode, Patti and John discuss the record-breaking charitable giving statistics for 2022 in the United States and then take it a step further by offering several strategies that make charitable giving more impactful. These are intentional steps that have tax benefits as well as allowing the donor to be more intentional in their giving. This episode also educates the listener in a variety of advanced planning tools that could be of significant value if one is looking to add philanthropy into their estate planning.
Dec 15, 2023
29 min
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 well as investment consulting education to financial professionals. In this episode, Patti and John discuss the importance of year-end planning – how to implement various strategies and take specific opportunities that can help protect and grow your portfolio. They discuss the importance of taking those opportunities to implement fundamental strategies throughout the year – not just at year end. John also provides a helpful checklist available on our website to all listeners.
Dec 1, 2023
44 min
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 but should be asked) question. One of the most frequent questions we hear is should we combine our accounts now that we are married? This question does not just apply to young couples, it also applies to second and third marriages – which can also complicate issues, particularly when young children are involved. There is not a set answer to this question because there are many considerations involved. Patti sets out the pros and cons of each as she tackles this complicated topic.
Nov 17, 2023
13 min
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 medical to software to financial services. Machine learning is collecting massive amounts of data that have been gathered and stored for decades and using it to solve problems, create new medicines, and so much more! AI is more than just ChatGPT – what does our future look like? Will jobs be eliminated? What should we be concerned about, and what are the implications of how we approach financial planning? Tune in to hear their candid conversation and learn some key takeaways that may impact everyone’s future.
Nov 3, 2023
28 min
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 that have stood the test of time in delivering excellent service to enhance any client experience. These standards are not necessarily industry disrupters or require innovative technology, but if performed consistently, are almost guaranteed to result in increased customer/client loyalty and satisfaction. Whether you are part of a small team or large organization, adopting these four standards could significantly improve your clientele’s experience and satisfaction.
Oct 20, 2023
22 min
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 multiple considerations to consider when researching annuities, and Patti breaks down the risks and advantages of each. What may be a great annuity option for one individual may also be detrimental to someone else. How does one decide if an annuity fits within a financial plan? This episode will answer that question and more. It 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 but should be asked) question.
Oct 6, 2023
16 min
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 11 years old with pure resilience and grit. She is brutally honest when discussing the mistakes that led to her losing her business, only to pick herself back up to rebuild. The lessons learned from Kathleen’s experience were the key to her success. Anyone thinking of following a dream to open their own business will certainly find inspiration in this episode!
Sep 22, 2023
32 min
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 pundits predicted? Patti and Sam define what needs to happen in the economy to warrant a recession and then discuss the extenuating circumstances that may have spared our country from a full-blown recession. While most investors hope to avoid a recession, Patti and Sam articulate that the goal should really be to endure it – and they give plenty of tips on how to do that!
Sep 8, 2023
56 min
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. Nobody ever plans on getting in an accident, or being diagnosed with an illness or debilitating disease, but prudent investors must plan for the possibility of needing long-term healthcare coverage. With the myriad of plans and options out there to consider, Patti dedicates this episode to discussing as many healthcare coverage options as possible in retirement. There are nuances and considerations for each alternative, and Patti breaks down the risks and advantages of each. 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 but should be asked) question.
Aug 25, 2023
21 min
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