 |
The Patti Brennan ShowAuthor: Patti Brennan
The Patti Brennan Show is a biweekly financial podcast designed to educate and empower every listener. Patti Brennan is a nationally ranked Top Wealth Advisor by both Forbes and Barron's and is known for her ability to communicate complex financial concepts in simple, understandable terms. Brennan will share easy and actionable steps that every listener can do themselves or take to their advisor to implement on their behalf. The Patti Brennan Show is dedicated to helping every listener improve their net worth with informative and entertaining interviews on various financial topics with proven strategies. Patti is the President and CEO of Key Financial, Inc. She and her dedicated team of professionals have been servicing their client families both locally, in the Philadelphia area, as well as nationally for over 30 years. Managing nearly 1Billion, with a retention rate of 98%, Patti believes that everyone works hard for their money, but not everyone knows how to make their money work for them. The Patti Brennan show is designed to show the listener how to make that happen. DISCLOSURE: Neither the information nor opinions contained in this nor any podcast, white paper, or on Key Financials' website constitutes a solicitation for the purchase or sale of any securities and should not be relied upon as financial, legal, or tax advice. Content may be outdated, and past history is no guarantee of future results or experience. Please seek appropriate counsel from qualified professionals who know and understand your goals, objectives, and potential vulnerabilities. Guests on our podcasts are selected based on relationships and reputation, but their service models and businesses have not been vetted by any representative of Key Financial, Inc and any information provided should not be taken as an endorsement of any kind. Go to www.KeyFinancialinc.com for additional information, written disclosures, and Form CRS. Please Note: Limitations. Key Financial neither solicited nor of Language: en Genres: Business, Business News, Investing, News Contact email: Get it Feed URL: Get it iTunes ID: Get it |
Listen Now...
Ep. 200 A Tale of Two Balance Sheets
Episode 200
Friday, 6 March, 2026
Most people think they only have one balance sheet — the financial one. In this episode, Patti Brennan and Chief Planning Officer Eric Fuhrman explain why that's only half the story. Together, they explore the concept of "The Tale of Two Balance Sheets": the traditional financial balance sheet (assets and liabilities) and the personal balance sheet that reflects the real drivers of your financial life — your health, relationships, purpose, and time. The result is a powerful framework for thinking about wealth not just as numbers on a page, but as a tool for building a meaningful life. Whether you're planning for retirement, navigating a major life transition, or simply trying to make smarter financial decisions, this conversation will help you see your financial picture more clearly.
