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The Patti Brennan Show  

The Patti Brennan Show

Author: 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 Content may be outdated, and past history is no guarantee of future results or experience.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
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Language: en

Genres: Business, Business News, Investing, News

Contact email: Get it

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Ep. 198 Medicare 101: What Most People Get Wrong About Medicare
Episode 198
Friday, 6 February, 2026

Medicare is one of the most important—and most misunderstood—financial decisions people face as they approach retirement. And for many, the confusion doesn't come from a lack of effort, but from a system that isn't intuitive and comes with rules, deadlines, and consequences that aren't always clear until it's too late. In this episode of The Patti Brennan Show, Patti is joined by Eric Fuhrman, Chief Planning Officer at Key Financial, for a practical, listener-driven conversation answering real Medicare questions we hear every day. From missed enrollment windows to choosing between Original Medicare and Medicare Advantage, Patti and Eric break down what actually matters—and why timing is often more important than cost.

 

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