HeyJaredThe Patti Brennan Show
The Patti Brennan Show is a biweekly financial podcast designed to educate and empower every listener.
- Indexed episodes, last 90 days
- 6
- Latest publication
- Sep 18, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 10, 2026
Latest episodes
Ep. 214 Sarah Bunnell on the Three Pillars of Getting Your Life in Order with Everplans (opens the original)
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Most people think of life organization as something for "someday." But the hardest moments for families aren't just about loss, they're about not knowing where things are: the will, the passwords, the story behind a recipe never written down. Sarah Bunnell, Head of Customer Success at Everplans, joins Frank McAleer to unpack the three pillars, security, guidance, and sharing, behind leaving your family truly prepared.
Ep 213 Protecting What You've Built: Liz Loewy on the Growing Threat of Elder Financial Fraud (opens the original)
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Older, wealthier families aren't just targets of opportunity, they're targets by design, and the numbers are staggering: billions lost to fraud every year, much of it never reported. Liz Loewy has seen the pattern from both sides. As a Manhattan prosecutor, she built the country's first elder abuse unit; today, as co-founder of EverSafe, she works to catch fraud early and limit the damage it can do. In this conversation with Frank McAleer, Liz breaks down how scammers exploit siloed finances and
Ep. 212 Clients Are Not Their Money: What Our 2026 Interns Learned This Summer (opens the original)
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Every summer, a group of students arrives at Key Financial expecting spreadsheets. They leave with something else entirely. In this episode, Paige Hill sits down with the 2026 summer interns for an honest conversation about what surprised them, what no classroom taught them, and the moment one of them realized that clients are not their money.
Ep. 211 What Makes a Great Entrepreneur? Mike Nichols of EY on Disruption, Risk & the Philly Spirit (opens the original)
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Forty years. Sixty countries. Thousands of entrepreneurs. After all of it, Mike Nichols of EY keeps coming back to the same word when he thinks about the best stories he has ever seen. In this episode, Patti and Mike unpack what disruption really means, how family businesses are redefining succession, and why the best entrepreneurial stories often start with someone who had nothing but an idea and the nerve to act on it.
Ep. 210 Mid-Year Economic Outlook with Brad Everett (opens the original)
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We are halfway through 2026. Time to take stock of what we got right, what changed, and what the next six months may look like. In this episode, Patti sits down with Key Financial Chief Investment Officer Brad Everett to cut through the noise and talk about what may matter most for your portfolio right now. Here are just a few of the things they cover: 📉 Why the Mag Seven is now being called the Lag Seven, and why that may actually be a healthy sign for markets. 🌍 Why diversification has shown s
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