Patti Brennan

IMPORTANT DISCLOSURES: Please go to for different additional information, current written, disclosures and from CRS.

[Patti Brennan @KeyFinInc]

If you've ever wondered, "Why does the government spend huge sums of money during economic crises?" Look no further!
https://t.co/HjEtRU2T6B
Episode 68: The Fiscal Stimulus is now available to WATCH!

[Patti Brennan @KeyFinInc]

Welcoming our summer interns: Carly Miller, Billy Breslin, Brynn Zebrowski and Tommy Czarzasty. We are looking forward to a great summer!

[Patti Brennan @KeyFinInc]

Tune in to the latest Patti Brennan Show Featuring Sam Baez! Link below, or anywhere you listen to your podcasts:

https://t.co/CC33dh3PXE

[Patti Brennan @KeyFinInc]

In honor of Memorial Day Weekend, We honor the brave men and women who have selflessly served our country, protecting our freedom and way of life. Your courage and dedication are deeply appreciated and never forgotten.

[Patti Brennan @KeyFinInc]

The "Shark Tank" star says she worked almost two dozen jobs before turning 23. https://t.co/2Nd6aX7tgt

[Patti Brennan @KeyFinInc]

There are serious reasons for having a laugh on the job. https://t.co/BpNld5UidL

[Patti Brennan @KeyFinInc]

While 2026 may seem way too far away to start worrying, if clients wait too long, they ultimately may miss out on utilizing the highest exemption amounts in U.S. history. https://t.co/pq6XdT6hCu

[Patti Brennan @KeyFinInc]

Tune in to the latest #PattiBrennanShow on our website below!

https://t.co/D1D84BSwJb

[Patti Brennan @KeyFinInc]

When in doubt: automate your savings, NOT your subscriptions! https://t.co/b0zzXujnOe

[Patti Brennan @KeyFinInc]

Tune in to the latest #PattiBrennanShow episode on our #YouTube channel below!

https://t.co/2yzoY9G6Xy

[Patti Brennan @KeyFinInc]

Most schools don’t have a financial planning curriculum. The burden of teaching financial literacy is left to parents. Imparting the below money tips to children starting at a young age can drastically change the child’s relationshi https://t.co/hcc0r7odkU

[Patti Brennan @KeyFinInc]

Under new rules, people with tax-deferred retirement accounts must beginning taking required minimum distributions at age 73. https://t.co/WrKDZbV6NL

[Patti Brennan @KeyFinInc]

https://t.co/2yzoY9Fz80

Ep 149. Pouring Passion: From Corporate Success to Vineyard Ventures is now LIVE on our youtube channel and Key Financial website!

[Patti Brennan @KeyFinInc]

Fake recruiters using sophisticated techniques lure in college students and new graduates. https://t.co/2kLwMsPiHN

[Patti Brennan @KeyFinInc]

When considering the mechanics of football, it’s not uncommon to draw parallels between the dynamics of the game and the principles of proper financial planning. https://t.co/3E8WrTxObf

[Patti Brennan @KeyFinInc]

Episode 148 is now Live on The Patti Brennan Show!

https://t.co/8ep2ljYRco

[Patti Brennan @KeyFinInc]

What is the best way to make your donations to charity? Use two tactics – “tax bunching” and a donor advised gift fund. https://t.co/Ow3nf1DFrn

[Patti Brennan @KeyFinInc]

And lastly, adding to this list: Automate your savings! Convenience is your best friend when it comes to saving habits. Set it, & forget it! https://t.co/Hm6Yo3C12D

[Patti Brennan @KeyFinInc]

🎙 Exciting news! In today’s episode, Patti Brennan welcomes Josh Owen to discuss nonqualified deferred compensation plans, a powerful tool for CEOs to recruit, retain, and reward top executives. Listen now: [https://t.co/no0T8A7W3Z] #PodcastRelease #ExecutiveCompensation

[Patti Brennan @KeyFinInc]

Huge congrats to our CEO Patti Brennan, CFP & team! Forbes named Patti one of the Top 250 Wealth Advisors in 2024! 🌟 This recognition reflects our collective dedication to clients' financial success. Let's celebrate this win together! 🎉 #ForbesTop250 #TeamSuccess

[Patti Brennan @KeyFinInc]

Resilient corporate profits, enthusiasm around AI and hopes that the Fed will cut rates have given investors plenty of reasons to keep on buying. https://t.co/j7Hp5UPDJC