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The Patti Brennan Show

Patti Brennan

Booking Overview

A biweekly financial education and wealth-management interview show featuring the host’s actionable guidance alongside external experts in financial planning, business, fraud prevention, and family preparedness. Credible pitches include investment and retirement specialists, estate-planning professionals, elder-fraud experts, entrepreneurs, and family-business advisers; booking difficulty is medium because guests generally bring established professional expertise or senior leadership experience.

Metrics

Episodes: 100

Frequency: Every two weeks

Rating: 4.9/5.0

Estimated listeners: 100 - 1,000

Gender skew: Neutral

Listener location: USA

YouTube: 387 subscribers

Contact Information

Publicly listed emails

contact@keyfinancialinc.com

info@keyfinancialinc.com

dt@dougtaylor.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

Host

Patti Brennan - Patti Brennan is President and CEO of Key Financial, Inc., a nationally ranked Top Wealth Advisor recognized by Forbes and Barron’s. She has more than 30 years of experience helping individuals and...

Booking Intelligence

Booking Requirements

medium
Typical Credentials:  
Senior professionals, executives, founders, and recognized specialists with practical expertise in investing, wealth management, financial security, entrepreneurship, or family-business planning.
Required Achievements:  
Senior leadership at an established financial, professional-services, or technology organization, Founder or co-founder of a specialized company, Long-standing professional experience in financial security, entrepreneurship, or business advisory work

Recent Guest Discussions

Sarah Bunnell - Life Organization, Family Preparedness, Security, Guidance, And Sharing Important Information

Liz Loewy - Elder Financial Fraud, Financial Safeguards, Trusted Advocates, And Protecting Older Adults And Wealthy Families

Mike Nichols - Entrepreneurship, Disruption, Risk, Family-business Succession, And The Philadelphia Business Community

Recent Topics

Finance, Wealth Management, Investing, Retirement Planning, Estate Planning

Episodes

Here's the recent few episodes on
The Patti Brennan Show
:

Ep. 215 Behind the Letters: What a CFP® Certification Actually Takes

October 02, 2026

Inspired by the CFP Board's new "It's Gotta Be A CFP®" campaign, Patti poses one question: what actually makes someone qualified to manage your money? In this solo episode, she breaks down what the CFP® certification really requires, from six rigorous exam modules to 6,000 hours of real experience, and shares her own path to the marks, plus why fiduciary duty isn't optional. 

Ep. 214 Sarah Bunnell on the Three Pillars of Getting Your Life in Order with Everplans

September 18, 2026

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

September 04, 2026

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 ...

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:

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Frequently asked questions

Here's some frequently asked questions for
The Patti Brennan Show
:

How do I get in touch with The Patti Brennan Show?

The Patti Brennan Show is hosted by Patti Brennan. Its publicly listed emails are contact@keyfinancialinc.com, info@keyfinancialinc.com, and dt@dougtaylor.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for The Patti Brennan Show?

The publicly listed emails for The Patti Brennan Show: contact@keyfinancialinc.com, info@keyfinancialinc.com, and dt@dougtaylor.com.

How many listeners does The Patti Brennan Show have?

Podseeker estimates The Patti Brennan Show reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for The Patti Brennan Show?

The Patti Brennan Show typically books industry leaders. Typical guest background: Senior professionals, executives, founders, and recognized specialists with practical expertise in investing, wealth management, financial security, entrepreneurship, or family-business planning. Common among recent guests: Senior leadership at an established financial, professional-services, or technology organization; Founder or co-founder of a specialized company; Long-standing professional experience in financial security, entrepreneurship, or business advisory work. Recent guests include Sarah Bunnell, Liz Loewy, and Mike Nichols.

How hard is it to get booked on The Patti Brennan Show?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does The Patti Brennan Show cover?

Recent episodes cover Finance, Wealth Management, Investing, Retirement Planning, and Estate Planning. Pitch an idea tied to one of these topics and mention a recent episode.

Publicly listed emails

contact@keyfinancialinc.com

info@keyfinancialinc.com

dt@dougtaylor.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

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