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
Publicly listed emails
contact@keyfinancialinc.com
info@keyfinancialinc.com
dt@dougtaylor.com
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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...
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
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 ...
New Retirement Radio with Dennis Prout Podcast · Low booking difficulty · 100 - 1,000 listeners
Through The Pines · Low booking difficulty · 100 - 1,000 listeners
Talking Wealth · Medium booking difficulty · 100 - 1,000 listeners
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.
The publicly listed emails for The Patti Brennan Show: contact@keyfinancialinc.com, info@keyfinancialinc.com, and dt@dougtaylor.com.
Podseeker estimates The Patti Brennan Show reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.
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.
Medium. Guests usually need solid credentials in the topic and an idea that fits the show.
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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