In this episode, Brad and Patty discuss the essential factors to consider when planning for retirement. They emphasize the importance of understanding individual needs, managing risks, and the implications of taxes and debt on retirement planning.

The conversation highlights the necessity of careful planning and seeking professional guidance to ensure a secure financial future in retirement.

Click here to schedule an appointment with Brad and the team or give them a call at 480-410-0052.

In this episode, Brad and Patty discuss the essential factors to consider when planning for retirement. They emphasize the importance of understanding individual needs, managing risks, and the implications of taxes and debt on retirement planning.
The conversation highlights the necessity of careful planning and seeking professional guidance to ensure a secure financial future in retirement.
Click&nbsp;<a href="https://theallanagency.com/contact-us/">here</a> to schedule an appointment with Brad and the team or give them a call at 480-410-0052.

Welcome to Sustainable Retirement Solutions with Brad & Patty Allan! Join us each week as we dive into the world of financial planning. Whether looking to build your wealth or making sure you’re on track to achieve your retirement goals, we have you covered. Earning and/or saving can be tricky in a world where markets are never perfectly predictable, but Brad and Patty put their years of experience to use, describing current trends and how it can affect you on your financial journey. Tune in wherever you find your favorite podcasts and get ready to have a professional on your side, building towards a financially informed and confident future.

Welcome to Sustainable Retirement Solutions with Brad &amp; Patty Allan! Join us each week as we dive into the world of financial planning. Whether looking to build your wealth or making sure you&rsquo;re on track to achieve your retirement goals, we have you covered. Earning and/or saving can be tricky in a world where markets are never perfectly predictable, but Brad and Patty put their years of experience to use, describing current trends and how it can affect you on your financial journey. Tune in wherever you find your favorite podcasts and get ready to have a professional on your side, building towards a financially informed and confident future.

Sustainable Retirement Solutions

How Much Do You Really Need to Retire?

On this episode of Sustainable Retirement Solutions Podcast, Brad and Patty, delve into the various types of investment accounts, focusing on IRAs, 401(k)s, and brokerage accounts. They discuss the differences between traditional and Roth IRAs, the importance of understanding tax implications, and the necessity of managing risk in investments. The conversation also emphasizes the significance of creating an emergency fund and maximizing employer-sponsored retirement contributions. Real-life stories illustrate the practical application of these concepts, providing listeners with actionable advice for their financial futures.

Click here to schedule an appointment with Brad and the team or give them a call at 480-410-0052.

On this episode of Sustainable Retirement Solutions Podcast, Brad and Patty, delve into the various types of investment accounts, focusing on IRAs, 401(k)s, and brokerage accounts. They discuss the differences between traditional and Roth IRAs, the importance of understanding tax implications, and the necessity of managing risk in investments. The conversation also emphasizes the significance of creating an emergency fund and maximizing employer-sponsored retirement contributions. Real-life stories illustrate the practical application of these concepts, providing listeners with actionable advice for their financial futures.
Click&nbsp;<a href="https://theallanagency.com/contact-us/">here</a> to schedule an appointment with Brad and the team or give them a call at 480-410-0052.

Investing 101: Part 2

On this episode of Sustainable Retirement Solutions Podcast, Brad and Patty discuss the fundamentals of investing in a digestible format. They cover key investment vehicles such as stocks, bonds, mutual funds, and ETFs, explaining their differences and roles in a portfolio. The conversation also addresses common myths about investing, emphasizing that it is accessible to everyone, not just the wealthy. The episode concludes with a client success story that highlights the importance of community in learning about investing.

Click here to schedule an appointment with Brad and the team or give them a call at 480-410-0052.

On this episode of Sustainable Retirement Solutions Podcast, Brad and Patty discuss the fundamentals of investing in a digestible format. They cover key investment vehicles such as stocks, bonds, mutual funds, and ETFs, explaining their differences and roles in a portfolio. The conversation also addresses common myths about investing, emphasizing that it is accessible to everyone, not just the wealthy. The episode concludes with a client success story that highlights the importance of community in learning about investing.
Click&nbsp;<a href="https://theallanagency.com/contact-us/">here</a> to schedule an appointment with Brad and the team or give them a call at 480-410-0052.

Investing 101: Part 1

In this episode, Brad & Patty explore common mistakes individuals make in safeguarding their wealth, the importance of planning for health issues, and the need for diversification. 

The conversation also delves into the differences in asset protection for individuals versus business owners, the impact of economic factors like inflation on long-term asset protection, and the critical role of insurance in financial planning. Brad and Patty emphasize the need for a balanced approach to wealth management that prioritizes both growth and protection.

Click here to schedule an appointment with Brad and the team or give them a call at 480-410-0052.

In this episode, Brad &amp; Patty explore common mistakes individuals make in safeguarding their wealth, the importance of planning for health issues, and the need for diversification.&nbsp;
The conversation also delves into the differences in asset protection for individuals versus business owners, the impact of economic factors like inflation on long-term asset protection, and the critical role of insurance in financial planning. Brad and Patty emphasize the need for a balanced approach to wealth management that prioritizes both growth and protection.
Click&nbsp;<a href="https://theallanagency.com/contact-us/">here</a> to schedule an appointment with Brad and the team or give them a call at 480-410-0052.

How Much Do You Really Need to Retire?

Sustainable Retirement Solutions

In 1 playlist(s)

Sustainable Retirement Solutions

Social links

Follow podcast

Recent clips