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.
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Investing 101: Part 2
21:19

Navigating the Complexities of Asset Protection
12:37

Creating Guaranteed Income for Retirement
16:20