In this episode, Brad and Patty Allan discuss the various types of money that individuals encounter while planning for retirement. They emphasize the importance of understanding these types, including free money, throw away money, tax-free and tax-deferred money, as well as earned and passive income.

The conversation also highlights how different life stages impact financial planning and the necessity of aligning financial strategies with individual risk tolerance and goals. The episode concludes with an invitation for listeners to connect with the Allan Agency for personalized retirement planning assistance.

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 Allan discuss the various types of money that individuals encounter while planning for retirement. They emphasize the importance of understanding these types, including free money, throw away money, tax-free and tax-deferred money, as well as earned and passive income.
The conversation also highlights how different life stages impact financial planning and the necessity of aligning financial strategies with individual risk tolerance and goals. The episode concludes with an invitation for listeners to connect with the Allan Agency for personalized retirement planning assistance.
Click <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.

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