In this episode of Sustainable Retirement Solutions, Brad and Patty discuss the various risks associated with retirement planning, focusing on tax and legislative risks. They emphasize the importance of understanding these risks to make informed decisions about retirement savings, including the implications of converting traditional IRAs to Roth IRAs. The conversation also highlights recent legislative changes, such as the Secure Act, and their impact on retirement planning.

The episode concludes with actionable steps for listeners to engage with the Allan Agency for personalized retirement planning.

In this episode of Sustainable Retirement Solutions, Brad and Patty discuss the various risks associated with retirement planning, focusing on tax and legislative risks. They emphasize the importance of understanding these risks to make informed decisions about retirement savings, including the implications of converting traditional IRAs to Roth IRAs. The conversation also highlights recent legislative changes, such as the Secure Act, and their impact on retirement planning.
The episode concludes with actionable steps for listeners to engage with the Allan Agency for personalized retirement planning.

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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