Sustainable Retirement Solutions
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.
- Update frequency
- every 10 days
- Average duration
- 13 minutes
- Episodes
- 11
- Years Active
- 2025
Investing 101: Part 2
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 d…
Investing 101: Part 1
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, mut…
Navigating the Complexities of Asset Protection
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 …
Creating Guaranteed Income for Retirement
In this episode of Sustainable Retirement Solutions, Brad and Patty discuss the critical aspects of creating guaranteed income for retirees. They explore the importance of social security, the role o…
How Much Do You Really Need to Retire?
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 implic…
Maximizing Social Security in Retirement Planning
In this episode, Brad and Patty discuss the critical role of Social Security in retirement planning. They provide insights into how Social Security works, the importance of timing when claiming benef…
Medicare and its critical role in retirement planning
In this episode, Brad and Patty discuss the complexities of Medicare and its critical role in retirement planning. They break down the different parts of Medicare, the costs associated with each part…
Understanding Different Types of Money
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, includin…
Understanding Tax Risks in Retirement
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…
Getting to know Brad and Patty Allan
In this inaugural episode of Sustainable Retirement Solutions, Brad and Patty Allan discuss the importance of financial planning for retirement. They share their personal journey into financial advis…
Sustainable Retirement Solutions Trailer
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 t…