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.
See omnystudio.com/listener for privacy information.
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