
Sign up to save your podcasts
Or
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 advising, the services offered by the Allen Agency, and the key qualities to look for when choosing a financial advisor.
The episode also addresses common misconceptions about financial advisors and emphasizes the importance of trust and personalized service in financial planning.
See omnystudio.com/listener for privacy information.
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 advising, the services offered by the Allen Agency, and the key qualities to look for when choosing a financial advisor.
The episode also addresses common misconceptions about financial advisors and emphasizes the importance of trust and personalized service in financial planning.
See omnystudio.com/listener for privacy information.