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, mutual funds, and ETFs, explaining their differences and roles in a portfolio. The conversation also addresses common myths about investing, emphasizing that it is accessible to everyone, not just the wealthy. The episode concludes with a client success story that highlights the importance of community in learning about investing.

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.