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 differences between traditional and Roth IRAs, the importance of understanding tax implications, and the necessity of managing risk in investments. The conversation also emphasizes the significance of creating an emergency fund and maximizing employer-sponsored retirement contributions. Real-life stories illustrate the practical application of these concepts, providing listeners with actionable advice for their financial futures.

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.