My Legacy Experience - The Podcast

My Legacy Experience Podcast - A Discussion on Retirement Accounts with Patrick Brown


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This week's conversation is with Patrick Brown. Patrick is the Director of Risk Management & Insurance and an Investment Advisor with Edmonds Duncan Registered Investment Advisors, in Lawrence, Kansas. We will discuss employer-sponsored retirement plans including 401(k) and 403(b) plans and contrast those investment vehicles with non employer-sponsored retirement plans (IRAs). We will also discuss risk tolerance and investment allocations.  Finally we will discuss Roth IRAs and Roth IRA conversions. 


Patrick can be reached at Edmonds Duncan Registered Investment Advisors

https://www.edmondsduncan.com/team-member-01/pat-brown-mba-0

To learn more about Patrick's Financial Literacy Efforts

https://financialliteracyforstudentathletes.com


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My Legacy Experience - The PodcastBy Donna Watson

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