We're about to have another retirement planner chat episode where this week I'm joined by my friend Alan Mueller from Seven Saturdays Financial and this is the 173rd episode of the Retirement Planning Education Podcast.

Welcome to the Retirement Planning Education Podcast, where you can learn all about IRAs and Roth IRAs, employer retirement plans, taxes,

Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning,

and much more. And now here's your host, Andy Panko.

Hello, everyone. Welcome back. Thank you as much for listening. So today is this month's

installment of the retirement planner, what is it?

Retirement planner chat where I'm joined by a fellow financial planner. This week, it is Alan Mueller from Seven Saturdays Financial.

So Alan is a great guy. I've since met him once, maybe twice at conferences. We first crossed paths as you hear us chat about virtually through

Facebook group, Facebook groups. I don't recall which one it was, but in 2020 maybe, he was

thinking about starting his own thing, like deep down the path of planning and thinking about

starting his own thing. I had just recently started mine

and it was COVID, so lots of people were hanging out online. My sort of out of choice was

Facebook groups and Alan and I cross paths and glad we did. And we've stayed fairly close virtually

since. And now, like I said, I've met once or twice. And so he, like me,

started from, started his firm from nothing. They didn't come directly from the advisory business

and therefore didn't have existing clients and sort of business to take with him. But really

great to see, great to hear that he and his business are doing well. And it is growing healthily

with intention and focus and

really makes me smile and happy to see and hear really good folks who are really good

planners in this business for the right reasons, doing well, having success, serving clients

well, and it's a good story all around. So before we get into it, I thought I'd serving clients well, and it's good story all around.

So before we get into it, I thought I'd add in the front instead of at the very end of the

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