10/16/2026
π΅ FINANCIAL SUCCESS: For Beau Allen of Kentucky Planning Partners, it isnβt a specific number in your account. Itβs having the freedom to live the way you want, without regrets.
Thatβs the idea behind the work Beau does with clients in their 50s and 60s. His team plans retirement budgets down to the dollar and runs thousands of scenarios to find a spending level that lasts. Every plan is built around the person, because no two retirements look the same.
On this week's episode of the "Easy Millionaire podcast", Beau and Steve Staub also talk about:
π Studying for the Series 7 and 66 while still playing football at Kentucky
π What his first $300 stock taught him
πΌ The life events that most often lead people to an advisor, from inheritances to business sales
Find the full episode belowπ