Logan and Don discuss the importance of navigating market volatility as one approaches retirement. They emphasize the need for regular reviews of asset allocation, the significance of generating sustainable income, and the role of cash reserves. The discussion also covers the emotional aspects of investing, the complexities of Social Security benefits, and the necessity of comprehensive retirement planning. Logan and Don clarify misconceptions about estate planning, highlighting its importance for individuals at all financial levels.

Reach Logan and Don at 480-579-3954.

Sun Valley Wealth

www.sunvalleywealth.com

See omnystudio.com/listener for privacy information.

Logan and Don discuss the fundamentals of investing, emphasizing the importance of starting early and understanding the risks associated with different investment vehicles. They explore concepts such as financial freedom, market timing, hybrid index strategies, diversification, and the roles of stocks, bonds, ETFs, and real estate in a well-rounded investment portfolio. The discussion highlights the need for a sustainable financial plan that can withstand market fluctuations and support long-term goals.

Reach Logan and Don at 480-579-3954.

Sun Valley Wealth

www.sunvalleywealth.com

See omnystudio.com/listener for privacy information.

Logan Marcus and Don Spini discuss common mistakes in retirement planning, emphasizing the importance of avoiding market timing, understanding the risks of keeping cash, and the necessity of proper diversification. They also delve into the implications of the SECURE Act on inherited IRAs and the benefits of Roth conversions. The discussion highlights the need for strategic planning and professional guidance to navigate the complexities of retirement.

Reach Logan and Don at 480-579-3954.

Sun Valley Wealth

www.sunvalleywealth.com

See omnystudio.com/listener for privacy information.