Logan Marcus and Don Spini discuss the most pressing concerns regarding retirement planning, emphasizing the importance of having a solid financial strategy and the role of fiduciary advisors. They explore various investment strategies, including the hybrid index strategy, and answer listener questions about retirement income, taxes, and investment options. The discussion highlights the need for regular reviews of financial plans and the benefits of seeking a second opinion from a trusted advisor.

Reach Logan and Don at 480-863-5363.

Sun Valley Wealth

www.sunvalleywealth.com

 

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