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.