Logan Marcus and Don Spini discuss the critical aspects of retirement planning, emphasizing the often-overlooked impact of taxes, the importance of a comprehensive income plan, and the risks associated with longevity. They highlight the need for a proactive approach to managing retirement income, ensuring that retirees are not only prepared for the expected but also for the unexpected challenges that may arise. The discussion also covers the differences between CPAs and financial advisors, the significance of protecting retirement income, and the necessity of regular reviews to adapt to changing circumstances.

Reach Logan and Don at 480-579-3954.

Sun Valley Wealth

www.sunvalleywealth.com

 

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