Logan and Don discuss the importance of estate planning, the role of trusts, and how to build a protective financial wall around one's assets. They emphasize that everyone has an estate and needs a plan, regardless of wealth. The discussion also covers the significance of funding trusts, addressing listener questions about retirement strategies, market concerns, and the importance of having a reliable financial advisor.  Logan and Don also offer insights on diversification and asset allocation for a secure financial future.

Reach Logan and Don at 480-579-3954.

Sun Valley Wealth

www.sunvalleywealth.com

 

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