Logan and Don discuss the fears surrounding retirement, particularly the fear of running out of money. They emphasize the importance of having a comprehensive retirement plan and the role of a full-service advisory firm in building a solid financial strategy. The discussion also covers the significance of understanding fees associated with financial advisory services, the implications of tax strategies like Roth conversions, and the considerations involved in real estate transactions such as 1031 exchanges and mortgage refinancing.

Reach Logan and Don at 480-579-3954.

Sun Valley Wealth

www.sunvalleywealth.com

 

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