Logan and Don cover the critical importance of estate planning, debunking common myths surrounding it, and emphasizing that estate planning is essential for everyone, not just the wealthy.  Jon Floyd of Prospect Estate Planning joins in the estate planning conversation.  They explore the differences between wills and trusts, the necessity of updating estate plans, and the affordability of comprehensive estate planning services. The conversation also highlights the process of estate planning and offers special deals for listeners to encourage them to take action.  Logan and Don also discuss various aspects of retirement planning, focusing on income annuities, the hybrid index strategy, and the differences between traditional and Roth accounts.

Reach Logan and Don at 480-579-3954.

Sun Valley Wealth

www.sunvalleywealth.com

 

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