In this conversation, Logan and Don discuss essential retirement strategies for individuals over 50, emphasizing the importance of reassessing risk, maximizing contributions, and understanding the balance between active and passive investing. They highlight the significance of creating a reliable income plan, utilizing catch-up contributions, and considering tax strategies like Roth conversions. The discussion also touches on the emotional aspects of investing and the need for a disciplined approach to achieve long-term financial goals.

Reach Logan and Don at 480-579-3954.

Sun Valley Wealth

www.sunvalleywealth.com

 

See omnystudio.com/listener for privacy information.