Logan and Don discuss the implications of tariffs on retirement planning, emphasizing the importance of understanding market volatility and investment strategies. They introduce the hybrid index strategy as a safe investment alternative that offers growth without market losses. They also delve into Roth conversions, tax strategies, and the fiduciary responsibilities of financial advisors.

Reach Logan and Don at 480-579-3954.

Sun Valley Wealth

www.sunvalleywealth.com

 

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