Cover Your Assets

The Moving Parts of Retirement


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Logan and Don from Sun Valley Wealth discuss the current state of Social Security, the importance of proactive retirement planning, and answer listener questions about retirement concerns. They emphasize the need for a comprehensive income plan to ensure financial stability in retirement and share a case study of a couple who discovered they could retire earlier than expected. The discussion also highlights common pitfalls that retirees face and the importance of seeking professional financial advice.

Reach Logan and Don at 480-579-3954.

Sun Valley Wealth

www.sunvalleywealth.com

 

See omnystudio.com/listener for privacy information.

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Cover Your AssetsBy Logan Marcus