Logan discusses the concept of disruptive investing and its implications for retirement planning.  She highlights the limitations of traditional mutual funds and emphasizes the importance of understanding investment strategies. The discussion also covers the role of chartered financial analysts in portfolio management, the potential benefits and drawbacks of gold IRAs, and the significance of working with fiduciaries in retirement planning.

Reach Logan and Don at 480-579-3954.

Sun Valley Wealth

www.sunvalleywealth.com

 

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