Logan and Don discuss common misconceptions about retirement, emphasizing that individuals can retire comfortably without a million dollars. They highlight the importance of customized retirement plans that address individual needs and concerns, particularly regarding longevity and income strategies. The discussion also includes practical advice for managing retirement funds and the significance of having a proactive advisor. Listener questions provide real-world context to the topics discussed, reinforcing the need for tailored financial strategies in retirement planning.

Reach Logan and Don at 480-579-3954.

Sun Valley Wealth

www.sunvalleywealth.com

 

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