Don discusses the complexities of retirement planning, emphasizing the importance of a comprehensive approach that includes proactive measures for health care, tax strategies, and understanding the implications of interest rate changes.  He explores the role of AI in financial planning, the benefits of the hybrid index strategy, and the necessity of anticipating unexpected expenses. The conversation also covers social security strategies and the significance of having a reliable income plan that lasts throughout retirement.

Reach Don at 800-463-4505.

Sun Valley Wealth

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