In this conversation, Logan and Don discuss essential retirement strategies for individuals over 50, emphasizing the importance of reassessing risk, maximizing contributions, and understanding the balance between active and passive investing. They highlight the significance of creating a reliable income plan, utilizing catch-up contributions, and considering tax strategies like Roth conversions. The discussion also touches on the emotional aspects of investing and the need for a disciplined approach to achieve long-term financial goals.

Reach Logan and Don at 480-579-3954.

Sun Valley Wealth

www.sunvalleywealth.com

See omnystudio.com/listener for privacy information.

Logan Marcus and Don Spini discuss the inevitability of financial mistakes and how to recover from them. They emphasize the importance of reframing mistakes as learning opportunities, the dangers of compounding regret, and strategies for financial resets. The discussion also covers building reliable income streams in retirement, the limitations of the traditional 4% withdrawal rule, and the necessity of estate planning for everyone. Logan and Don encourage listeners to take proactive steps in their financial planning and seek professional guidance.

Reach Logan and Don at 480-579-3954.

Sun Valley Wealth

www.sunvalleywealth.com

See omnystudio.com/listener for privacy information.

Logan and Don discuss the importance of navigating market volatility as one approaches retirement. They emphasize the need for regular reviews of asset allocation, the significance of generating sustainable income, and the role of cash reserves. The discussion also covers the emotional aspects of investing, the complexities of Social Security benefits, and the necessity of comprehensive retirement planning. Logan and Don clarify misconceptions about estate planning, highlighting its importance for individuals at all financial levels.

Reach Logan and Don at 480-579-3954.

Sun Valley Wealth

www.sunvalleywealth.com

See omnystudio.com/listener for privacy information.

Logan and Don discuss the fundamentals of investing, emphasizing the importance of starting early and understanding the risks associated with different investment vehicles. They explore concepts such as financial freedom, market timing, hybrid index strategies, diversification, and the roles of stocks, bonds, ETFs, and real estate in a well-rounded investment portfolio. The discussion highlights the need for a sustainable financial plan that can withstand market fluctuations and support long-term goals.

Reach Logan and Don at 480-579-3954.

Sun Valley Wealth

www.sunvalleywealth.com

See omnystudio.com/listener for privacy information.

Logan Marcus and Don Spini discuss common mistakes in retirement planning, emphasizing the importance of avoiding market timing, understanding the risks of keeping cash, and the necessity of proper diversification. They also delve into the implications of the SECURE Act on inherited IRAs and the benefits of Roth conversions. The discussion highlights the need for strategic planning and professional guidance to navigate the complexities of retirement.

Reach Logan and Don at 480-579-3954.

Sun Valley Wealth

www.sunvalleywealth.com

See omnystudio.com/listener for privacy information.

Logan and Don reveal common retirement planning missteps that baby boomers often make, emphasizing the importance of strategic IRA withdrawals, comprehensive tax strategies, and the need for income-generating assets. They highlight the significance of understanding longevity risk and the necessity of having a solid income plan to navigate market fluctuations. The discussion also covers Social Security benefits, housing market strategies, and the value of professional financial reviews to ensure a secure retirement.

Reach Logan and Don at 480-579-3954.

Sun Valley Wealth

www.sunvalleywealth.com

See omnystudio.com/listener for privacy information.

Logan and Don remind of common retirement mistakes to avoid such as improper timing of withdrawals, overlooking tax strategies, playing it too safe, and underestimated longevity risk. They also define their hybrid index strategy in building dependable income in retirement.

Reach Logan and Don at 480-579-3954.

Sun Valley Wealth

www.sunvalleywealth.com

See omnystudio.com/listener for privacy information.

Logan and Don explain the strategic approach to withdrawal in retirement. They also explain how they search for dangerous “red flags” when meeting with someone about their retirement. These could include a lack of real downside protection and proper diversification.

Reach Logan and Don at 480-579-3954.

Sun Valley Wealth

www.sunvalleywealth.com

See omnystudio.com/listener for privacy information.