Logan is joined by Sun Valley Wealth President Don Spini. Logan and Don discuss the important considerations for building a modern, holistic, and personalized retirement plan. They cover topics such as determining what is enough for retirement, locating and moving 401(k) accounts, deciding when to take Social Security, investing in health savings accounts, considering Roth conversions, creating a budget or spending plan, and building a personal pension. They emphasize the importance of income planning and stress the need to solve for income in retirement. They also highlight the hybrid index strategy as a tool for creating a personal pension and discuss the importance of tax efficiency and estate planning.

Reach Logan at 800-874-8380.

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Financial health is closely correlated with physical and mental well-being. Finances are 90% behavioral and 10% rational, and the goal is to shift that balance. Logan discusses how money is emotional and can impact mental and physical health. Many Americans experience anxiety and stress related to personal finances, which can be debilitating. It is important to have a financial plan and address debt to ensure financial health. Annuities can be a tool to build stable income in retirement and provide a source of passive income. The comprehensive review process involves gathering information, creating a customized plan, and providing education and guidance. In this conversation, Logan Marcus discusses the importance of getting a second opinion on your financial plan and the red flags to watch out for when working with a financial advisor.

Reach Logan at 800-874-8380.

See omnystudio.com/listener for privacy information.

Logan Marcus discusses various topics related to personal finance and retirement planning. She covers subjects such as leaving an inheritance for financially irresponsible adult children, investing in stocks and bonds before retirement, and strategies for managing retirement income.

Reach Logan at 800-874-8380.

See omnystudio.com/listener for privacy information.