• Financial Fitness

  • Jul 19 2024
  • Length: 53 mins
  • Podcast

Financial Fitness

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  • Summary

  • 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.
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