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May 23, 2025 53 mins

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.

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