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April 18, 2025 52 mins

Logan and Don discuss the implications of tariffs on retirement planning, emphasizing the importance of understanding market volatility and investment strategies. They introduce the hybrid index strategy as a safe investment alternative that offers growth without market losses. They also delve into Roth conversions, tax strategies, and the fiduciary responsibilities of financial advisors.

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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