In this episode, Logan and Don discuss critical aspects of retirement planning, focusing on the timing of Social Security benefits, the importance of having a comprehensive income plan, and the necessity of estate planning. They highlight common regrets in retirement, such as underestimating life expectancy and failing to diversify investments. The conversation emphasizes the need for flexibility in retirement plans to adapt to changing circumstances and the importance of planning for long-term care.

Reach Don and Logan at 480-863-5363.

Sun Valley Wealth