In this episode, Logan and Don discuss the implications of the 'Silver Tsunami' as more Americans reach retirement age. They emphasize the importance of proactive retirement planning, including maximizing employer-sponsored retirement plans, understanding estate planning, and estimating future lifestyle costs. The conversation also covers foundational income sources in retirement, the risks associated with longevity and healthcare costs, and common mistakes new investors make. 

Reach Logan and Don at 480-863-5363.

Sun Valley Wealth

www.sunvalleywealth.com

 

In this episode, Logan and Don discuss the implications of the 'Silver Tsunami' as more Americans reach retirement age. They emphasize the importance of proactive retirement planning, including maximizing employer-sponsored retirement plans, understanding estate planning, and estimating future lifestyle costs. The conversation also covers foundational income sources in retirement, the risks associated with longevity and healthcare costs, and common mistakes new investors make. 
Reach Logan and Don at 480-863-5363.
<a href="https://sunvalleywealth.com">Sun Valley Wealth</a>
<a href="https://www.sunvalleywealth.com">www.sunvalleywealth.com</a>
&nbsp;

Logan Marcus delivers essential concepts you need to know about retirement and income planning in a fast paced format. Each week, we reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

For more information or to get your own questions answered, call or text (800) 874-8380

Logan Marcus delivers essential concepts you need to know about retirement and income planning in a fast paced format. Each week, we reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.
For more information or to get your own questions answered, call or text (800) 874-8380

Advertisement