Don Spini discusses the importance of early detection and management of financial matters in retirement planning. He points out the critical importance of this as is the case with physical health. The discussion centers around such topics as overlooking long-term risk, failing to review and update plans, and poor budgeting and overspending. Don emphasizes the need for regular meetings with a financial advisor and the creation of a comprehensive income plan. He also highlights the impact of hidden fees and costs on a comfortable retirement and the importance of tax strategies.

Reach Don at 800-463-4505.

Sun Valley Wealth