Listen "Avoiding Retirement Pitfalls"
Episode Synopsis
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.
More episodes of the podcast Cover Your Assets
The Critical Retirement Income Plan
03/10/2025
Mastering Estate Planning for Retirement
26/09/2025
Unlocking the Power of Roth Conversions
19/09/2025
Critical Retirement Tax Planning
05/09/2025
RMD Strategies
29/08/2025
Navigating Estate and Retirement Planning
22/08/2025
New Investment Opportunities for Retirement
15/08/2025
The Financial Red Zone
02/08/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.