• Active vs Passive Investment Strategies

  • May 2 2025
  • Duración: 53 m
  • Podcast

Active vs Passive Investment Strategies

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  • Resumen

  • Logan and Don talk about the emotional aspects of managing money during market volatility, the importance of having a fiduciary advisor, and the differences between active and passive management strategies. They also address rising healthcare costs in retirement, long-term care planning, and how to maximize contributions to a Simple IRA. The discussion emphasizes the need for a comprehensive retirement plan that considers various financial aspects to ensure security and peace of mind. Logan and Don also discuss the importance of estate planning, the components necessary to protect one's estate, and the process of funding an estate plan.

    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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