Retirement Fees-Do You Know What You’re Paying?

Logan and Don discuss the frustrations many clients face with their investment advisors, particularly the lack of communication and transparency regarding fees and performance. They emphasize the importance of proactive financial management, regular reviews, and understanding the true costs associated with retirement planning. The discussion also highlights the emotional impact of market fluctuations and the need for clients to demand transparency and accountability from their advisors. They emphasize the need for active management of retirement funds and the significance of planning for beneficiaries.

Reach Logan and Don at 480-579-3954.

#250: say Sun Valley Wealth at the tone

Sun Valley Wealth

www.sunvalleywealth.com

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