• The Right Financial Advisor for You

  • Mar 28 2025
  • Duración: 53 m
  • Podcast

The Right Financial Advisor for You

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  • Resumen

  • Logan and Don discuss the current volatility in the stock market, its psychological impact on investors, and the importance of having a solid retirement strategy. They emphasize the need for psychological conditioning to avoid panic selling during downturns and highlight the significance of diversification across different asset classes. The discussion also covers the intricacies of Roth 401k conversions and the rules surrounding inherited IRAs, providing listeners with valuable insights into effective financial planning.

    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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