Cover Your Assets Podcast Por Logan Marcus arte de portada

Cover Your Assets

Cover Your Assets

De: Logan Marcus
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Logan Marcus and Don Spini deliver essential concepts you need to know about retirement and income planning in a fast paced format. Each week, we reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

For more information or to get your own questions answered. Call 480-579-3954.
Episodios
  • New Investment Opportunities for Retirement

    New Investment Opportunities for Retirement
    Aug 15 2025

    Logan Marcus and Don Spini discuss various new investment options for retirement, including thematic ETFs and RILAs (Registered Index Linked Annuities). They emphasize the importance of diversification, understanding annuities, and the role of income planning in retirement. The conversation also covers strategies for managing required minimum distributions (RMDs), the benefits of Roth conversions, and the financial implications of downsizing. Throughout the discussion, they highlight the need for regular reviews and adjustments to retirement plans to ensure financial security and peace of mind.

    Reach Logan and Don at 480-579-3954.

    Sun Valley Wealth

    www.sunvalleywealth.com

    See omnystudio.com/listener for privacy information.
    Más Menos
    48 m
  • Unlocking Tax-Free Income Strategies for Retirement

    Unlocking Tax-Free Income Strategies for Retirement
    Aug 8 2025

    In this episode, Logan Marcus and Don Spini discuss essential strategies for retirement planning, focusing on tax-free income, health savings accounts, social security implications, and the role of annuities. They emphasize the importance of proactive tax strategies, adjusting plans for inflation, and the complexities of estate planning, especially for blended families. The conversation highlights the need for a comprehensive retirement income plan that adapts to changing circumstances and ensures financial security throughout retirement.

    Reach Logan and Don at 480-597-3954.

    Sun Valley Wealth

    www.sunvalleywealth.com

    See omnystudio.com/listener for privacy information.
    Más Menos
    48 m
  • The Financial Red Zone

    The Financial Red Zone
    Aug 2 2025

    In this conversation, Logan Marcus and Don Spini discuss the critical financial red zone, which encompasses the five to ten years leading up to retirement. They emphasize the importance of maximizing savings, understanding tax strategies, and creating a comprehensive retirement income plan. The discussion also covers real estate investment decisions, Roth conversions, and the significance of aligning estate planning with retirement goals. Throughout the conversation, they address listener questions and provide insights into effective retirement strategies, highlighting the need for regular adjustments to risk profiles and the importance of having a solid income plan.

    Reach Don and Logan at 480-579-3854.

    Sun Valley Wealth

    www.sunvalleywealth.com

    See omnystudio.com/listener for privacy information.
    Más Menos
    49 m
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