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
  • Forward Looking Tax Strategies

    Forward Looking Tax Strategies
    Jul 25 2025

    Logan Marcus and Don Spini discuss the intricacies of Roth conversions and their strategic importance in retirement planning. They emphasize the need for a well-thought-out approach to managing taxes and withdrawals from retirement accounts, particularly in light of changing tax laws and personal financial situations. The conversation also highlights the significance of estate planning, not just for wealthier individuals, but for anyone with assets to protect. The hosts offer insights into maximizing 401k potential and ensuring that retirement accounts serve as tools for family legacy and financial security.

    Reach Logan and Don at 480-579-3954.

    Sun Valley Wealth

    www.sunvalleywealth.com

    See omnystudio.com/listener for privacy information.
    Más Menos
    49 m
  • Transforming Savings into Income

    Transforming Savings into Income
    Jul 18 2025

    In this episode, Logan Marcus discusses the critical aspects of retirement planning, focusing on transforming savings into a reliable income stream. She emphasizes the importance of having a tailored income plan that addresses various risks retirees face, such as longevity, market fluctuations, and healthcare costs. The conversation also covers strategies for Roth conversions, the benefits of Registered Index Linked Annuities (RILAs), and the significance of integrating income planning with estate planning to ensure a secure financial future.

    Reach Logan and Don at 480-579-3954.

    Sun Valley Wealth

    www.sunvalleywealth.com

    See omnystudio.com/listener for privacy information.
    Más Menos
    49 m
  • Unlocking the Secrets of Roth Conversions

    Unlocking the Secrets of Roth Conversions
    Jul 11 2025

    This conversation delves into the intricacies of Roth conversions, emphasizing their strategic importance in retirement planning. Logan and Don discuss the benefits of converting traditional retirement accounts to Roth IRAs, including tax-free growth and the absence of required minimum distributions. They highlight the significance of timing in making conversions, the potential pitfalls for certain income brackets, and the role of financial advisors in navigating these decisions. Additionally, the discussion touches on estate planning, debunking myths about its exclusivity to the wealthy and stressing the importance of having a plan in place to protect loved ones. The conversation concludes with insights on how to approach retirement planning holistically, ensuring financial independence and security for the future.

    Reach Logan and Don at 480-579-3954.

    Sun Valley Wealth

    www.sunvalleywealth.com

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