Cover Your Assets with Logan and Don

Most advisors sugar-coat it. Logan and Don tell you what really costs retirees their peace of mind—and how to fix it before it is too late. No fluff, no gimmicks—just the truth about protecting your wealth and your future.

Forget fad goals—this year, make your money work. Logan and Don share the secrets to financial discipline, accountability, and results that last beyond February. Start 2025 with clarity, confidence, and a roadmap to real financial freedom.

Retirement success is not luck—it is structure. Logan and Don expose the five pillars every retiree needs to protect wealth, crush taxes, and create lifetime income. Build the plan that turns stress into strategy and keeps the IRS out of your retirement.

DIY can be great—for home projects, not your future. Find out why working with a fiduciary can save you from costly mistakes and help you retire with confidence. Logan and Don explain how objective, disciplined planning can protect your money and your peace of mind.

The biggest risk in retirement? Not asking the right questions. Logan and Don tackle the crucial ones—from Social Security timing to income, taxes, and mortgage decisions—to help you make smart, confident moves before it’s too late.

America just hit Peak 65—and retirement is getting crowded. Learn how to stand out, stay ready, and build a plan that thrives no matter what 2025 brings. From maximizing savings to locking in income and updating your estate plan, this episode shows how to stay ahead of the curve.

Your retirement plan is only as strong as its foundation. Logan and Don reveal the five pillars—investment, tax, income, estate, and healthcare—that keep your money working and your future secure. Discover how a complete plan can help you outsmart taxes, avoid mistakes, and finally retire with clarity.

Logan and Don take listener questions head-on, simplifying complex topics like benefit timing, withdrawals, and guaranteed income. Fast, clear, and no fluff—just the real answers retirees need.

Estate planning is not about money—it is about control, care, and legacy. Logan and Don unpack the documents every family needs and how to keep the courts, creditors, and conflict out of your estate.

Logan and Don walk through the essential must-do list before you retire: organize your accounts, reduce taxes, and create predictable income that lasts. A step-by-step reality check for anyone serious about financial freedom.

Logan and Don reveal overlooked year-end strategies that could save you thousands. From RMDs and charitable giving to smart tax-loss harvesting, learn how to make 2024 your lowest-tax year yet.

In this episode, Logan and Don discuss critical aspects of retirement planning, focusing on the timing of Social Security benefits, the importance of having a comprehensive income plan, and the necessity of estate planning. They highlight common regrets in retirement, such as underestimating life expectancy and failing to diversify investments. The conversation emphasizes the need for flexibility...

Before the calendar flips, Logan Marcus reveals the essential year-end checklist: tighten your budget, clean up debt, rebalance investments, and reset your financial goals. A 20-minute power session to make sure your money starts 2025 strong and stress-free.

Your wallet and your well-being are more connected than you think. Logan Marcus shares how to escape “financial quicksand,” manage debt with purpose, and create steady income that brings peace of mind — because a stronger financial body means a stronger you.

It’s listener Q&A day! Logan Marcus breaks down the smart way to handle lump-sum payouts, protect assets with living trusts, and dodge costly rollover mistakes. Fast-paced, practical, and packed with strategies to keep more of your money out of the IRS’s reach.

Logan talks about essential strategies for retirement planning, emphasizing the importance of diversification, asset allocation, and the role of a fiduciary advisor.  She highlights the significance of cash reserves, income generation, and proactive tax strategies while addressing common concerns about market volatility. The discussion also includes listener questions, providing insights into real...

Logan discusses the do's and don'ts of retirement planning. She emphasizes the importance of knowing how much income you'll need from your investments and when you'll need it. She also warned to be leery of advice from those who are not financial professionals. Other do's include preparing for the unexpected, keeping your plan on track, and being aware of inflation. The conversation also covers th...

Logan rips through the real 4 phases of retirement, shows why people slide from “this is awesome” to “what now?” and how to claw your way into the meaningful stage. Then she raids the Greeks and Romans for money rules that still work, and finishes with the stuff high school never taught you — compounding, taxes, loans, emergency cash — so you don’t blow 30 years of retirement on bad habits.

If market swings make you sweat, you are not alone — but you can outsmart the chaos. Logan Marcus breaks down how to stay steady when Wall Street spins, how to create income that pays you no matter what, and why every dollar in retirement needs a job. Fear is temporary. Your plan should not be.

When the market wobbles, people near retirement get nervous — for good reason. In this episode, Logan Marcus breaks down how to stay invested without panicking, why every dollar needs a job, and how to build an income plan that isn’t held hostage by Wall Street. Then she pivots to practical tax moves — IRAs, Roths, spousal IRAs, even conversions — that can lower your future tax bill. Finally, she...

When Wall Street feels like a roller coaster, Logan Marcus steps up to the plate with a game plan that actually works. Using a baseball-style lineup — your advisor as catcher, your savings as pitcher, your emergency fund in center, and annuities as your designated hitter — she shows how to build income you can’t outlive, protect against inflation, and finally play offense and defense with your ret...

Logan Marcus reveals how to turn your 401(k)s, IRAs, and Social Security into a paycheck you can’t outlive — without gambling on the market. Learn how risk tolerance, rollovers, and smart allocation build income that actually shows up every month.

Thinking about pulling the plug but not sure if it’s smart or just senioritis? Logan and Don walk through the real retirement green lights — income you can’t outlive, an actual emergency fund, Medicare and long-term care lined up, and a plan for what you’ll do all day so you don’t boomerang back to work. Then they crack open The Richest Man in Babylon to show why 4,000-year-old money rules still w...

Over 11,000 boomers a day are hitting 65 without the pensions their parents had — and the clock’s ticking. Logan exposes the “Peak 65” crisis and shows how to rebuild your retirement paycheck using hybrid index strategies, smart Social Security timing, and tax-free income buckets so you never run out of money (or peace of mind).

Logan and Don reveal how to build a modern retirement that actually works—one built on income, not guesswork. From mastering your checklist and creating your own pension to unlocking the power of 59½, they show how to retire smarter, safer, and with total confidence.