Cover Your Assets with Logan and Don

Money stress can wreck your sleep, your mood, and your retirement if you let it. Logan breaks down what “financial health” actually is, why debt and no-plan living make everything feel heavier, and how to build calm, dependable income in retirement (including how her hybrid index strategy fits). Then she gets real about awkward advisor breakups — the red flags to watch for, how to get a clean seco...

Inflation, taxes, health care gaps, market swings, and even your own brain can quietly wreck a good retirement if you don’t plan for them. Logan Marcus shows you how to build steady income, budget for living longer, and avoid common behavioral mistakes so your plan actually works in real life.

Logan Marcus reveals why retirement should never be left to chance. Learn how to map out your lifestyle, income, and taxes—and avoid the traps that drain your nest egg, from panic-selling in volatile markets to underestimating longevity.

In a playful but revealing episode, Logan Marcus tests common retirement myths—like “Medicare is free” and “apps can replace advisors”—and explains why human guidance still matters. She covers diversification versus asset allocation, recalibrating risk tolerance after life changes, and keeping your plan updated through open communication with your advisor.

The conversation covers a range of financial planning topics, including auditing beneficiaries, retirement savings, Social Security benefits, RMDs, health care costs, and various risks in retirement planning. Logan Marcus provides insights and advice on how to manage these aspects effectively. The conversation covers a range of life events and their financial implications, including retirement pla...

Logan Marcus explains how taxes can quietly erode retirement income if withdrawals and Social Security timing are not coordinated. She walks listeners through RMD rules, Roth strategy trade-offs, and how working with a fiduciary and tax professional can prevent costly surprises when drawing from retirement accounts.

Logan discusses the importance of seeking professional help when making decisions about Social Security and retirement planning.  She emphasizes the need to have a financial professional review your accounts and ensure that your money is working for you. She also highlights the rules and exceptions to rules when it comes to Social Security, 401(k) contributions, and required minimum distributions...

Logan Marcus outlines the ever-changing “rules of retirement,” from Social Security timing and 401(k) withdrawals to RMD updates and new catch-up provisions. She shows how each guideline carries exceptions — and even exceptions to those exceptions — and explains how a fiduciary team helps translate regulations into actionable strategies. Listeners learn when to claim benefits, how to avoid RMD pen...

Logan Marcus, attorney, partner, and chief investment officer at Sun Valley Advisory, discusses the retirement crisis and the future of Social Security. She emphasizes the importance of creating multiple streams of income in retirement and not relying solely on Social Security. Logan also addresses the fear-mongering around Social Security and encourages individuals to plan for their unique situat...

Logan Marcus reacts to a viral clip of Jared Bernstein, Chair of the U.S. Council of Economic Advisers, struggling to explain monetary policy — using it to highlight how even experts can appear uncertain about money. She breaks down Modern Monetary Theory in plain English, contrasts it with real-world financial planning, and reminds listeners that peace of mind comes from focusing on what is withi...

Logan Marcus dismantles classic “rules of thumb” that no longer fit today’s economy — from the 60/40 portfolio mix to the idea that 65 is the magic retirement age. She explains how inflation, longevity, and tax changes require more personalized strategies. The episode concludes with guidance on proactive versus reactive financial behavior: how to prepare for inflation, plan Roth conversions wisely...

Retirement planning has evolved over the past 20 years. Logan talks about how the 401(k) is a savings vehicle, not a retirement plan, and a comprehensive plan is necessary to determine how to use those funds in retirement. Increased longevity means more years to account for financial means, and healthcare costs can be a significant expense. Logan emphasizes the importance of having a retirement ph...

Logan Marcus draws inspiration from quotes by George Foreman, Chris Rock, and Jonathan Clements to illuminate timeless financial truths. She connects each insight to retirement readiness — from defining your income goals (“point A to point B”) to understanding that true wealth means having options. The conversation closes with practical advice on moderation, diversification, and keeping your money...

Logan Marcus explains why retirement is one place where “do it yourself” can cost more than it saves. She outlines how professional fiduciary planning helps you identify blind spots, manage risk, and build flexibility into your strategy. From long-term-care awareness to recalibrating Social Security and asset allocation, Logan shows listeners what a first consultation really looks like — and why i...

Logan Marcus explores the state of financial wellness as Americans face inflation, market volatility, and rising stress. She shares insights on budgeting through the “go-go, slow-go, and no-go” years of retirement, tax-efficient withdrawal strategies, and how to turn your savings into a dependable retirement paycheck.

Logan Marcus and Don Spini separate fact from fiction about investing, fiduciaries, and modern annuities. They explain how today’s products can protect principal, generate income, and grow tax-deferred—and why diversification, not one-size-fits-all advice, is the key to lasting retirement confidence.

With tax season winding down, Logan Marcus urges listeners to tidy up both their homes and their finances. She connects basketball “game plans” to disciplined money habits—reviewing spending, trimming debt, and keeping emotion out of investment decisions—to help listeners start fresh and stay focused.

Logan Marcus and Don Spini help listeners uncover “lost” accounts, build an emergency fund, and craft income plans that fit their own goals—not their neighbors’. They close with an honest discussion about couples’ money dynamics, from differing risk tolerance to “financial infidelity,” and how teamwork keeps retirement plans strong.

Logan Marcus talks through the first step toward real financial clarity—organizing your accounts, cleaning up old 401(k)s, and building a written budget you can actually follow. From shredding outdated paperwork to digitizing your essentials, she explains how financial “spring cleaning” brings order, confidence, and purpose back to your planning.

Logan Marcus dives into real-life celebrity financial missteps — from Billy Joel and Steve McNair to James Gandolfini — to uncover lessons in estate planning, fiduciary responsibility, and financial literacy. She shares how everyday families can avoid similar pitfalls by building the right team of advisors and putting estate documents, trusts, and long-term-care plans in place.

In this candid discussion, Logan Marcus breaks down what “financial infidelity” really means and how differing money habits can strain relationships. From spending vs. saving to risk tolerance and debt attitudes, she explains how couples can bridge the gap through communication, shared planning, and realistic budgeting.

Logan Marcus and Don Spini explore how retirement plans must evolve as life does. They highlight how inflation, career shifts, and changing family needs affect timelines and income goals — and share steps to realign your strategy so you can stay financially confident through each season of life.

Logan Marcus discusses the importance of stress-testing your retirement plan against life’s surprises — from health events to market downturns. She explains how to identify financial blind spots, manage debt strategically, and keep a resilient mindset so that your plan works even when life throws curveballs.

Logan Marcus and Don Spini dive into practical strategies for managing taxes, withdrawals, and lifestyle surprises in retirement. They cover Roth timing, required-minimum distributions, tax-harvesting, emergency funds, “boomerang” kids, and caring for aging parents—showing how a flexible plan keeps life’s changes from derailing retirement.

Logan Marcus and Don Spini explain why so many financial resolutions fail and how to design goals that truly last. Using the “breadcrumb” approach, they show how breaking big plans into smaller milestones builds confidence, clarity, and lasting motivation—turning good intentions into measurable results.