Cover Your Assets
Cover Your Assets
Logan Marcus delivers 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 prese…Social links:
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Phased Retirement
The conversation explores the concept of semi-retirement and working part-time in retirement. Logan discusses the benefits of phased retirement, including easing the emotional transition and allowing for a trial run of retirement. The importance of creating an income plan for retirement is emphasiz…
49:13
Retirement Rules of Thumb
Logan Marcus discusses common retirement rules of thumb and how they may need to be adjusted in today's economic landscape. She covers topics such as the 60-40 stock bond rule, the magic retirement age of 65, the rule of 72, the rule of 100, and the 4% rule. She emphasizes the importance of person…
52:55
The New Retirement
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 hea…
53:50
Dangerous Retirement Assumptions
In this conversation, Logan Marcus discusses dangerous assumptions people make about retirement planning. She covers topics such as working past age 65, underestimating life expectancy, spending in retirement, and taxes on retirement dollars. The conversation also includes quotes from George Forema…
52:45
Challenging Economic Landscape
In this conversation, Logan Marcus discusses the dangers of DIY retirement planning and emphasizes the importance of working with a professional. She highlights the changing landscape of retirement and the need for a comprehensive plan that considers longer life expectancies and the absence of trad…
54:12
Financial Wellness
The conversation discusses concerns about financial wellness, including inflation, debt, and market volatility. It highlights the importance of financial literacy and the lack of financial skills in younger generations. The conversation also addresses regrets in retirement planning, such as not sav…
52:59
Misunderstandings of Retirement
Investing in retirement can be complicated, and as a result, people often misunderstand the subtleties. Logan aims to clear up some of those misunderstandings. The conversation covers topics such as retirement strategies, the importance of a fiduciary, building income in retirement, maximizing savi…
51:43
Financial Deep Clean
In this episode, Logan Marcus discusses the importance of financial spring cleaning and provides tips for organizing and optimizing your finances. She emphasizes the need to review spending, manage debt, build an emergency fund, and enjoy retirement. Logan also highlights the importance of organizi…
53:11
Critical Retirement Considerations
In this conversation, Logan Marcus discusses various aspects of retirement planning and financial management. She cover topics such as consolidating retirement accounts, creating a budget, cleaning up financial documents, building an emergency fund, reviewing insurance policies, planning for bucket…
53:03
Celebrity Financial Missteps
This conversation discusses celebrity financial mistakes and the importance of estate planning, financial literacy, tax planning, and working with a financial advisor. In this conversation, Logan Marcus discusses estate taxes and measures such as utilizing trusts to minimize tax liabilities. She a…
53:46