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:
Retirement Wealth Preservation
Logan and Don talk about the critical aspects of wealth preservation and retirement planning. The hosts discuss the importance of having a comprehensive financial plan, understanding diversification, maintaining emergency funds, and implementing effective tax strategies. They also emphasize the sig…
50:37
The Hybrid Index Strategy
This conversation focuses on the essential steps for preparing for retirement, including understanding tax implications, navigating Medicare, maximizing Social Security benefits, and investment strategies. Logan and Don emphasize the importance of legacy planning and provide insights into listener…
50:37
Year End Strategies
Logan and Don discuss essential year-end financial planning strategies, focusing on retirement planning, estate planning, and the importance of updating beneficiary designations. They emphasize the need for proactive measures to ensure a smooth transition of assets and to minimize tax burdens. The …
50:49
All Aspects of Retirement
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 e…
50:23
4th Quarter Strategies
Logan discusses essential financial planning strategies as the year comes to a close. She emphasizes the importance of reviewing budgets, establishing emergency funds, managing debt, setting retirement goals, and understanding asset allocation. The discussion also highlights the significance of ha…
52:50
Avoid IRA Mistakes
In this conversation, Logan Marcus discusses various strategies for achieving tax-free income in retirement, including the use of Roth accounts, municipal bonds, and health savings accounts. She also addresses the implications of inheritances, the importance of understanding social security taxatio…
52:45
Listener Questions
Logan addresses a variety of listener questions regarding retirement planning. The discussion covers topics such as pension options, the importance of trusts, contributions to retirement accounts, managing 401k and IRA accounts, navigating social security benefits, exploring living benefits of life…
51:51
Best Retirement Strategies for You
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 a…
53:48
Retirement Do’s and Don’ts
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 …
53:57
The Philosophy of Retirement
Logan discusses the psychological phases of retirement, as described by author Riley Moynes. The four phases are: the vacation phase, the feeling lost phase, the trial and error phase, and the reinvent and rewire phase. Each phase has its own challenges and opportunities, and it is important to be …
52:24