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 saving enough or starting early enough. It emphasizes the need for spousal involvement in financial decisions and provides tips for avoiding regrets in retirement spending. Overall, the conversation aims to promote financial wellness and provide guidance for a carefree retirement.

Reach Logan at 800-874-8380.

Alpha Omega Wealth

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 saving enough or starting early enough. It emphasizes the need for spousal involvement in financial decisions and provides tips for avoiding regrets in retirement spending. Overall, the conversation aims to promote financial wellness and provide guidance for a carefree retirement.
Reach Logan at 800-874-8380.
<a href="https://alphaowealth.com">Alpha Omega Wealth</a>

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 preserve and grow their assets, increase their income, and reduce taxes.

For more information or to get your own questions answered, call or text (800) 874-8380

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 preserve and grow their assets, increase their income, and reduce taxes.
For more information or to get your own questions answered, call or text (800) 874-8380

Cover Your Assets

Financial Wellness

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 emphasized, as well as the need to consider expenses and budgeting. The conversation also touches on the impact of required minimum distributions and Medicare premiums on retirement expenses. It concludes by highlighting the importance of long-term planning and the ability to grow one's nest egg in retirement.

Reach Logan and the team at 800-874-8380.

Alpha Omega Wealth

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 emphasized, as well as the need to consider expenses and budgeting. The conversation also touches on the impact of required minimum distributions and Medicare premiums on retirement expenses. It concludes by highlighting the importance of long-term planning and the ability to grow one's nest egg in retirement.
Reach Logan and the team at 800-874-8380.
<a href="https://alphaowealth.com">Alpha Omega Wealth</a>

Phased Retirement

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 personalized retirement planning and the need to adapt these rules to individual circumstances. 

You can reach Logan at 800-874-8380.

Alpha Omega Wealth

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 personalized retirement planning and the need to adapt these rules to individual circumstances. 
You can reach Logan at 800-874-8380.
<a href="https://alphaowealth.com">Alpha Omega Wealth</a>

Retirement Rules of Thumb

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 philosophy and a customized plan that aligns with individual goals and risk tolerance. She advises against making rash decisions during market volatility and cautions against expecting a retirement plan to outperform the market. The conversation also addresses topics such as early 401k withdrawals, saving for retirement at a later age, and investing in precious metals.

Reach Logan at 800-874-8380.

Alpha Omega Wealth

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 philosophy and a customized plan that aligns with individual goals and risk tolerance. She advises against making rash decisions during market volatility and cautions against expecting a retirement plan to outperform the market. The conversation also addresses topics such as early 401k withdrawals, saving for retirement at a later age, and investing in precious metals.
Reach Logan at 800-874-8380.
<a href="https://alphaowealth.com">Alpha Omega Wealth</a>

Financial Wellness

Cover Your Assets

In 1 playlist(s)

Cover Your Assets

Social links

Follow podcast

Recent clips