Cover Your Assets
Cover Your Assets
Playlist by Cover Your AssetsLogan 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 i…97 clip(s) in playlist
Value of a Retirement Professional
Logan and Don discuss the importance of working with a financial advisor, especially in retirement planning. They address common misconceptions about DIY financial management, the value of professional guidance, and the risks associated with relying on non-professional advice. The discussion emphas…
50:33
Asking the Right Retirement Questions
Logan and Don delve into essential retirement planning questions, addressing how much one needs to retire, the timing of Social Security benefits, pension options, and the importance of debt management. The hosts emphasize the need for a comprehensive retirement plan that includes budgeting for hea…
51:26
5 Essential Retirement Components
Logan Marcus and Don Spini discuss the essential components of a comprehensive retirement plan, emphasizing the importance of investment, tax, income, estate, and healthcare strategies. They provide insights into how to tailor these strategies to individual needs, address common misconceptions, and…
50:53
Addressing Those Retirement Concerns
Logan Marcus and Don Spini discuss the most pressing concerns regarding retirement planning, emphasizing the importance of having a solid financial strategy and the role of fiduciary advisors. They explore various investment strategies, including the hybrid index strategy, and answer listener quest…
50:47
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