Cover Your Assets
Cover Your Assets
Playlist by Cover Your AssetsLogan Marcus and Don Spini deliver 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 …107 clip(s) in playlist
Understanding Retirement Myths and Realities
Logan and Don discuss common misconceptions about retirement, emphasizing that individuals can retire comfortably without a million dollars. They highlight the importance of customized retirement plans that address individual needs and concerns, particularly regarding longevity and income strategie…
52:51
The Importance of Estate Planning
Logan and Don discuss the critical aspects of estate planning, including the importance of having a comprehensive estate plan, the role of wills and powers of attorney, and the significance of healthcare directives. They also address common mistakes made by new investors and provide insights into r…
52:43
Debunking Annuity Myths
Logan and Don discuss the misconceptions surrounding annuities, their role in retirement planning, and how to choose the right financial advisor. They emphasize the importance of understanding annuities as a potential income source and the need for personalized financial advice. The discussion high…
53:06
Estate Planning Essentials
Logan and Don discuss the importance of estate planning, the role of trusts, and how to build a protective financial wall around one's assets. They emphasize that everyone has an estate and needs a plan, regardless of wealth. The discussion also covers the significance of funding trusts, addressing…
52:57
The Moving Parts of Retirement
Logan and Don from Sun Valley Wealth discuss the current state of Social Security, the importance of proactive retirement planning, and answer listener questions about retirement concerns. They emphasize the need for a comprehensive income plan to ensure financial stability in retirement and share …
50:30
Facing the Fear of Retirement
Logan and Don discuss the fears surrounding retirement, particularly the fear of running out of money. They emphasize the importance of having a comprehensive retirement plan and the role of a full-service advisory firm in building a solid financial strategy. The discussion also covers the signific…
49:14
Are You with the Right Financial Advisor?
Logan and Don point out the essential qualities to look for in a financial advisor, including personalization, transparency, and the importance of understanding fees. They emphasize the need for a tailored approach to retirement planning, addressing common concerns such as the fear of running out o…
50:53
Understanding Disruptive Investing
Logan discusses the concept of disruptive investing and its implications for retirement planning. She highlights the limitations of traditional mutual funds and emphasizes the importance of understanding investment strategies. The discussion also covers the role of chartered financial analysts in …
50:20
Quell the Retirement Fears
Logan and Don discuss the prevalent fears surrounding retirement, particularly the fear of running out of money. They emphasize the importance of having a solid income plan and working with fiduciary advisors who prioritize clients' best interests. The discussion includes various strategies for ens…
51:00
Financial Resolutions in 2025
Logan and Don discuss the rising trend of financial resolutions among Americans, emphasizing the importance of accountability and specific goal-setting. They explore common financial goals such as saving more, paying down debt, and preparing for retirement. The discussion also highlights the emotio…
50:55