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…

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…

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…

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…

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…

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…

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…

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…

Achieving Spousal Retirement Compatibility

This conversation covers various aspects of retirement planning including the importance of a clear retirement plan, assessing retirement savings and income sources, strategies for income withdrawals and maximizing Social Security benefits, average retirement age and ongoing trends.  Logan covers s…

X’s and O’s of Retirement

Logan covers offensive and defensive strategies in the financial red zone, the importance of diversification, healthcare and long-term care considerations, the role of government policies and regulations, blind sides in retirement planning, building income in retirement, and the benefits of getting…