Logan discusses the importance of seeking professional help when making decisions about Social Security and retirement planning. She emphasizes the need to have a financial professional review your accounts and ensure that your money is working for you. Logan also highlights the rules and exceptions to rules when it comes to Social Security, 401(k) contributions, and required minimum distributions (RMDs). The conversation concludes with an invitation for listeners to schedule a no-cost, no-obligation comprehensive review with Sun Valley Advisory.

Reach Logan at 800-874-8380.

Logan discusses the importance of seeking professional help when making decisions about Social Security and retirement planning. She emphasizes the need to have a financial professional review your accounts and ensure that your money is working for you. Logan also highlights the rules and exceptions to rules when it comes to Social Security, 401(k) contributions, and required minimum distributions (RMDs). The conversation concludes with an invitation for listeners to schedule a no-cost, no-obligation comprehensive review with Sun Valley Advisory.
Reach Logan at 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

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

Retirement Rules, Exceptions, and Exceptions to Exceptions

The conversation covers a range of financial planning topics, including auditing beneficiaries, retirement savings, Social Security benefits, RMDs, health care costs, and various risks in retirement planning. Logan Marcus provides insights and advice on how to manage these aspects effectively. The conversation covers a range of life events and their financial implications, including retirement planning, social security benefits, risk management, and the importance of working with a financial advisor.  Logan also addresses the need for a comprehensive review of financial plans and the impact of life changes on retirement strategies.

Reach Logan at 800-874-8380.

The conversation covers a range of financial planning topics, including auditing beneficiaries, retirement savings, Social Security benefits, RMDs, health care costs, and various risks in retirement planning. Logan Marcus provides insights and advice on how to manage these aspects effectively. The conversation covers a range of life events and their financial implications, including retirement planning, social security benefits, risk management, and the importance of working with a financial advisor.  Logan also addresses the need for a comprehensive review of financial plans and the impact of life changes on retirement strategies.
Reach Logan at 800-874-8380.

Be Prepared for Life’s Events in Retirement

Logan Marcus highlights some of the key ages in pre-retirement and retirement years to be aware of to avoid penalties and seize upon opportunities.  She provides insights and advice on navigating tax implications, Social Security benefits, and RMDs, as well as proactive strategies for retirement planning.  The conversation covers a range of retirement planning topics, including the importance of starting early, setting retirement goals, taking advantage of employer matches, staying in good health, consulting a financial advisor, and understanding Social Security benefits. 

Reach Logan Marcus at 800-874-8380.

Logan Marcus highlights some of the key ages in pre-retirement and retirement years to be aware of to avoid penalties and seize upon opportunities.  She provides insights and advice on navigating tax implications, Social Security benefits, and RMDs, as well as proactive strategies for retirement planning.  The conversation covers a range of retirement planning topics, including the importance of starting early, setting retirement goals, taking advantage of employer matches, staying in good health, consulting a financial advisor, and understanding Social Security benefits. 
Reach Logan Marcus at 800-874-8380.

Key Retirement Ages

Logan discusses the importance of seeking professional help when making decisions about Social Security and retirement planning.  She emphasizes the need to have a financial professional review your accounts and ensure that your money is working for you. She also highlights the rules and exceptions to rules when it comes to Social Security, 401(k) contributions, and required minimum distributions (RMDs). 

Reach Logan and Sun Valley Advisory at 800-874-8380.

Logan discusses the importance of seeking professional help when making decisions about Social Security and retirement planning.  She emphasizes the need to have a financial professional review your accounts and ensure that your money is working for you. She also highlights the rules and exceptions to rules when it comes to Social Security, 401(k) contributions, and required minimum distributions (RMDs). 
Reach Logan and Sun Valley Advisory at 800-874-8380.

Retirement Rules, Exceptions, and Exceptions to Exceptions

In 1 playlist(s)

Cover Your Assets

Social links

Follow podcast

Recent clips