Cover Your Assets with Logan and Don

Logan 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 to keep you informed of change 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 480-579-3954.

Cover Your Assets with Logan and Don is a business podcast hosted by Sun Valley Wealth, with 151 episodes on record and a Required Pod Score of 80.

Sun Valley Wealth hosts Cover Your Assets with Logan and Don, a business show with 151 episodes published.

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  Cover Your Assets with Logan and Don

  Are You Managing Your Advisor? If So, What Service Are You Actually Paying For?

  Oct 2, 202656 min

  What are you actually getting for the advisory fee you pay? This week, Logan and Don look beyond portfolio performance and ask what a financial advisory relationship should really deliver. From proactive communication and retirement income planning to investment management, tax strategy, estate planning and coordination with your CPA and other professionals, your financial life should not operate in separate silos. If you are scheduling the meetings, spotting the problems, chasing the paperwork and making sure everyone communicates, are you getting comprehensive advice—or managing the relationship yourself? Plus, Logan and Don discuss the shift from accumulating wealth to creating retirement income, why having investments is not the same as having a retirement plan, and the importance of making sure your estate plan actually works with the rest of your financial life. Stop managing your advisor. Start expecting advice.

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  Cover Your Assets with Logan and Don

  What You Own Is Only Half the Story: Why Asset Location Matters for Taxes and Retirement

  Sep 25, 202656 min

  You may know what you own—but do you know why those investments are held in those particular accounts? This week on Cover Your Assets , Logan and Don break down the often-overlooked difference between asset allocation and asset location, and how where investments are held can affect taxable income, tax efficiency and what you ultimately get to keep. But that’s only part of the conversation. They tackle RMDs, Roth conversions and tax-loss harvesting, then shift from accumulating money to actually living on it: Where will your retirement paycheck come from? What happens when markets fall? And could being too afraid to spend become its own retirement risk? Logan and Don also ask a deceptively simple question: What is your advisor actually doing for the fee you pay every year? They discuss risk, hidden costs, Social Security, ongoing planning and why “nothing changed” should be an intentional decision—not evidence that nobody looked. And finally, they turn to estate planning, including the mistake that can undermine even a beautifully drafted trust: failing to properly fund it and coordinate your assets and beneficiaries with the plan. Because retirement planning isn’t one account, one investment or one decision. The pieces need to work together.

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  Cover Your Assets with Logan and Don

  Beyond the Balance: What You Keep, What You Spend, and What You Leave Behind

  Sep 18, 202656 min

  This week on Cover Your Assets , Logan and Don go beyond the account balance to talk about what a retirement plan should actually be doing for you. They start with advisor accountability: Is your advisor proactively revisiting your plan, taxes, beneficiaries and changing needs—or has the relationship quietly slipped onto autopilot? Then, they tackle the shift from accumulating money to creating a retirement paycheck, including Social Security, withdrawal strategies, market risk and why the same investment returns can produce very different outcomes once you begin taking income. Taxes are another major piece of the puzzle. Logan and Don discuss Roth conversions, RMDs, IRMAA and tax-sensitive planning, including why the years before required distributions begin may present planning opportunities—and why it’s important to run the numbers rather than simply default to doing nothing. Finally, they turn to estate and legacy planning and why a complete retirement plan should consider not only how you live on your money, but what happens to it—and the people you care about—when you’re gone. Because retirement planning isn’t just about what you’ve saved. It’s about your income, your taxes, your strategy and what comes next.

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  Cover Your Assets with Logan and Don

  When Markets Move, Emotions Follow: Is Your Retirement Plan Built to Keep You in Control?

  Sep 11, 202656 min

  Market volatility has a way of exposing weaknesses in a retirement plan. If every market drop leaves you anxious about your income, your future, or whether you can afford to stay retired, the problem may not be the market—or your emotions. It may be how your money is structured. This week on Cover Your Assets , Logan and Don look at what it really means to take control of your retirement. They break down how Roth conversions can help manage future taxes, why a properly structured estate plan protects more than just your assets, and how giving different parts of your portfolio different jobs can help keep short-term income needs from being dictated by long-term market swings. They also tackle one of the biggest reasons investors stay stuck with an advisor who may no longer be serving them: the fear that moving accounts will be complicated, stressful, or trigger unnecessary taxes. Logan and Don pull back the curtain on how transfers actually work—and why the harder question isn’t whether your money can move, but whether it’s currently positioned to support the retirement you want. Because markets will move. Tax laws will change. Life will change. A well-built retirement plan should be designed to help you stay in control through all of it.

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  Cover Your Assets with Logan and Don

  You Can’t Pay the Bills With an Account Statement — So Where Will Your Retirement Income Come From?

  Sep 4, 202656 min

  A million dollars on a statement may look like a retirement plan — until you need it to pay the mortgage, buy groceries and fund your life for the next 30 or 40 years. You can’t take an account statement to the grocery store. You need income. So when the paycheck from work stops, where exactly will your retirement paycheck come from? Which accounts will produce it? What happens when the market drops? And do you actually have a strategy — or are you hoping the numbers work out? This week on Cover Your Assets , Logan and Don break down the critical shift from accumulating money to turning those savings into reliable retirement income — and why those are two very different jobs. They also look at how taxes, Social Security, investments and estate planning need to work together, why the IRS may have a bigger claim on your retirement accounts than you realize, and how to tell whether your financial advisor is actually planning for your retirement or simply managing your investments. You worked hard to build the accounts. Now you need a plan for how they are going to pay you.

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