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Cover Your Assets

Cover Your Assets

Auteur(s): Logan Marcus
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À propos de cet audio

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 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 480-579-3954.
Épisodes
  • The Critical Retirement Income Plan

    The Critical Retirement Income Plan
    Oct 3 2025

    Logan and Don talk about the frustration some people feel when they pay big fees but are not even sure what they’re getting in return. They counter with the transparency and availability of the team at Sun Valley Wealth. The conversation then moves to the importance of having a retirement income plan and identifying the gaps that need to be bridged. They also make listeners aware of the potential tax impact in retirement and discuss some proactive tax strategies.

    Reach Logan and Don at 480-579-3954.

    Sun Valley Wealth

    www.sunvalleywealth.com

    See omnystudio.com/listener for privacy information.
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    49 min
  • Mastering Estate Planning for Retirement

    Mastering Estate Planning for Retirement
    Sep 26 2025

    This conversation delves into the critical aspects of estate planning and retirement strategies, emphasizing the importance of understanding estate planning myths, the accessibility of services, and the impact of taxes on retirement income. Logan and Don discuss the significance of Roth conversions and proactive planning to minimize tax liabilities, ensuring that retirees can keep more of their hard-earned money. They also highlight the need for comprehensive financial reviews to assess current strategies and make necessary adjustments for a secure retirement.

    Reach Logan and Don at 480-579-3954.

    Sun Valley Wealth

    www.sunvalleywealth.com

    See omnystudio.com/listener for privacy information.
    Voir plus Voir moins
    49 min
  • Unlocking the Power of Roth Conversions

    Unlocking the Power of Roth Conversions
    Sep 19 2025

    Logan Marcus and Don Spini discuss the importance of Roth conversions in retirement planning. They explain how Roth conversions can provide tax-free growth and greater control over retirement income. The discussion emphasizes the need for strategic planning to minimize tax liabilities and maximize financial freedom. They also highlight the significance of having a comprehensive income plan that accounts for various factors such as taxes, market risks, and healthcare costs. The conversation concludes with a focus on the role of financial advisors in helping clients navigate these complexities and the benefits of creating a tailored income strategy for retirement.

    Reach Logan and Don at #250. At the prompt say "Sun Valley Wealth"

    Sun Valley Wealth

    www.sunvalleywealth.com

    See omnystudio.com/listener for privacy information.
    Voir plus Voir moins
    49 min
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