『Cover Your Assets with Logan and Don』のカバーアート

Cover Your Assets with Logan and Don

Cover Your Assets with Logan and Don

著者： Sun Valley Wealth
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 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.Sun Valley Wealth 個人ファイナンス 経済学
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  • The IRS Time Bomb Inside Your Retirement Castle

    The IRS Time Bomb Inside Your Retirement Castle
    2025/11/28

    You built your retirement like a castle — but if the drawbridge is down, the IRS is already inside and waiting to take a bite out of your savings. Logan and Don break down the tax time bomb, the power of Roth conversions, and how to seal your financial walls before rates rise.
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    56 分
  • The Retirement Plan Your Advisor Never Built

    The Retirement Plan Your Advisor Never Built
    2025/11/21

    Estate planning, taxes, hidden fees, and income planning collide in this episode as Logan and Don expose the blind spots that quietly drain retirements. Learn how to protect your family, your money, and your future with a plan that actually works.
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    56 分
  • The Fiduciary Myth: What Most Advisors Get Wrong

    The Fiduciary Myth: What Most Advisors Get Wrong
    2025/11/14

    Most people think they have a fiduciary—until Logan and Don expose the truth: salespeople posing as planners, disappearing advisors, hidden fees, and “pie chart” portfolios calling themselves a plan. This episode pulls back the curtain on what real fiduciary care looks like, why most advisors fall short, and how true planning can change your entire retirement future.

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    56 分
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