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Cover Your Assets with Logan and Don

Cover Your Assets with Logan and Don

By: Sun Valley Wealth
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About this listen

 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 Economics Personal Finance
Episodes
  • Hollywood Money Mistakes and the Lessons They Teach

    Hollywood Money Mistakes and the Lessons They Teach
    Nov 5 2025

    Logan Marcus dives into real-life celebrity financial missteps — from Billy Joel and Steve McNair to James Gandolfini — to uncover lessons in estate planning, fiduciary responsibility, and financial literacy. She shares how everyday families can avoid similar pitfalls by building the right team of advisors and putting estate documents, trusts, and long-term-care plans in place.
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    56 mins
  • Love, Money, and Financial Compatibility

    Love, Money, and Financial Compatibility
    Nov 5 2025

    In this candid discussion, Logan Marcus breaks down what “financial infidelity” really means and how differing money habits can strain relationships. From spending vs. saving to risk tolerance and debt attitudes, she explains how couples can bridge the gap through communication, shared planning, and realistic budgeting.
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    56 mins
  • When Plans Change: Reassessing Retirement Goals Mid-Stream

    When Plans Change: Reassessing Retirement Goals Mid-Stream
    Nov 5 2025

    Logan Marcus and Don Spini explore how retirement plans must evolve as life does. They highlight how inflation, career shifts, and changing family needs affect timelines and income goals — and share steps to realign your strategy so you can stay financially confident through each season of life.
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    56 mins
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