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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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 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
  • The Illusion of Safety: Mutual Funds, Market Smoke, and Legacy Risk

    The Illusion of Safety: Mutual Funds, Market Smoke, and Legacy Risk
    Dec 19 2025

    Logan and Don pull back the curtain on pooled mutual funds, exposing hidden fees, lack of control, and why “headline gains” often turn into fluff when you actually need income. Then they show how real planning—stress-testing your portfolio, building reliable income streams, and putting a simple, funded estate plan in place—creates a wall that protects both your lifestyle now and your family later.
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    56 mins
  • Buy the Government Out Before It’s Too Late: Fire the IRS as Your Biggest Beneficiary and Avoid the High Cost of Doing Nothing

    Buy the Government Out Before It’s Too Late: Fire the IRS as Your Biggest Beneficiary and Avoid the High Cost of Doing Nothing
    Dec 12 2025

    You spent decades building your retirement — but the IRS wants the biggest slice. Logan and Don reveal why most retirees unknowingly make the government their largest beneficiary and how measured Roth conversions let you buy them out while taxes are still on sale. They expose the brutal cost of doing nothing — missed tax windows, forced distributions, probate traps, and loyalty to advisors who collect fees but deliver no plan.
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    56 mins
  • Walls, Time Bombs, and Lazy Advisors: The Wake-Up Call Your Retirement Needs

    Walls, Time Bombs, and Lazy Advisors: The Wake-Up Call Your Retirement Needs
    Dec 5 2025

    A will is not enough, an unfunded trust is just paper, and an IRA without a strategy is a tax bomb waiting to go off. Logan and Don break down why families end up in probate, why “lazy advising” can cost retirees dearly, and why your advisor’s plan may be clearer than your own.
    If you want protection, clarity, and a real income plan—not guesswork—this episode shows you how to get inside the wall.
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    56 mins
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