Financial Health Check & When to Fire Your Advisor

from Cover Your Assets with Logan and Don · host Sun Valley Wealth

Money stress can wreck your sleep, your mood, and your retirement if you let it. Logan breaks down what “financial health” actually is, why debt and no-plan living make everything feel heavier, and how to build calm, dependable income in retirement (including how her hybrid index strategy fits). Then she gets real about awkward advisor breakups — the red flags to watch for, how to get a clean second opinion, and why loyalty should never cost you your future.

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How long is this episode of Cover Your Assets with Logan and Don?

This episode is 53 minutes long.

When was this Cover Your Assets with Logan and Don episode published?

This episode was published on July 19, 2024.

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