EPISODE · Aug 30, 2024 · 53 MIN
Market Drops, Retirement Nerves, and What to Do About It
from Cover Your Assets with Logan and Don · host Sun Valley Wealth
When the market wobbles, people near retirement get nervous — for good reason. In this episode, Logan Marcus breaks down how to stay invested without panicking, why every dollar needs a job, and how to build an income plan that isn’t held hostage by Wall Street. Then she pivots to practical tax moves — IRAs, Roths, spousal IRAs, even conversions — that can lower your future tax bill. Finally, she answers listener questions on TSP withdrawals, CDs, long-term care, and when to take Social Security. It’s calm, tactical, and all about keeping your nest egg intact.
What this episode covers
When the market wobbles, people near retirement get nervous — for good reason. In this episode, Logan Marcus breaks down how to stay invested without panicking, why every dollar needs a job, and how to build an income plan that isn’t held hostage by Wall Street. Then she pivots to practical tax moves — IRAs, Roths, spousal IRAs, even conversions — that can lower your future tax bill. Finally, she answers listener questions on TSP withdrawals, CDs, long-term care, and when to take Social Security. It’s calm, tactical, and all about keeping your nest egg intact.
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Market Drops, Retirement Nerves, and What to Do About It
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