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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.

Episode metadata supplied by the publisher feed · Published Aug 30, 2024

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Market Drops, Retirement Nerves, and What to Do About It

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