EPISODE · Jan 26, 2024 · 50 MIN
Planning for the Expected—and the Unexpected
from Cover Your Assets with Logan and Don · host Sun Valley Wealth
Logan Marcus and Don Spini dive into practical strategies for managing taxes, withdrawals, and lifestyle surprises in retirement. They cover Roth timing, required-minimum distributions, tax-harvesting, emergency funds, “boomerang” kids, and caring for aging parents—showing how a flexible plan keeps life’s changes from derailing retirement.
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Planning for the Expected—and the Unexpected
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This episode was published on January 26, 2024.
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