Rethinking the Rules — Outdated Retirement Myths You Should Retire

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

Logan Marcus dismantles classic “rules of thumb” that no longer fit today’s economy — from the 60/40 portfolio mix to the idea that 65 is the magic retirement age. She explains how inflation, longevity, and tax changes require more personalized strategies. The episode concludes with guidance on proactive versus reactive financial behavior: how to prepare for inflation, plan Roth conversions wisely, and build an adaptable plan that grows with you.

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This episode is 52 minutes long.

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This episode was published on April 26, 2024.

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