EPISODE · Mar 8, 2024 · 56 MIN
Retirement Planning for Real Life — From Forgotten 401(k)s to Financial Compatibility
from Cover Your Assets with Logan and Don · host Sun Valley Wealth
Logan Marcus and Don Spini help listeners uncover “lost” accounts, build an emergency fund, and craft income plans that fit their own goals—not their neighbors’. They close with an honest discussion about couples’ money dynamics, from differing risk tolerance to “financial infidelity,” and how teamwork keeps retirement plans strong.
What this episode covers
Logan Marcus and Don Spini help listeners uncover “lost” accounts, build an emergency fund, and craft income plans that fit their own goals—not their neighbors’. They close with an honest discussion about couples’ money dynamics, from differing risk tolerance to “financial infidelity,” and how teamwork keeps retirement plans strong.
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Retirement Planning for Real Life — From Forgotten 401(k)s to Financial Compatibility
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