The Comfort Trap: The Danger of Paying Fees Without a Real Plan

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

Silence is not advice. A quiet fee is not real planning. Logan Marcus and Don Spini kick off the new year with a blunt reality check: too many retirees are paying for comfort instead of control. From lazy advising and missing income plans to sequence-of-returns risk, Roth tax time bombs, and unfunded estate documents, this episode dismantles the illusion that “nothing going wrong yet” means you are protected. If your retirement runs on hope, inertia, or unchecked assumptions, this is your wake-up call.

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This episode is 56 minutes long.

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This episode was published on January 2, 2026.

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