The Hidden Tax Threat in Your Retirement

What this episode covers

Logan and Don reveal the silent killer of most retirements — taxes. They explain why ignoring tax strategy can cost more than housing and healthcare combined, and how smart Roth conversions and timing Social Security can save hundreds of thousands. This episode breaks down why CPAs look backward while real planning looks forward. The goal is simple: keep the IRS out of your retirement, once and for all.

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Frequently Asked Questions

How long is this episode of Cover Your Assets with Logan and Don?

This episode is 48 minutes long.

When was this Cover Your Assets with Logan and Don episode published?

This episode was published on September 5, 2025.

What is this episode about?

Logan and Don reveal the silent killer of most retirements — taxes. They explain why ignoring tax strategy can cost more than housing and healthcare combined, and how smart Roth conversions and timing Social Security can save hundreds of thousands....

Can I download this Cover Your Assets with Logan and Don episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.