EPISODE · Jun 28, 2024 · 53 MIN
Two Truths and a Lie About Retirement Planning
from Cover Your Assets with Logan and Don · host Sun Valley Wealth
In a playful but revealing episode, Logan Marcus tests common retirement myths—like “Medicare is free” and “apps can replace advisors”—and explains why human guidance still matters. She covers diversification versus asset allocation, recalibrating risk tolerance after life changes, and keeping your plan updated through open communication with your advisor.
What this episode covers
In a playful but revealing episode, Logan Marcus tests common retirement myths—like “Medicare is free” and “apps can replace advisors”—and explains why human guidance still matters. She covers diversification versus asset allocation, recalibrating risk tolerance after life changes, and keeping your plan updated through open communication with your advisor.
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Two Truths and a Lie About Retirement Planning
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