Why You Shouldn’t Go It Alone — The Case Against DIY Retirement Planning

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

Logan Marcus explains why retirement is one place where “do it yourself” can cost more than it saves. She outlines how professional fiduciary planning helps you identify blind spots, manage risk, and build flexibility into your strategy. From long-term-care awareness to recalibrating Social Security and asset allocation, Logan shows listeners what a first consultation really looks like — and why it is never too late to create a customized, resilient plan.

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This episode is 54 minutes long.

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This episode was published on April 5, 2024.

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