All Episodes
Cover Your Assets with Logan and Don — 143 episodes
The Biggest Retirement Mistakes Aren't Made in the Market
Managing Your Money Isn't the Same as Planning Your Future | 401(k)s, Income Planning, Estate Planning & Fiduciary Advice
Why Does Retirement Feel So Stressful?
If Your Retirement Plan Fits on a Cocktail Napkin, You Don't Have One: The Truth About the 4% Rule, RMD Traps & the Fiduciary Loophole
The Retirement Mistakes That Cost Families the Most: Inherited IRAs, Bad Advisors, Estate Planning, and Income Planning
A Million Dollars Is Not a Retirement Plan: Income, Advisors, and the Lies Wall Street Sold Retirees
Will Your Family Inherit Wealth or a Tax Problem? The Great Wealth Transfer, Retirement Confidence, & Market Panic Mistakes
Is Your Advisor Doing Their Job? Retirement Income, Tax and Estate Planning Mistakes to Avoid
Evict the IRS, Defuse the Tax Bomb, Build the Blueprint & Lock the Gates — Roth Conversions, Smart Income Planning & the Estate Plan Your Family Actually Needs
The Retirement Domino Effect: Forced Income, Rising Premiums, and Why AI Can't Stop the Fall
Why Sophisticated Investors Pay Taxes on Purpose — And Why the Most Important Retirement Planning Conversations Are Usually About Control, Not Returns
“You’re Fine” Is Not a Plan: Tax Traps, Longevity Risk, and the Retirement Answers Your Advisor Should Be Giving You
From Accounts to Outcomes: Structuring Income, Tax Strategy, and Estate Alignment So Retirement Actually Works
Your Money Has No Job: Why “Good Enough” Portfolios Still Fail in Retirement
Chasing Returns, Ignoring Taxes, and Hoping It Works: The Retirement Plan That Was Never Built
Title: Panic Sells. Logic Builds. Why Your Emotions, Your Cash, and Your Advisor May All Be Working Against You
Your Stress Is Not the Market—It Is Your Plan: IRMAA Surprises, Lazy Advisors, and Hidden Risk
Control Is Not What You Think: Advisory Structures, Mismanaged 401(k)s, and the Cost of a Disconnected Plan
The Hidden Cost of “Good Enough”: Fees, Fake Diversification, Lazy Advisors, and the Retirement Plan That Was Never Built
COLA Raise — Gone. Markets — Dropped. Your Advisor — Crickets. Sound Familiar?
You're Not Running Out of Money. You're Just Running It Wrong.
From Mutual Fund Myths to Roth Mastery: Stop Playing the Market, Start Owning It
Procrastination in Retirement: Your Biggest Risk and Most Expensive Mistake
The Inflation Tax, The Lazy Advisor, and the Five Questions That Could Change Your Retirement
The Retirement Mirage: Four Percent Rule Myths, Roth Misses, and Trusts That Protect Nothing
Retirement on Autopilot: IRS Time Bombs, Lazy Advisors, and Plans That Break Quietly
Retirement by Assumption: Fees, Roth Taxes, Income Risk, and Estate Failures
The Comfort Trap: The Danger of Paying Fees Without a Real Plan
The Safety Lie: Fees, Taxes, and the Retirement You Are Sleepwalking Into
The Illusion of Safety: Mutual Funds, Market Smoke, and Legacy Risk
Buy the Government Out Before It’s Too Late: Fire the IRS as Your Biggest Beneficiary and Avoid the High Cost of Doing Nothing
Walls, Time Bombs, and Lazy Advisors: The Wake-Up Call Your Retirement Needs
The IRS Time Bomb Inside Your Retirement Castle
The Retirement Plan Your Advisor Never Built
The Fiduciary Myth: What Most Advisors Get Wrong
The Wise Way: Roth Conversions That Can Actually Protect Your Retirement
Defuse the Tax Time Bomb Before It Blows Up Your Retirement
Stop Building Your Advisor’s Retirement and Start Building Your Own
The IRS Is Coming for Your 401(k)—Here’s How to Stop It
The Real Retirement Math: What You Keep Beats What You Earn
Your Advisor’s Job Isn’t to Sell You—It’s to Serve You
Estate Planning Made Simple: Protect Your Family, Not the Courts
Roth Conversions: Buying Out Your Silent Partner
The Silent Paycheck: Advisors Who Profit in the Dark
The Hidden Tax Threat in Your Retirement
RMD Strategies
Navigating Estate and Retirement Planning
New Investment Opportunities for Retirement
Unlocking Tax-Free Income Strategies for Retirement
The Financial Red Zone
Pay Taxes Once — Keep the Growth Forever
Turning Your Savings Into a Paycheck That Never Stop
Roth Conversions: The Do’s, Don’ts, and How to Get the IRS Out of Your Retirement
The Roth Revolution: Why Smart Retirees Are Converting Now
Retirement Math That Actually Adds Up
The Roth Conversion Reality Check
Stay Steady When the Market Gets Shaky
Unlocking Financial Freedom
Estate Planning for Real People, Not Just the Rich
Avoiding Retirement Pitfalls
Stop Letting the IRS Plan Your Retirement
Fiduciary or Salesperson? Know the Difference.
Income That Lasts Longer Than You Do
The 401(k) Wake-Up Call
Safety Meets Growth in Retirement
Finish the Wall: Turn a Trust into Real Protection
Roth Conversions: Beat the IRS Before It Beats You
Weathering Market Volatility Without Losing Your Mind
Lazy Money: The Hidden Cost of Doing Nothing
Gold Rush or Fool’s Gold?
Estate Planning & The World’s Worst Financial Advice
Annuities Uncovered: The Truth Behind the Hype
Build the Wall: Protect Your Estate Before It’s Too Late
The Social Security Showdown: Facts, Fears & Fixes
Rethink Real Estate: The Power of the 1031 Exchange
Are You with the Right Financial Advisor?
Disruptive Investing: Rethinking the Mutual Fund Mindset
Retirement Truths No One Talks About
Financial Resolutions That Actually Stick
The Five Building Blocks of a Strong Retirement
Why Working with a Fiduciary Pays Off
The Retirement Questions You Must Ask
Peak 65 and the Silver Tsunami
The Five Critical Components of a Retirement Plan
Social Security, RMDs, and Income Secrets — Your Questions Answered
Wills, Trusts, and Family Harmony — Protect What Matters Most
The Ultimate Retirement Checklist — Before It’s Too Late
Stop Overpaying the IRS — Year-End Tax Moves That Work
All Aspects of Retirement
The Year-End Money Makeover — Tune Up Before 2025 Hits
Money, Mindset, and Stress — Strengthen Your Financial Fitness
Lump Sums, Trusts, and Tax Traps — Answering Your Biggest Money Questions
Best Retirement Strategies for You
Retirement Do's and Don'ts
Retirement Has 4 Phases. Most People Get Stuck in #2.
Market Freak-Out? Here’s Your Retirement Survival Guide
Market Drops, Retirement Nerves, and What to Do About It
Volatile Markets, Rising Prices, and the Baseball Playbook for Retirement
Stop Guessing. Start Getting Paid in Retirement.
Am I Really Ready to Retire?” 5 Signals It’s Time (and 1 That Isn’t)
Peak 65 and Broke? Build Your Own Pension Before It’s Too Late
Retirement Reimagined: Your Checklist, DIY Pension & the 59½ Breakthrough
Financial Health Check & When to Fire Your Advisor
The Stuff Everyone Forgets in Retirement Planning
Design It, Don’t Drift: How to Retire with Purpose and Stay Retired
Two Truths and a Lie About Retirement Planning
Be Prepared for Life's Events in Retirement
Taxes, Timing, and the Hidden Cost of Withdrawals
Retirement Rules and Exceptions
Rules, Exceptions, and Retirement Reality — Understanding What Really Applies to You
Retirement - Perception vs Reality
Confusion, Control, and Confidence — Making Sense of What You Can and Can’t Control
Rethinking the Rules — Outdated Retirement Myths You Should Retire
The New Retirement
Words of Wisdom — Financial Lessons from Unexpected Sources
Why You Shouldn’t Go It Alone — The Case Against DIY Retirement Planning
Financial Wellness in an Uncertain Economy
Clearing Up Retirement Myths & The Truth About Annuities
Financial Spring Cleaning & March Madness Mindsets
Retirement Planning for Real Life — From Forgotten 401(k)s to Financial Compatibility
Declutter, Consolidate, and Take Control of Your Finances
Hollywood Money Mistakes and the Lessons They Teach
Love, Money, and Financial Compatibility
When Plans Change: Reassessing Retirement Goals Mid-Stream
Protecting Your Retirement from the Unexpected
Planning for the Expected—and the Unexpected
Financial Resolutions That Stick
The Psychology of Money — Habits That Shape Financial Success
Early Bird Gets the Retirement Worm
Happiness in Retirement
Mistakes To Avoid in Retirement
Tax Strategies for 50 and Older
Pre-Retirement Savings Tips
Continued Financial Education
Retirement Compromise Between Spouses
Retirement Savings-On Track?
Retirement: 5 Years Out
You've Reached Retirement! Now What?
Retirement: Why Some Want to Delay
Maintain Spending Power in High Inflation
Safe Withdrawal Rate
I'm Retired - Now What About My 401(k)
Common Retirement Questions