Logan Marcus and Don Spini deliver essential concepts you need to know about retirement and income planning in a fast paced format. Each week, we reveal the latest developments in the financial world to keep you informed of change that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.
For more information or to get your own questions answered. Call 480-579-3954.
Location, Location, Allocation: Are You More Focused on Your Advisor's Address Than What They're Actually Doing?
Location, location, location. Great advice for real estate. But when it comes to your financial advisor, are you focused on the wrong address?
Does it really matter if your advisor is right down the street when the more important questions may be where your assets are held, how they're allocated, and whether they're working together toward your retirement goals?
Convenience is nice, but it doesn't necessarily equal competence.
This week on Cover Your Assets with Logan and Don, we're talking about why the quality of financial advice matters more than proximity, what your advisor should be doing to earn your business, and why loyalty without accountability can come at a cost.
We're also sharing some eye-opening takeaways from our Avoiding the Retirement Tax Trap seminar, including Roth conversions, required minimum distributions (RMDs), Medicare's IRMAA surcharges, Social Security strategies, and the potentially expensive consequences of doing nothing.
Plus, we tackle investment fees, asset location versus allocation, and the importance of building a coordinated retirement income and legacy plan.
Because it's not the distance to your advisor that matters most. It's the direction of your financial future.
23 Oct 2026
Your Money Has a Job to Do. Is Your Retirement Plan Up to the Task?
You spent decades working, saving, and building your nest egg. Now that retirement is on the horizon—or already here—is your money prepared to take over?
This week on Cover Your Assets with Logan and Don, we're talking about what happens when the paycheck stops but the financial decisions don't.
Why does market volatility leave so many retirees holding their breath? And how can assigning different jobs to your money—income, stability, and growth—help you navigate retirement with greater confidence?
Then there's the Medicare surprise nobody wants: financial decisions that can come back two years later as higher premiums. We break down IRMAA, the income decisions that can trigger it, and why timing matters.
We also dig into the financial advice industry, including fiduciary responsibilities, advisor compensation, and the decisions surrounding 401(k) rollovers. Are you getting objective guidance? Do you understand your options? And is anyone connecting your investments, taxes, and retirement income into one cohesive strategy?
Retirement shouldn't feel like a guessing game. Your money has work to do—and knowing what that work is can make all the difference.
16 Oct 2026
Retired and Answering to No One? The IRS Begs to Differ.
You spent decades saving for retirement, planning the lifestyle, and looking forward to finally calling your own shots. But retirement doesn't mean the IRS stops making the rules.
This week on Cover Your Assets with Logan and Don, we expose the tax surprises that can take a serious bite out of your retirement savings. From required minimum distributions (RMDs) and Roth conversion strategies to Social Security taxation and Medicare's IRMAA surcharges, we break down how seemingly small decisions can have expensive consequences.
We also tackle the often-overlooked widow's penalty, the tax burden inherited IRAs can create for your children, and why your financial advisor and CPA need to be working together—not operating in separate silos.
You planned for retirement. But has your advisor planned for the IRS? Because building wealth is only half the battle. Keeping more of it, protecting your spouse, and leaving a stronger legacy require a strategy that looks beyond your account balance.
Plus, join Logan and Don on October 24 for their complimentary event, Avoiding the Retirement Tax Trap, at the AC Hotel in Tempe. Two sessions: 8:30 AM and 10:30 AM. Reserve your seat at sunvalleywealth.com/register.
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