HeyJaredCover Your Assets with Logan and Don
Logan Marcus and Don Spini deliver essential concepts you need to know about retirement and income planning in a fast paced format.
- Indexed episodes, last 90 days
- 9
- Latest publication
- Sep 4, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 3, 2026
Latest episodes
You Can’t Pay the Bills With an Account Statement — So Where Will Your Retirement Income Come From? (opens the original)
Read excerpt
A million dollars on a statement may look like a retirement plan — until you need it to pay the mortgage, buy groceries and fund your life for the next 30 or 40 years. You can’t take an account statement to the grocery store. You need income. So when the paycheck from work stops, where exactly will your retirement paycheck come from? Which accounts will produce it? What happens when the market drops? And do you actually have a strategy — or are you hoping the numbers work out? This week on Cover
Who is Actually Managing Your Retirement? Why Your Financial Team Needs to Work Together (opens the original)
Read excerpt
You have an advisor. A CPA. A 401(k). Maybe an estate plan. But is anyone actually connecting the dots? This week on Cover Your Assets , Logan Marcus and Don Spini expose the costly gaps that can happen when your financial professionals work in silos — and why a collection of accounts isn’t the same thing as a retirement plan. Plus: the little-known 401(k) option that may give you access to professional management while you're still working, how to build a paycheck designed to last through retir
What Are You Really Paying Your Advisor For? Income, Taxes, Estate Planning & the Advice Your Retirement Deserves (opens the original)
Read excerpt
You pay the advisory fee year after year—but what are you actually getting for it? This week on Cover Your Assets, Logan Marcus and Don Spini challenge listeners to look beyond investment performance and ask whether their advisor is actually delivering the planning, communication, strategy, and support they’re paying for. They break down how to turn retirement savings into a reliable lifetime income plan, manage market and sequence-of-returns risk, and coordinate Social Security and withdrawals.
What If You Could Keep Your Employer Match...and Have Your 401(k) Professionally Managed? (opens the original)
Read excerpt
What if one of the biggest opportunities in your retirement plan has been there all along? Most people assume they have to choose from the limited investment options offered inside their employer's 401(k) until they retire. But depending on your employer's plan, you may be able to continue contributing, keep your employer match, and have your 401(k) professionally managed—all without rolling your money out of the plan. In this week's episode of Cover Your Assets , Logan Marcus and Don Spini expl
Your Home, Your Money, Your Retirement: The Conversations Your Advisor Should Be Having (opens the original)
Read excerpt
Inflation isn't just changing what you pay at the grocery store—it's changing your retirement. This week on Cover Your Assets , Logan Marcus and Don Spini explore how skyrocketing home values, rising property taxes, and increasing housing costs are reshaping retirement planning for millions of Americans. They explain why your home, investments, taxes, and estate plan should never be managed in separate silos. You will also learn how RILAs can help balance growth potential with downside protectio
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.