When the market wobbles, people near retirement get nervous — for good reason. In this episode, Logan Marcus breaks down how to stay invested without panicking, why every dollar needs a job, and how to build an income plan that isn’t held hostage by Wall Street. Then she pivots to practical tax moves — IRAs, Roths, spousal IRAs, even conversions — that can lower your future tax bill. Finally, she answers listener questions on TSP withdrawals, CDs, long-term care, and when to take Social Security. It’s calm, tactical, and all about keeping your nest egg intact.

When Wall Street feels like a roller coaster, Logan Marcus steps up to the plate with a game plan that actually works. Using a baseball-style lineup — your advisor as catcher, your savings as pitcher, your emergency fund in center, and annuities as your designated hitter — she shows how to build income you can’t outlive, protect against inflation, and finally play offense and defense with your retirement money.

Logan Marcus reveals how to turn your 401(k)s, IRAs, and Social Security into a paycheck you can’t outlive — without gambling on the market. Learn how risk tolerance, rollovers, and smart allocation build income that actually shows up every month.

Thinking about pulling the plug but not sure if it’s smart or just senioritis? Logan and Don walk through the real retirement green lights — income you can’t outlive, an actual emergency fund, Medicare and long-term care lined up, and a plan for what you’ll do all day so you don’t boomerang back to work. Then they crack open The Richest Man in Babylon to show why 4,000-year-old money rules still work, and why today’s hybrid index strategies let you grow without riding every market drop.

Over 11,000 boomers a day are hitting 65 without the pensions their parents had — and the clock’s ticking. Logan exposes the “Peak 65” crisis and shows how to rebuild your retirement paycheck using hybrid index strategies, smart Social Security timing, and tax-free income buckets so you never run out of money (or peace of mind).

Logan and Don reveal how to build a modern retirement that actually works—one built on income, not guesswork. From mastering your checklist and creating your own pension to unlocking the power of 59½, they show how to retire smarter, safer, and with total confidence.

Money stress can wreck your sleep, your mood, and your retirement if you let it. Logan breaks down what “financial health” actually is, why debt and no-plan living make everything feel heavier, and how to build calm, dependable income in retirement (including how her hybrid index strategy fits). Then she gets real about awkward advisor breakups — the red flags to watch for, how to get a clean second opinion, and why loyalty should never cost you your future.

Inflation, taxes, health care gaps, market swings, and even your own brain can quietly wreck a good retirement if you don’t plan for them. Logan Marcus shows you how to build steady income, budget for living longer, and avoid common behavioral mistakes so your plan actually works in real life.

Logan Marcus reveals why retirement should never be left to chance. Learn how to map out your lifestyle, income, and taxes—and avoid the traps that drain your nest egg, from panic-selling in volatile markets to underestimating longevity.

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.