Logan Marcus explores the state of financial wellness as Americans face inflation, market volatility, and rising stress. She shares insights on budgeting through the “go-go, slow-go, and no-go” years of retirement, tax-efficient withdrawal strategies, and how to turn your savings into a dependable retirement paycheck.

Logan Marcus and Don Spini separate fact from fiction about investing, fiduciaries, and modern annuities. They explain how today’s products can protect principal, generate income, and grow tax-deferred—and why diversification, not one-size-fits-all advice, is the key to lasting retirement confidence.

With tax season winding down, Logan Marcus urges listeners to tidy up both their homes and their finances. She connects basketball “game plans” to disciplined money habits—reviewing spending, trimming debt, and keeping emotion out of investment decisions—to help listeners start fresh and stay focused.

Logan Marcus and Don Spini help listeners uncover “lost” accounts, build an emergency fund, and craft income plans that fit their own goals—not their neighbors’. They close with an honest discussion about couples’ money dynamics, from differing risk tolerance to “financial infidelity,” and how teamwork keeps retirement plans strong.

Logan Marcus talks through the first step toward real financial clarity—organizing your accounts, cleaning up old 401(k)s, and building a written budget you can actually follow. From shredding outdated paperwork to digitizing your essentials, she explains how financial “spring cleaning” brings order, confidence, and purpose back to your planning.

Logan Marcus dives into real-life celebrity financial missteps — from Billy Joel and Steve McNair to James Gandolfini — to uncover lessons in estate planning, fiduciary responsibility, and financial literacy. She shares how everyday families can avoid similar pitfalls by building the right team of advisors and putting estate documents, trusts, and long-term-care plans in place.

In this candid discussion, Logan Marcus breaks down what “financial infidelity” really means and how differing money habits can strain relationships. From spending vs. saving to risk tolerance and debt attitudes, she explains how couples can bridge the gap through communication, shared planning, and realistic budgeting.

Logan Marcus and Don Spini explore how retirement plans must evolve as life does. They highlight how inflation, career shifts, and changing family needs affect timelines and income goals — and share steps to realign your strategy so you can stay financially confident through each season of life.

Logan Marcus discusses the importance of stress-testing your retirement plan against life’s surprises — from health events to market downturns. She explains how to identify financial blind spots, manage debt strategically, and keep a resilient mindset so that your plan works even when life throws curveballs.

Logan Marcus and Don Spini dive into practical strategies for managing taxes, withdrawals, and lifestyle surprises in retirement. They cover Roth timing, required-minimum distributions, tax-harvesting, emergency funds, “boomerang” kids, and caring for aging parents—showing how a flexible plan keeps life’s changes from derailing retirement.