Retirement by Assumption: Fees, Roth Taxes, Income Risk, and Estate Failures
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Retirement by Assumption: Fees, Roth Taxes, Income Risk, and Estate Failures
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Too many retirement plans run on assumptions that are never challenged. In this episode of Cover Your Assets, Logan Marcus and Don Spini expose how unchecked advisory fees, poorly timed Roth conversions, income strategies built on selling assets, and disconnected estate plans quietly create risk. They explain why taxes, income, and estate planning cannot live in silos—and why plans that look fine on paper often break down in real life. If your retirement strategy has never been stress-tested, this episode shows you what most people miss until it is too late.
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