Sam, Andi, and Luke cover mistakes that humans make in financial planning and offer solutions to get back on track.  They also discuss strategies to consider in building critical retirement income streams in the conversation on Social Security, pensions, annuities, the four percent rule, and even considerations on health care costs.  They conclude with a strategy discussion on building a great retirement and then participate in a retirement Q&A.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

www.duellstrategies.com

 

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