This conversation explores the critical financial decisions surrounding saving and investing, particularly as individuals approach retirement. The discussion emphasizes the importance of understanding the differences between saving and investing, the necessity of diversification in investment strategies, and the significance of planning for a financially secure retirement. Sam and Andi also delve into the concept of phased retirement, which allows individuals to gradually transition into retirement while maintaining income streams. Listener questions further highlight the need for personalized financial strategies tailored to individual circumstances.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

www.duellstrategies.com

 

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