Sam, Andi, and Luke hold a discussion on how to be prepared for the “curveballs” retirement can throw at you.  They cover the big ones like healthcare and long term care costs, taxes, inflation, financial instability, and estate planning oversights.  They move into retirement rules of thumb.  Are some outdated?  Do some need to be adjusted?  Find out more in the podcast and see how the team “seeds” certain retirement strategies with a college basketball theme.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

www.duellstrategies.com

 

 

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