Your Retirement With Sam Duell

Sam, Andi, and Luke explain what should be considered in formulating your retirement plan including knowing your vision, your day-to-day expenses, reviewing your assets, your risk, and your potential tax liability.  The conversation then moves to options available with your old 401(k) and mistakes to avoid helping to make sure you don’t run out of money in retirement.

You can reach Duell Financial Strategies by calling 866-203-7486.

Duell Financial Strategies

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Luke covers the topic everybody’s talking about and that’s inflation.  He talks about the need to have a growth aspect in your retirement plan, planning for healthcare costs, and even touches on TIPS and I-bonds.  He then moves into some frequently asked questions on cryptocurrency and discusses whether or not it should be included in your retirement and by how much.  He closes by going through the different phases of retirement to pre-retirement planning, the big day, the honeymoon phase, and creating your new retirement identity.

You can reach Duell Financial Strategies by calling 866-203-7486.

Duell Financial Strategies

See omnystudio.com/listener for privacy information.

Sam, Andi, and Luke go over what should be considered when nearing retirement such as taking advantage of catch-up contributions, looking at your investment strategies, and making decisions about your Social Security.  The discussion then moves into fortifying your portfolio and your retirement plan during times of market volatility and five mistakes to steer clear of when considering your retirement plan.

You can reach Duell Financial Strategies by calling 866-203-7486.

Duell Financial Strategies

See omnystudio.com/listener for privacy information.

Sam and Luke break down the cumulative impact of federal and state taxes in retirement looking at Traditional IRAs and 401(k)s, Social Security, pension, annuities, and dividends.  They also provide an update on Secure Act 2.0 and the proposed provisions as they stand now as this legislation works its way through Congress. 

You can reach the team at 866-203-7486.

Duell Financial Strategies

See omnystudio.com/listener for privacy information.

Sam, Andi, and Luke outline three tax strategies to help you keep more of what you’ve saved over the years.  They then move into the challenges we face such as high inflation and market volatility and the moves to help you navigate to and through your retirement such as generating lifetime income, proactive health care and tax strategies, and proper estate planning.

You can reach the team at 866-203-7486.

Duell Financial Strategies

See omnystudio.com/listener for privacy information.

Sam, Andi, and Luke outline three tax strategies to help you keep more of what you’ve saved over the years.  They then move into the challenges we face such as high inflation and market volatility and the moves to help you navigate to and through your retirement such as generating lifetime income, proactive health care and tax strategies, and proper estate planning.

You can reach the team by calling 866-203-7486.

Duell Financial Strategies

See omnystudio.com/listener for privacy information.

As we’re seeing high inflation, how should you factor that in your retirement plan?  Sam, Andi, and Luke explore the effects of inflation in your strategies and good moves to consider.  They also discuss the psychological effect of transitioning from the accumulation phase of your life to one of decumulation and then talk about what they consider when meeting clients for their periodic portfolio review.

You can reach the team at Duell Financial Strategies by calling 866-203-7486.

Duell Financial Strategies

See omnystudio.com/listener for privacy information.

Taxes follow you into retirement.  How do you make sure you pay only your fair share?  Sam and Luke address many things to consider regarding taxes in retirement such as lost tax deductions, income strategies, Social Security tax rules, and components that are and are not subject to taxation.  They stay on the tax theme with looking at the proactive strategy of utilizing the Roth IRA and then cover risks in retirement from longevity to health care and sequence of returns risk.

You can reach the team by calling 866-203-7486.

Duell Financial Strategies

See omnystudio.com/listener for privacy information.

Does cryptocurrency belong in your retirement portfolio.  Sam, Andi, and Luke take a close look at crypto and if or how to include it in your plan.  They cover retirement planning strategies for those who started a little late and stress that retirement planning of today is different from that of our parents’ generation.

You can reach the team by callling 866-203-7486.

Duell Financial Strategies

See omnystudio.com/listener for privacy information.

Knowledge is power and Sam, Andi, and Luke examine some things that retirees and pre-retirees don’t know that they don’t know.  Three areas of insufficient knowledge are how much growth is needed to factor inflation, how much income Social Security will provide, and how much to safely withdraw.  They also go over some tax benefits for those 50 and older and warn of expenses that could put a dent in your retirement savings.

You can reach the team at Duell Financial Strategies by calling 866-203-7486.

Duell Financial Strategies

See omnystudio.com/listener for privacy information.