Your Retirement With Sam Duell

The distribution phase of retirement can be complicated.  Andi and Luke cover some retirement distribution strategies to consider.  They discuss some important things to consider while utilizing your 401(k) and good strategies with that and other retirement saving tools and options.  What are red flags you may be missing on your road to retirement?  Andi and Luke go over a list of those and offers some solutions that could help you get back on track.

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

Duell Financial Strategies

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There are many people who may want to give “well-intentioned” but questionable tips on retirement.  Sam, Andi, and Luke stress the importance of consulting a professional before making any decisions and they cover some commonly given questionable advice.  They also cover how retirement planning can be different for women and they highlight some retirement mistakes to avoid.

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

Duell Financial Strategies

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Rules of thumb are approximate methods for doing something and certainly may need to be tweaked to adapt to changing times and situations.  Sam, Andi, and Luke discuss some investment and retirement rules of thumb everyone should know.  They also break down retirement planning for couples and how each spouse may view retirement differently.   Then they cover much of what needs to be considered for retirement planning and how the strategies and line of thinking could be unique to that stage of your life.

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

Duell Financial Strategies

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Inflation, taxes, and investment challenges are three major threats that could impact your retirement.  Sam, Andi, and Luke offer suggestions of protection and proactive measures that can be implemented.  They also discuss planning long term for retirement to help alleviate the risk of longevity and explain why the help of a professional is so critical in today’s retirement planning.

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

Duell Financial Strategies

See omnystudio.com/listener for privacy information.

No one can accurately predict the next bear market and when it will occur, but one thing is for sure.  You can prepare yourself for it and should if you’re approaching retirement.  Marty outlines some moves that can help protect your retirement plan.  He also outlines ways to supercharge your retirement savings if you got a late start and covers some calculations to consider in helping determine your retirement launch date.

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

Duell Financial Strategies

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How do you keep your finances in order when heading to retirement facing challenges like inflation and volatility?  Sam, Andi, and Luke discuss good measure in that regard as well as pointing out things to make sure you do not overlook as you’re heading to retirement.  They also cover some important questions that sometimes clients are hesitant to ask.

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

Duell Financial Strategies

See omnystudio.com/listener for privacy information.

The discussion centers around proper management of your savings to maximize your retirement portfolio.    Luke  talks about fees to be aware of, the importance of having a flexible plan, maximizing your contributions, and creating income streams.  401(k) statistics and learning from the mistakes and regrets of some current retirees are also part of the discussion.

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

Duell Financial Strategies

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What if you start a little late saving for retirement?      Sam, Andi, and Luke remind us it is never too late but cautions us not to panic, to be careful with risk, and to seek the help of a professional.  They also discuss some important returns on investment for all of your retirement savings including time and your health.  Then they move into strategies to weather the storm of a jittery market.

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

Duell Financial Strategies

See omnystudio.com/listener for privacy information.

Rising inflation and market volatility continue to be a concern.  Part of the discussion centers around the importance of considering the effect of the stock market on your retirement savings.  Sam, Andi, and Luke also offer ideas and strategies to maximize your 401(k) and outline some important decisions you’ll face related to your spending and income sources in retirement.

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

Duell Financial Strategies

See omnystudio.com/listener for privacy information.

Retirement risk worries loom large as we face inflation and uncertainty in the markets.  Luke Vanable covers what should be considered in safeguarding your retirement.  He also outlines some good proactive strategies that can help in securing as tax free a retirement as possible and Luke goes over some commonly asked questions financial professionals get from their clients.

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

Duall Financial Strategies

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