Your Retirement With Sam Duell

Planning for today’s retirees involves looking at possible tax changes in the future.  Ben discusses how much of your retirement income will be taxable and proactive strategies to help.  Safety in your financial red zone and retirement years is also part of the discussion as well as steps you should not put off in your retirement planning.

You can reach Sam Duell by calling 866-203-7486.

Duell Financial Strategies

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What are retirement strategies that are somewhat outdated today?  Sam, Andi, and Luke cover how we should approach mainstays such as the 60/40 split, the 4% rule, and a heavy concentration on dividend stocks.  They also cover some retirement changes on the horizon for 2022 and warn of the potential risks such as longevity, sequence of returns, and long-term care. 

You can reach Sam Duell and the team by calling 866-203-7486 or by visiting the website below.

Duell Financial Strategies

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Market volatility is the opening topic in this podcast.  Sam, Andi, and Luke outline ways a market correction could impact your retirement along with tips to help keep your plan strong in the event of a correction of worse.  What’s the key to protecting your savings from a crash and what are your best investment strategies.  They also talk about simplifying your entry into retirement and go over some of the financial gaps that could impact your planning.

866-203-7486

Duell Financial Strategies

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Proper withdrawal strategies in retirement opens the conversation in this podcast.  Sam, Andi, and Luke discuss what savings vehicles you should look at in withdrawals and in what order to put those.   They also cover red flags that would indicate your current plan needs a second opinion and then move into tips on building confidence in your spending in retirement.

866-203-7486

Duell Financial Strategies

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Inflation.  We’re feeling it now.  Sam Duell and the team identifie the problems of inflation in retirement and offer strategies to have in place to make sure your retirement factors in inflation throughout your retirement.   They also explain how they can run your portfolio through a stress test to identify areas that need improvement especially given the fact that people are living longer in retirement now.

866-203-7486

Duell Financial Strategies

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Sam Duell, Andi Schooler Duell and Luke Vonabel look at how to protect your retirement plan if the market goes bonkers, “whoops” or “uh-oh.”  They’ll also run through what choices you have if you leave an old job and have a 401(k).  Fall is the time for football, falling leaves, pumpkin spice everything and, reviewing your retirement and income plan.  They will take you through what you need to know and much more on this week’s show!

To get your questions answered or get in touch with Sam and the team, call 866-203-7486.  You can also visit their website - https://duellstrategies.com/

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What is SECURE Act 2.0?  Luke Vonabel will explain what the proposed legislation could mean for your retirement accounts if it is passed.  Just like the Cher song, we can’t turn back time but we can avoid regrets when it comes to planning for your retirement.  Luke will talk about how.  He will also look at some steps you can take to make sure you have a smooth transition into retirement.  

To get your questions answered or get in touch with Sam and the team, call 866-203-7486.  You can also visit their website - https://duellstrategies.com/

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Sam Duell, Andi Schooler Duell and Luke Vonabel have some tips on how to avoid mistakes when inheriting an IRA or 401k.  An unexpected retirement can be overwhelming.  They will discuss what you need to know to deal with this unforeseen situation.  Single?  Well, you are not alone when it comes to planning for your retirement on your own.  Sam, Andi and Luke will go over important information for the 45.2% of the U.S. population living an independent lifestyle.

To get your questions answered or get in touch with Sam and the team, call 866-203-7486.  You can also visit their website - https://duellstrategies.com/

See omnystudio.com/listener for privacy information.

Sam Duell, Andi Schooler Duell and Luke Vonabel will look into if it makes sense to add cryptocurrency like Bitcoin to your retirement portfolio.  They'll also look at several withdrawal strategies to keep taxes at a minimum and keep more of your hard earned money.  So you want to retire?  It takes strategic planning to get there and they will show you how.  That and so much more! 

To get your questions answered or get in touch with Sam and the team, call 866-203-7486.  You can also visit their website - https://duellstrategies.com/

See omnystudio.com/listener for privacy information.

Sam Duell, Andi Schooler Duell and Luke Vonabel talk about things to consider when planning for decumulation or drawing down your retirement dollars, including how to set up your investments.  They'll also talk about how to avoid pitfalls and anxiety when it comes to not being properly prepared for retirement.  They also talk about the “what ifs” when planning for retirement and how having a solid retirement and income plan is key and so much more!

To get your questions answered or get in touch with Sam and the team, call 866-203-7486.  You can also visit their website - https://duellstrategies.com/

See omnystudio.com/listener for privacy information.