Your Retirement With Sam Duell

Luke and Lake cover some unconventional and traditional economic warning signs.  The unconventional signs include the lipstick and cardboard box index and some of the traditional indicators are the GDP and consumer confidence.  They cover strategies to meet temporary retirement challenges.  They also cover retirement missteps to avoid and getting your portfolio in good shape.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

www.duellstrategies.com

See omnystudio.com/listener for privacy information.

Lake LaChapelle explains how uncertainty in the economy doesn’t have to mean inaction.  He talks about fighting back against rising prices, adjusting your portfolio, and implementing tax strategies.  Lake also covers unique challenges faced by women in retirement planning and ties classic mom sayings to retirement.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

www.duellstrategies.com

See omnystudio.com/listener for privacy information.

Sam and Luke talk about navigating the roller coaster of the economy reminding listeners to revisit their asset allocation, not panic, explore proper diversification, and consider income-generating investments.  They also discuss how a review can assess your risk and make sure you have good cash reserves.  The podcast also covers a knowledge gap in Social Security.  Sam and Luke offer information on everything from full retirement age to spousal strategies.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

www.duellstrategies.com

See omnystudio.com/listener for privacy information.

Sam, Andi, and Luke discuss retirement tools that could lower your tax bill in retirement.  They cover Index Universal Life Insurance, income annuities, Roth strategies, and health savings accounts.  Then it’s time to revisit classic literature and the team offering retirement scoring on characters such as Ebenezer Scrooge, Captain Ahab, and Atticus Finch.  They also cover standard retirement rules and discuss how and if they should be utilized in today’s retirement.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

www.duellstrategies.com

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.

Andi and Luke cut through the myths and to the facts on tariffs.  They also explain how the use of Indexed Universal Life Insurance and Indexed Annuities could be a good retirement strategy and then explain the fallout of not having proper estate planning.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

www.duellstrategies.com

See omnystudio.com/listener for privacy information.

Andi and Luke weigh in on the latest economic news on tariffs, the markets, and the global economy and the potential impact on retirement.  They also take a deep dive into the components of proper estate planning.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

www.duellstrategies.com

See omnystudio.com/listener for privacy information.

Sam, Andi, and Lake talk about the elements that can be put in place to help you have a fulfilling retirement including replacing your pay, workplace perks, social network, and sense of purpose.  They also introduce sound retirement strategies that can replace luck in retirement and cut through the hype of the headlines and get real about the intricacies of retirement planning.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

www.duellstrategies.com

See omnystudio.com/listener for privacy information.

Luke and Lake cover things that need to be replaced in retirement such as your paycheck and your employee benefits.  They also cover changes that may need to be addressed in areas such as your spending and your risk tolerance.  The conversation then shifts into tax mode with information on Roth conversations and the tax implications of starting a business in retirement.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

www.duellstrategies.com

See omnystudio.com/listener for privacy information.

Sam, Andi, and Lake define the term peak 65 and discuss the implications of so many baby boomers reaching that age at the same time.  They also offer to younger generations key lessons from the boomers’ retirement journey.  The conversation moves into helping define what kind of retiree you would like to be and using real people in helping with that definition.  The conversation then moves into hypothetical retirement case studies with the team offering solutions and strategies to the challenges.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

www.duellstrategies.com

See omnystudio.com/listener for privacy information.