Your Retirement With Sam Duell

Andi and Luke discuss some of the financial hurdles we all face including inflation, consumer debt, lack of emergency savings, and high interest rates.  They also describe the 4% rule and discuss whether or not it is still a viable option.  They conclude with suggestions on good questions to ask when meeting with your financial advisor.

Reach Duell Financial Strategies by calling 800-203-7486.

Duell Financial Strategies

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Sam and Luke talk about this time of year, following taxes, being a good time to take a look at doing a financial deep clean.  They cover areas such as your budget, your emergency fund, and your tax plan going forward.  They also discuss your retirement savings vehicles and knocking out debt.  The podcast then turns to college basketball and linking basketball strategies with financial strategies.  They weigh in on some good life lesson quotes from legendary college basketball coaches.

You can reach Duell Financial Strategies by calling 800-463-4505.

Duell Financial Strategies

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Sam and Andi detail what is taxable and how it is taxable in retirement.  They cover Social Security, pensions, interest-bearing accounts, IRAs, and 401(k)s.  The conversation then moves into Roth strategies.  They conclude with a discussion on the fun aspect of retirement and that’s checking off your bucket list items.

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

Duell Financial Strategies

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Sam, Andi, and Luke provide a thorough look at estate planning and everything that comes under the umbrella.  That includes wills, trusts, financial and health care power of attorney, and beneficiary designations.  They also correct some bad financial advice you could get on the street.

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

Duell Financial Strategies

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Sam, Andi, and Luke compare football strategies to retirement strategies.  This includes offensive and defensive strategies to consider when you’re in that financial red zone which is five to ten years away from retirement.  They also give their financial take on famous quotes from football legends and then talk about bridging those gaps between you and your retirement, tackling inflation, and making sure you have a backup plan.

You can reach Duell Financial Strategies at 866-203-7486.

Duell Financial Strategies

See omnystudio.com/listener for privacy information.

It’s important to anticipate and plan for the changes in your life once you retire.  This podcast opens with life changes such as your daily routine, your social life, your fitness, and your income.  How has retirement itself changed in the last fifty years?  Sam, Andi, and Luke point out the differences between traditional retirement and modern retirement in areas such as the demise of the private sector pension, longevity, and Social Security strategies. 

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

Duell Financial Strategies

See omnystudio.com/listener for privacy information.

Still in the New Year the podcast devotes time to considering financial goals or resolutions, how to approach them, and how to stay on track.  These include everything from paying off debt to increasing your savings and more.

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

Duell Financial Strategies

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Warnings of what could harm your retirement start off the podcast with a discussion on having a budget, automating your savings and payments, planning for healthcare costs, and not relying too heavily on being able to work longer.  Then Sam, Andi, and Luke take a look at what a retirement portfolio stress test could be for you.

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

Duell Financial Strategies

See omnystudio.com/listener for privacy information.

Luke provides the answers to some commonly asked and very important questions regarding proper retirement planning.  He also looks at what should be considered in shoring up your retirement in the new year.  These include revisiting your household budget, checking your emergency fund, tackling debt, establishing financial goals, and reviewing your asset allocation.

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

Duell Financial Strategies

See omnystudio.com/listener for privacy information.

You’ll hear clips from familiar movies and a sitcom with a holiday theme.  Luke takes these clips and shares retirement and financial lessons we can learn from them.  He also looks at how we can learn from the ghosts of Christmas retirement past and present and apply those lessons for the future.

You can reach Duell Financial Strategies at 866-203-7486.

Duell Financial Strategies

See omnystudio.com/listener for privacy information.