Sam, Andi, and Luke cut through some harsh realities of retirement planning and offer solutions.  Some issues covered are the amount of bear markets to expect, needing more than Social Security, and longevity.  How should you mirror the traits of successful CEOs in our retirement?  That’s also covered in this podcast.

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

Duell Financial Strategies

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Sam, Andi, and Luke talk about what we need to consider strategically as the year draws to a close.  Most of the bullet points are about good tax moves.  They also look at changes to Social Security coming in 2024 including the COLA, maximum taxable earnings increasing as well as the earnings test.  Then the conversation turns to what you may face in retirement such as restlessness and the need to re-define yourself.

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

Duell Financial Strategies

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Sam, Andi, and Luke review Secure Act 2.0 in looking at the provisions that are currently in place and what we can expect in 2024.  They also provide answers for ten frequently asked questions by those nearing retirement.

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

Duell Financial Strategies

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Sam, Andi, and Luke discuss withdrawal in retirement and break down the potential win and lose strategies.  What questions need to be answered in comprehensive retirement planning?  That’s covered in categories such as Social Security and spousal claiming strategies, budgeting, 401(k) maneuvers, taxes, and income building.

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

Duell Financial Strategies

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Andi and Luke run through some common excuses people give for not seeking the help of a financial professional when nearing retirement.  They counter these with good reasons why it is critical to work with a financial partner.  Some excuses are:

“I’m a DIY (do it yourself) person” Scary!

“I’m already retired” Don’t forget second opinion.

“I get my advice from friends and family” “Danger Will Robinson!”

“I don’t know where to begin” A phone call is a good first step.

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

Duell Financial Strategies

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Sam, Andi, and Luke open with some good suggestions on things people should consider doing and some to consider not doing on their journey to retirement.  Everyone should know how much income they’ll need, prepare for the unexpected, factor inflation, and be aware of the fees they are paying.  Fears are also addressed in this podcast and suggestions to overcome them.  Inflation, Social Security, market volatility, and the cost of health care are among the fears discussed.

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

Duell Financial Strategies

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Andi and Luke offer information on the different scam operations out there and tips to avoid them.  They also dissect survey results from a Northwestern Mutual Planning and Progress study that shows Americans’ concerns about the economy and how much they would need to retire.

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

Duell Financial Strategies

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Honoring Financial Literacy Month, the game is Financial Jeopardy covering retirement facts to make sure you’re not in financial jeopardy.  Categories include Important Retirement Ages, Penalties and Fees, Retirement Savings Vehicles, and Retirement Rules of Thumb.

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

Duell Financial Strategies

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Luke runs down some expenses that can eat away at your savings when you’re in retirement.  They include healthcare, home ownership, inflation, taxes, and longevity.  He also looks into the financial and retirement mindset and strategies that can build confidence in your journey to and through retirement.

Reach Duell Financial Strategies by calling 866-203-7486.

Duell Financial Strategies

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Luke starts the conversation by breaking down the massive baby boomer generation and discussing what needs to be considered by middle and late baby boomers.  He devotes the rest of the podcast in cutting through mis-information and declaring whether retirement statements are fact, fiction, or somewhere in between.

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

Duell Financial Strategies

See omnystudio.com/listener for privacy information.