Your Retirement With Sam Duell

Sam Duell
  • 0.0 (0)
  • BUSINESS
  • UPDATED WEEKLY
Your Retirement With Sam Duell Podcast

Sam Duell and his co-hosts look at retirement planning from all angles in this podcast. They take a holistic view of retirement planning and, as the show name suggests, they stress the importance of talking with someone who believes in custom planning. After all, it's Your Retirement.

  1. 13 SEPT

    Retirement in the News

    Sam and Luke cover some recent financial articles and tie them in to retirement planning.  Tbey discuss the “retirement disconnect” and the future tax dangers in retirement vehicles as well as concerns of retirees. Reach Duell Financial Strategies at 800-203-7486. Duell Financial Strategies See omnystudio.com/listener for privacy information.

    52 min

  2. 30 AUG

    Economies of Past Kings

    Like the last podcast looking at the economies of past Presidents, Sam, Andi, and Luke go back further with retirement lessons that can be learned from Kings of the past.  Then they jump into big hits from the 80s and how they can offer retirement lessons.  They conclude with a critical retirement checklist. Reach Duell Financial Strategies at 800-203-7486. Duell Financial Strategies See omnystudio.com/listener for privacy information.

    52 min

  3. 23 AUG

    Economies of Past Presidents

    Sam, Andi, and Luke cover the economies of Presidents from Jimmy Carter through Joe Biden with an emphasis on the importance of protecting your portfolio no matter the economic climate.  They also discuss mistakes to avoid in retirement planning such as living beyond your means, not saving consistently, and not having a budget. Reach Duell Financial Strategies at 800-203-7486. Duell Financial Strategies See omnystudio.com/listener for privacy information.

    51 min

  4. 16 AUG

    Retirement Missteps

    Sam, Andi, and Luke cover some missteps to avoid on your journey to retirement.  They include waiting too long to start planning, not eliminating debt, not having a budget, and deferring taxes too long.  They also discuss the advantages of working with a retirement focused professional in structuring a customized plan. Reach Duell Financial Strategies at 800-203-7486. Duell Financial Strategies See omnystudio.com/listener for privacy information.

    51 min

  5. 9 AUG

    Five Years Until Retirement

    Sam and Luke cover what should be considered when you are five years away from retirement.  This includes having a complete financial review done and formulating strategies for any debt, for healthcare needs, Social Security, retirement goals, and how you will retire.  They also take a deep dive into estate planning and everything that comes under that umbrella. Reach Duell Financial Strategies at 800-203-7486. Duell Financial Strategies See omnystudio.com/listener for privacy information.

    51 min

  6. 2 AUG

    Roth Conversions

    Sam, Andi, and Luke discuss Roth Conversions and scenarios where it would and would not make sense to consider them.  They offer proactive strategies to help ensure you can maintain your lifestyle in retirement and they identify challenges boomers nearing retirement face and how to meet them. Reach Duell Financial Strategies at 800-203-7486. Duell Financial Strategies See omnystudio.com/listener for privacy information.

    51 min

  7. 19 JUL

    The Team’s Take on Financial Stories

    Sam, Andi, and Luke offer their take on some recent retirement stories.  They also discuss possible fixes to the challenges Social Security faces and finding that balance between funding your needs and your wants in retirement. Reach Duell Financial Strategies at 800-203-7486. Duell Financial Strategies See omnystudio.com/listener for privacy information.

    51 min

  8. 28 JUN

    Gen X, Like Jan Brady?

    Generation X is facing challenges in saving for retirement and is often compared to Jan Brady, the middle child of the Brady Bunch. Many Gen Xers are starting to turn 59 and a half, which is the earliest age to start withdrawing money from retirement assets without penalty. However, Gen X has been overshadowed by the attention given to millennials and baby boomers, resulting in a significant gap in their ability to save enough for retirementDual Financial Strategies can provide personalized retirement lifestyle reviews and guidance to help individuals plan for retirement. In this segment, the hosts discuss where to go for financial insight and offer tips for getting started with the help of a financial professional. They emphasize the importance of paying off high-interest debt before focusing on savings. They distinguish between good debt (income-generating) and bad debt (credit card debt with high interest rates). They also discuss the need to assess risk tolerance and ensure that investments are aligned with individual goals. Finally, they explain the basics of a 401k and a pension as employer-sponsored retirement accounts. Reach Duell Financial Strategies at 800-203-7486. Duell Financial Strategies   See omnystudio.com/listener for privacy information.

    50 min
See All (100)

About

Sam Duell and his co-hosts look at retirement planning from all angles in this podcast. They take a holistic view of retirement planning and, as the show name suggests, they stress the importance of talking with someone who believes in custom planning. After all, it's Your Retirement.

Information

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada