Your Retirement With Sam Duell Sam Duell

Sam, Andi, and Luke talk about measures to take to avoid regrets that some have upon entering retirement including missed investment opportunities, debt, not having an emergency fund, and not including their spouse in the process.  They also weigh in on some comments from people in the financial world including David Kostin, Jamie Dimon, and Larry Fink and tie their comments into the retirement mindset.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies
See omnystudio.com/listener for privacy information.

Sam and Luke provide tips for boosting retirement savings for individuals who may have started late. They discuss catch-up contributions for individuals over 50, the importance of considering risk tolerance when investing, the option of delaying retirement, and the need to strategically plan for healthcare costs. They also emphasize the importance of establishing multiple retirement income sources and the need for periodic rebalancing of investment portfolios.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies
See omnystudio.com/listener for privacy information.

Sam and Luke cover some good retirement opportunities.  Some are relatively new and come from Secure Act 2.0 including Roth Accounts and Defined Contribution Plans, student loan payback strategies, and special catch up contributions.  Some of the tried and true strategies revolve around Social Security, understanding sequence of returns risk, and accounting for inflation.  They also discuss the spousal retirement approach in stressing open communication and the need for compromise.  Sam and Luke then move into a discussion on the importance of knowing what fees you are paying.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies
See omnystudio.com/listener for privacy information.

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

 
See omnystudio.com/listener for privacy information.

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
See omnystudio.com/listener for privacy information.

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
See omnystudio.com/listener for privacy information.