Financial Fears

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

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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

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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

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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

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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

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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

See omnystudio.com/listener for privacy information.