Your Retirement With Sam Duell

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

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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

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We can learn from celebrities even when they make mistakes.  Sam and Luke cover some bad celebrity financial moves from not having proper estate planning to overspending to getting in trouble over taxes.  They further give tips on mistakes to avoid such as failing to have a tax plan, estate plan, or diversification.  How can you beef up your savings?  You’ll find some good suggestions in this podcast.

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

Duell Financial Strategies

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