Your Retirement With Sam Duell
Your Retirement With Sam Duell
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.Social links:
The Role of AI in Retirement
Sam, Andi, and Luke open with suggested strategies given the changes in the retirement landscape. They also discuss artificial intelligence and what role it can play in financial planning. When meeting with a financial professional, there are some questions you may be hesitant to ask. Sam, Andi,…
50:57
The Wave of Retirees
Sam, Andi, and Luke address the fact that some 10,000 baby boomers reach retirement age and the effect that can have on different retirement entities and components such as Social Security, Medicare, overall healthcare, and the labor market. They also highlight five key strategies to consider when…
50:19
The New Retirement
Sam and Andi discuss changes in retirement planning over the years including the transition from defined benefit to defined contribution plans, the introduction of Roth, Health Savings Accounts, and changes in RMD ages. They take a deep dive into annuities in explaining the different types and how…
51:25
Retirement Misconceptions
Sam, Andi, and Luke clear up some misconceptions about retirement including how much you’ll spend, how long your retirement may be, believing you can live off less, when you’ll retire, and how much your tax burden will be. Reach Duell Financial Strategies at 800-203-7486. Duell Financial Strategi…
38:50
Avoid Retirement Regrets
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 wo…
50:39
Late Start Retirement Saving
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 he…
50:24
Retirement Strategies Old and New
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 Secu…
51:26
Challenging Economic Landscape
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 wh…
50:44
Financial Spring Cleaning
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 …
50:38
Taxes in Retirement
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 y…
51:31