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Sam, Andi, and Luke offer the opportunity to look at your annuity and consider possible opportunities with higher interest rates.  They also cover some bells and whistles that exist now with modern annuities.  The conversation shifts to proactive tax strategies in light of the tax burden that could be faced by those with tax-deferred savings.  They also discuss five questions asked in a Kiplinger retirement survey.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

www.duellstrategies.com

 

Sam, Andi, and Luke offer the opportunity to look at your annuity and consider possible opportunities with higher interest rates.&nbsp; They also cover some bells and whistles that exist now with modern annuities.&nbsp; The conversation shifts to proactive tax strategies in light of the tax burden that could be faced by those with tax-deferred savings.&nbsp; They also discuss five questions asked in a Kiplinger retirement survey.
Reach Duell Financial Strategies at 800-203-7486.
<a href="https://duellstrategies.com">Duell Financial Strategies</a>
<a href="https://www.duellstrategies.com">www.duellstrategies.com</a>
&nbsp;

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.

Your Retirement With Sam Duell

Annuity Upgrade?

Luke and Lake talk about the next generation gearing up for retirement.  That’s Generation X and they’re in the financial red zone.  The discuss that transition for accumulation to decumulation, how the generation should prepare for tax efficiency, healthcare costs, and the possibility of long- term-care.  They also cover the “just right” retirement customized for you which includes consideration of what you will need to retire comfortably, your Social Security sweet spot, and how to control spending in that first year of retirement.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

www.duellstrategies.com

 

Luke and Lake talk about the next generation gearing up for retirement.&nbsp; That&rsquo;s Generation X and they&rsquo;re in the financial red zone.&nbsp; The discuss that transition for accumulation to decumulation, how the generation should prepare for tax efficiency, healthcare costs, and the possibility of long- term-care.&nbsp; They also cover the &ldquo;just right&rdquo; retirement customized for you which includes consideration of what you will need to retire comfortably, your Social Security sweet spot, and how to control spending in that first year of retirement.
Reach Duell Financial Strategies at 800-203-7486.
<a href="https://duellstrategies.com">Duell Financial Strategies</a>
<a href="https://www.duellstrategies.com">www.duellstrategies.com</a>
&nbsp;

Gen X:  Your Retirement is Getting Close

Sam and Luke go back thirty years to show how some of the tried and true retirement standards from 1995 don’t exactly hold up in 2025.  They cover the difference in tax and interest rates and a how a different approach may be needed with the four percent rule.  They also do a comparison of Roth versus traditional savings. 

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

www.duellstrategies.com

 

Sam and Luke go back thirty years to show how some of the tried and true retirement standards from 1995 don&rsquo;t exactly hold up in 2025.&nbsp; They cover the difference in tax and interest rates and a how a different approach may be needed with the four percent rule.&nbsp; They also do a comparison of Roth versus traditional savings. 
Reach Duell Financial Strategies at 800-203-7486.
<a href="https://duellstrategies.com">Duell Financial Strategies</a>
<a href="https://www.duellstrategies.com">www.duellstrategies.com</a>
&nbsp;

Retirement:  1995 meets 2025

Sam, Andi, and Luke caution against retirement ready assumptions that may not be accurate.  They advise of out-of-pocket healthcare costs even with Medicare.  They also explore whether or not your 401(k) is enough, and they look at how your expenses could be in retirement.  They also discuss forward looking retirement tax strategies and making sure to have a contingency plan in place in the event of early retirement.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

www.duellstrategies.com

 

Sam, Andi, and Luke caution against retirement ready assumptions that may not be accurate.&nbsp; They advise of out-of-pocket healthcare costs even with Medicare.&nbsp; They also explore whether or not your 401(k) is enough, and they look at how your expenses could be in retirement.&nbsp; They also discuss forward looking retirement tax strategies and making sure to have a contingency plan in place in the event of early retirement.
Reach Duell Financial Strategies at 800-203-7486.
<a href="https://duellstrategies.com">Duell Financial Strategies</a>
<a href="https://www.duell">www.duellstrategies.com</a>
&nbsp;

Annuity Upgrade?

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Your Retirement With Sam Duell

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