TEASE AFTER SOUND EFFECT

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

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.
<a href="https://duellstrategiesgroup.com">Duell Financial Strategies</a>

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

Avoid Retirement Regrets

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, and Luke stress the importance of these questions such as how much they are paid, what are their qualifications, and what is their investment strategy.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

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, and Luke stress the importance of these questions such as how much they are paid, what are their qualifications, and what is their investment strategy.
Reach Duell Financial Strategies at 800-203-7486.
<a href="https://duellstrategies.com">Duell Financial Strategies</a>

The Role of AI in Retirement

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 you are five years away from retirement and suggest good questions you may consider asking when you begin your retirement planning process.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

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 you are five years away from retirement and suggest good questions you may consider asking when you begin your retirement planning process.
Reach Duell Financial Strategies at 800-203-7486.
<a href="https://duellstrategies.com">Duell Financial Strategies</a>

The Wave of Retirees

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 to choose which one possibly could be a good fit for you.  They also discuss the challenges we face with higher interest rates and inflation.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

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 to choose which one possibly could be a good fit for you.  They also discuss the challenges we face with higher interest rates and inflation.
Reach Duell Financial Strategies at 800-203-7486.
<a href="https://duellstrategies.com">Duell Financial Strategies</a>

Avoid Retirement Regrets

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Your Retirement With Sam Duell

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