Your Retirement With Sam Duell
Your Retirement With Sam Duell
Playlist by Your Retirement With Sam DuellSam 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…119 clip(s) in playlist
Retirement in the News
Sam and Luke cover some recent financial articles and tie them in to retirement planning. Tbey discuss the “retirement disconnect” and the future tax dangers in retirement vehicles as well as concerns of retirees. Reach Duell Financial Strategies at 800-203-7486. Duell Financial Strategies
51:44
Economies of Past Kings
Like the last podcast looking at the economies of past Presidents, Sam, Andi, and Luke go back further with retirement lessons that can be learned from Kings of the past. Then they jump into big hits from the 80s and how they can offer retirement lessons. They conclude with a critical retirement …
51:31
Economies of Past Presidents
Sam, Andi, and Luke cover the economies of Presidents from Jimmy Carter through Joe Biden with an emphasis on the importance of protecting your portfolio no matter the economic climate. They also discuss mistakes to avoid in retirement planning such as living beyond your means, not saving consiste…
51:20
Retirement Missteps
Sam, Andi, and Luke cover some missteps to avoid on your journey to retirement. They include waiting too long to start planning, not eliminating debt, not having a budget, and deferring taxes too long. They also discuss the advantages of working with a retirement focused professional in structuri…
50:55
Five Years Until Retirement
Sam and Luke cover what should be considered when you are five years away from retirement. This includes having a complete financial review done and formulating strategies for any debt, for healthcare needs, Social Security, retirement goals, and how you will retire. They also take a deep dive in…
51:27
Roth Conversions
Sam, Andi, and Luke discuss Roth Conversions and scenarios where it would and would not make sense to consider them. They offer proactive strategies to help ensure you can maintain your lifestyle in retirement and they identify challenges boomers nearing retirement face and how to meet them. Reac…
51:01
The Team’s Take on Financial Stories
Sam, Andi, and Luke offer their take on some recent retirement stories. They also discuss possible fixes to the challenges Social Security faces and finding that balance between funding your needs and your wants in retirement. Reach Duell Financial Strategies at 800-203-7486. Duell Financial Str…
51:11
Gen X, Like Jan Brady?
Generation X is facing challenges in saving for retirement and is often compared to Jan Brady, the middle child of the Brady Bunch. Many Gen Xers are starting to turn 59 and a half, which is the earliest age to start withdrawing money from retirement assets without penalty. However, Gen X has been …
49:49
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