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…155 clip(s) in playlist
Gen X: Your Retirement is Getting Close
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- ter…
50:52
Retirement: 1995 meets 2025
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 ver…
50:35
Annuity Upgrade?
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…
51:35
Risky Retirement Assumptions
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 forwar…
50:54
Proper Retirement Preparation
Sam, Andi, and Luke cover what is necessary to help people determine what they need to retire. They break down the difference between confidence and preparedness and stress the importance of acting now to implement a plan to combat healthcare and possible long term care cost. They also discuss so…
51:18
Your Retirement Vision
This conversation emphasizes the critical importance of intentional retirement planning, highlighting the need for a clear vision, effective income distribution strategies, and awareness of tax implications. Andi and Luke discuss the challenges retirees face, including healthcare costs, inflation,…
50:20
Saving vs. Investing
This conversation explores the critical financial decisions surrounding saving and investing, particularly as individuals approach retirement. The discussion emphasizes the importance of understanding the differences between saving and investing, the necessity of diversification in investment strat…
51:01
True Financial Independence
Andi and Luke cover the true meaning of financial independence in retirement and strategies to make sure this can be achieved. They also explore a Vanguard “How American Saves” report in revealing some of the surprising results and they look at important pre-retirement considerations for those in …
50:55
The Psychology of Money
Sam, Andi, and Luke delve into the essential aspects of retirement planning, emphasizing the importance of strategic financial management, understanding market dynamics, and the psychological factors influencing financial decisions. They discuss the necessity of having a solid plan for retirement,…
51:20
Correct the Retirement Mistakes
Sam, Andi, and Luke cover mistakes that humans make in financial planning and offer solutions to get back on track. They also discuss strategies to consider in building critical retirement income streams in the conversation on Social Security, pensions, annuities, the four percent rule, and even c…
50:55