Your Retirement With Sam DuellYour Retirement With Sam Duell

Retirement Quiz on EBRI Survey

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Luke goes on the hot seat guessing the top answers from participants in a 2023 EBRI Employee Benefit Research Institute retirement confidence survey.  We cite results on concerns of pre-retirees and retirees in their comfort level on reaching retirement and living comfortably in retirement.  Luke moves into strategies to consider in the financial red zone, 5-10 years from retirement.  He then discusses the advantages to consider when looking at the Roth IRA option.

You can reach Duell Financial Strategies by calling 866-203-7486.

Duell Financial Strategies

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  1. Your Retirement With Sam Duell

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Your Retirement With Sam Duell

Sam Duell and his co-hosts look at retirement planning from all angles in this podcast. They take  
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