TEASE AFTER SOUND EFFECT

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

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.
<a href="https://duellstrategies.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.

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