TEASE AFTER SOUND EFFECT

Sam and Luke cover some good retirement opportunities.  Some are relatively new and come from Secure Act 2.0 including Roth Accounts and Defined Contribution Plans, student loan payback strategies, and special catch up contributions.  Some of the tried and true strategies revolve around Social Security, understanding sequence of returns risk, and accounting for inflation.  They also discuss the spousal retirement approach in stressing open communication and the need for compromise.  Sam and Luke then move into a discussion on the importance of knowing what fees you are paying.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

Sam and Luke cover some good retirement opportunities.  Some are relatively new and come from Secure Act 2.0 including Roth Accounts and Defined Contribution Plans, student loan payback strategies, and special catch up contributions.  Some of the tried and true strategies revolve around Social Security, understanding sequence of returns risk, and accounting for inflation.  They also discuss the spousal retirement approach in stressing open communication and the need for compromise.  Sam and Luke then move into a discussion on the importance of knowing what fees you are paying.
Reach Duell Financial Strategies at 800-203-7486.
<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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