On this week's episode, Sam Duell and Andi Schooler Duell  have some good advice on how to avoid making retirement mistakes in challenging financial times including retiring too soon;  how to plan for retirement like an adult, yep, including not spending beyond your means and a lot more! 

To get your questions answered or get in touch with Sam and the team, call 866-203-7486.  You can also visit their website - https://duellstrategies.com/

On this week's episode, Sam Duell and Andi Schooler Duell  have some good advice on how to avoid making retirement mistakes in challenging financial times including retiring too soon;  how to plan for retirement like an adult, yep, including not spending beyond your means and a lot more!  To get your questions answered or get in touch with Sam and the team, call 866-203-7486.  You can also visit their website - <a href="https://duellstrategies.com/">https://duellstrategies.com/</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.

Your Retirement With Sam Duell

On this week's episode, Sam Duell and Andi Schooler Duell  have some good advice on how to avoid making retirement mistakes in challenging financial times including retiring too soon;  how to plan for retirement like an adult, yep, including...

Retirement Tips for Turbulent Times -  Grown Up Retirement Checklist and More!

TEASE AFTER SOUND EFFECT

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 into estate planning and everything that comes under that umbrella.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

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 into estate planning and everything that comes under that umbrella.
Reach Duell Financial Strategies at 800-203-7486.
<a href="https://duellstrategies.com">Duell Financial Strategies</a>

Five Years Until Retirement

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.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

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.
Reach Duell Financial Strategies at 800-203-7486.
<a href="https://duellstrategies.com">Duell Financial Strategies</a>

Roth Conversions

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 Strategies

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.
<a href="https://duellstrategies.com">Duell Financial Strategies</a>

Retirement Tips for Turbulent Times - Grown Up Retirement Checklist and More!

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Your Retirement With Sam Duell

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