TEASE AFTER SOUND EFFECT

Andi and Luke offer information on the different scam operations out there and tips to avoid them.  They also dissect survey results from a Northwestern Mutual Planning and Progress study that shows Americans’ concerns about the economy and how much they would need to retire.

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

Duell Financial Strategies

Andi and Luke offer information on the different scam operations out there and tips to avoid them.  They also dissect survey results from a Northwestern Mutual Planning and Progress study that shows Americans’ concerns about the economy and how much they would need to retire.
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.

Your Retirement With Sam Duell

Scams:  Tips to Avoid Them

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>

Scams: Tips to Avoid Them

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Your Retirement With Sam Duell

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