TEASE AFTER SOUND EFFECT

Sam and Andi detail what is taxable and how it is taxable in retirement.  They cover Social Security, pensions, interest-bearing accounts, IRAs, and 401(k)s.  The conversation then moves into Roth strategies.  They conclude with a discussion on the fun aspect of retirement and that’s checking off your bucket list items.

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

Duell Financial Strategies

Sam and Andi detail what is taxable and how it is taxable in retirement.  They cover Social Security, pensions, interest-bearing accounts, IRAs, and 401(k)s.  The conversation then moves into Roth strategies.  They conclude with a discussion on the fun aspect of retirement and that’s checking off your bucket list items.
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

Taxes in Retirement

Generation X is facing challenges in saving for retirement and is often compared to Jan Brady, the middle child of the Brady Bunch. Many Gen Xers are starting to turn 59 and a half, which is the earliest age to start withdrawing money from retirement assets without penalty. However, Gen X has been overshadowed by the attention given to millennials and baby boomers, resulting in a significant gap in their ability to save enough for retirementDual Financial Strategies can provide personalized retirement lifestyle reviews and guidance to help individuals plan for retirement. In this segment, the hosts discuss where to go for financial insight and offer tips for getting started with the help of a financial professional. They emphasize the importance of paying off high-interest debt before focusing on savings. They distinguish between good debt (income-generating) and bad debt (credit card debt with high interest rates). They also discuss the need to assess risk tolerance and ensure that investments are aligned with individual goals. Finally, they explain the basics of a 401k and a pension as employer-sponsored retirement accounts.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

Generation X is facing challenges in saving for retirement and is often compared to Jan Brady, the middle child of the Brady Bunch. Many Gen Xers are starting to turn 59 and a half, which is the earliest age to start withdrawing money from retirement assets without penalty. However, Gen X has been overshadowed by the attention given to millennials and baby boomers, resulting in a significant gap in their ability to save enough for retirementDual Financial Strategies can provide personalized retirement lifestyle reviews and guidance to help individuals plan for retirement. In this segment, the hosts discuss where to go for financial insight and offer tips for getting started with the help of a financial professional. They emphasize the importance of paying off high-interest debt before focusing on savings. They distinguish between good debt (income-generating) and bad debt (credit card debt with high interest rates). They also discuss the need to assess risk tolerance and ensure that investments are aligned with individual goals. Finally, they explain the basics of a 401k and a pension as employer-sponsored retirement accounts.
Reach Duell Financial Strategies at 800-203-7486.
<a href="https://duellstrategies.com">Duell Financial Strategies</a>

Gen X, Like Jan Brady?

Sam, Andi, and Luke open with suggested strategies given the changes in the retirement landscape.  They also discuss artificial intelligence and what role it can play in financial planning.  When meeting with a financial professional, there are some questions you may be hesitant to ask.  Sam, Andi, and Luke stress the importance of these questions such as how much they are paid, what are their qualifications, and what is their investment strategy.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

Sam, Andi, and Luke open with suggested strategies given the changes in the retirement landscape.  They also discuss artificial intelligence and what role it can play in financial planning.  When meeting with a financial professional, there are some questions you may be hesitant to ask.  Sam, Andi, and Luke stress the importance of these questions such as how much they are paid, what are their qualifications, and what is their investment strategy.
Reach Duell Financial Strategies at 800-203-7486.
<a href="https://duellstrategies.com">Duell Financial Strategies</a>

The Role of AI in Retirement

Sam, Andi, and Luke address the fact that some 10,000 baby boomers reach retirement age and the effect that can have on different retirement entities and components such as Social Security, Medicare, overall healthcare, and the labor market.  They also highlight five key strategies to consider when you are five years away from retirement and suggest good questions you may consider asking when you begin your retirement planning process.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

Sam, Andi, and Luke address the fact that some 10,000 baby boomers reach retirement age and the effect that can have on different retirement entities and components such as Social Security, Medicare, overall healthcare, and the labor market.  They also highlight five key strategies to consider when you are five years away from retirement and suggest good questions you may consider asking when you begin your retirement planning process.
Reach Duell Financial Strategies at 800-203-7486.
<a href="https://duellstrategies.com">Duell Financial Strategies</a>

Taxes in Retirement

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Your Retirement With Sam Duell

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