Sam, Andi, and Luke talk about measures to take to avoid regrets that some have upon entering retirement including missed investment opportunities, debt, not having an emergency fund, and not including their spouse in the process.  They also weigh in on some comments from people in the financial world including David Kostin, Jamie Dimon, and Larry Fink and tie their comments into the retirement mindset.


Reach Duell Financial Strategies at 800-203-7486.


Duell Financial Strategies

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