Pre-Retirement Decisions-Volatile Market Navigation-Pitfalls

Your Retirement With Sam Duell

English - May 20, 2022 16:00 - 51 minutes - 46.9 MB
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Previous Episode: Taxes in Retirement-Secure Act 2.0

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Sam, Andi, and Luke go over what should be considered when nearing retirement such as taking advantage of catch-up contributions, looking at your investment strategies, and making decisions about your Social Security. The discussion then moves into fortifying your portfolio and your retirement plan during times of market volatility and five mistakes to steer clear of when considering your retirement plan.

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

Duell Financial Strategies

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